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Invesco S&P 500 GARP ETF

218 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 GARP ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
37
Increased
113
Reduced
48
Closed
22
Calls
$290K
Puts
$1.13M
Net Calls
-$839K
Net Calls Change
-$822K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
176
Clearwater Capital Advisors
Illinois
$266K -$1.36K -15 -0.5%
TRCT
177
Tower Research Capital (TRC)
New York
$260K -$96.2K -1,060 -27%
AWM
178
Aspire Wealth Management
Massachusetts
$259K -$17.4K -192 -6%
WBG
179
Wharton Business Group
Pennsylvania
$257K -$62.2K -685 -19%
CW
180
CreativeOne Wealth
Kansas
$255K +$255K +2,805 New
SMC
181
Smith, Moore & Co
Missouri
$254K +$254K +2,800 New
FFS
182
Founders Financial Securities
Maryland
$252K +$252K +2,780 New
SYBT
183
Stock Yards Bank & Trust
Kentucky
$245K
AWA
184
Arete Wealth Advisors
Illinois
$245K +$245K +2,699 New
LFA
185
LGT Financial Advisors
Texas
$241K +$241K +2,659 New
HI
186
Harbour Investments
Wisconsin
$237K +$178K +1,960 +303%
BFP
187
Beacon Financial Planning
Massachusetts
$236K +$236K +2,602 New
BIA
188
Barry Investment Advisors
Massachusetts
$232K +$232K +2,555 New
DA
189
Detalus Advisors
Missouri
$232K +$232K +2,551 New
RFN
190
RDA Financial Network
Iowa
$219K +$219K +2,413 New
ONSWM
191
Old North State Wealth Management
North Carolina
$217K -$2.73K -30 -1%
PTC
192
Private Trust Company
Ohio
$186K +$22.5K +248 +14%
CA
193
Clearstead Advisors
Ohio
$128K
RIA
194
Realta Investment Advisors
Delaware
$120K +$120K +1,320 New
CAL
195
Capital Analysts LLC
Pennsylvania
$112K +$84.8K +934 +311%
HNB
196
Huntington National Bank
Ohio
$92.6K -$35.4K
SC
197
Stephens Consulting
Michigan
$80.7K
CFD
198
Creative Financial Designs
Indiana
$69.5K +$20.1K +221 +41%
AIC
199
Archer Investment Corporation
Indiana
$68.8K
FCB
200
First Command Bank
Texas
$63.6K +$63.6K +701 New