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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
LPL Financial
LPL Financial
California
$326M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
Wells Fargo
California
$51.3M
5
MML Investors Services
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$48.6M
2
LC
Legacy CG
Texas
$0
3
SL
Systelligence LLC
Minnesota
$0
4
B
Barings
North Carolina
$0
5
OFS
OneAscent Financial Services
Alabama
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Silverlake Wealth Management
Vermont
$627K +$16.9K +172 +3%
IRC
177
Investors Research Corp
Georgia
$627K +$35.2K +359 +6%
BAM
178
Belpointe Asset Management
Nevada
$618K +$122K +1,243 +25%
SPWM
179
Schrum Private Wealth Management
Florida
$612K – – –
SFG
180
Sovereign Financial Group
Connecticut
$611K +$611K +6,234 New
KA
181
Kovack Advisors
Florida
$611K +$66K +673 +12%
TI
182
Trexquant Investment
Connecticut
$606K +$70.3K +717 +13%
CFD
183
Creative Financial Designs
Indiana
$587K +$511K +5,216 +679%
CW
184
CreativeOne Wealth
Kansas
$582K +$290K +2,956 +99%
IFWM
185
Institute for Wealth Management
Colorado
$578K -$12.1K -123 -2%
KWM
186
Kingsview Wealth Management
Oregon
$552K +$106K +1,077 +24%
PSCM
187
Per Stirling Capital Management
Texas
$551K +$255K +2,601 +86%
JCM
188
Jacobi Capital Management
Pennsylvania
$547K +$63.4K +647 +13%
HNW
189
High Note Wealth
Minnesota
$542K -$15.5K -158 -3%
PI
190
PFG Investments
New York
$530K +$31.7K +323 +6%
D.E. Shaw & Co
191
D.E. Shaw & Co
New York
$515K +$515K +5,255 New
AAS
192
Ameritas Advisory Services
Nebraska
$504K +$13.9K +141 +3%
APW
193
Austin Private Wealth
Texas
$504K – – –
OWA
194
Opal Wealth Advisors
New York
$483K +$236K +2,405 +95%
GSEP
195
Golden State Equity Partners
California
$479K +$479K +4,884 New
RJT
196
Raymond James Trust
Florida
$472K – – –
EWM
197
Empirical Wealth Management
Washington
$469K +$469K +4,780 New
GC
198
Grimes & Company
Massachusetts
$447K +$1.77K +18 +0.4%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$446K +$76.5K +780 +21%
PWM
200
Perigon Wealth Management
California
$436K +$294 +3 +0.1%
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