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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
Win Advisors
Florida
$15.2M
5
IA
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$511M
2
Bank of America
Bank of America
North Carolina
$135M
3
ES
Eagle Strategies
New York
$2.01M
4
KAS
Kestra Advisory Services
Texas
$28.5M
5
SVCP
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
176
Phraction Management
Connecticut
$832K +$11.7K +110 +1%
JCM
177
Jacobi Capital Management
Pennsylvania
$809K +$214K +2,012 +36%
IIA
178
Integral Investment Advisors
California
$807K +$807K +7,628 New
BAM
179
Belpointe Asset Management
Nevada
$750K +$79.5K +747 +12%
CW
180
CreativeOne Wealth
Kansas
$740K +$108K +1,012 +17%
IRC
181
Investors Research Corp
Georgia
$727K +$46.2K +434 +7%
OWA
182
Opal Wealth Advisors
New York
$721K +$196K +1,840 +37%
FIA
183
Foundations Investment Advisors
Arizona
$698K +$698K +6,556 New
SPWM
184
Schrum Private Wealth Management
Florida
$665K – – –
IFWM
185
Institute for Wealth Management
Colorado
$650K +$21.8K +205 +3%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$642K +$642K +6,026 New
SWP
187
Strategic Wealth Partners
Ohio
$636K +$636K +5,974 New
CFD
188
Creative Financial Designs
Indiana
$631K -$6.18K -58 -1%
AAS
189
Ameritas Advisory Services
Nebraska
$614K +$101K +999 +20%
RWA
190
Redhawk Wealth Advisors
Minnesota
$613K +$613K +5,759 New
HNW
191
High Note Wealth
Minnesota
$583K -$5.75K -54 -1%
PTC
192
Private Trust Company
Ohio
$558K -$162K -1,525 -23%
MWAM
193
Manhattan West Asset Management
California
$556K +$556K +5,221 New
APW
194
Austin Private Wealth
Texas
$546K – – –
WLPWM
195
Walled Lake Planning & Wealth Management
Illinois
$534K +$97.3K +914 +22%
EWM
196
Empirical Wealth Management
Washington
$516K +$7.45K +70 +1%
KFGK
197
Keystone Financial Group (Kentucky)
Kentucky
$508K +$508K +4,772 New
LA
198
Latitude Advisors
Florida
$503K -$558K -5,241 -53%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$502K +$18.1K +170 +4%
GC
200
Grimes & Company
Massachusetts
$488K +$1.81K +17 +0.4%
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