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Invesco S&P 500 GARP ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.28B invested in Invesco S&P 500 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
50
Increased
132
Reduced
111
Closed
32
Calls
$1.06M
Puts
$31K
Net Calls
+$1.03M
Net Calls Change
+$986K

Top Buyers

1
AAG
1
Armstrong Advisory Group
Massachusetts
$23.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$143M
3
Bank of America
3
Bank of America
North Carolina
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
SMM
5
Stadion Money Management
Georgia
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$468M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$50M
3
Wells Fargo
3
Wells Fargo
California
$36.9M
4
GM
4
GeoWealth Management
Illinois
$658K
5
4WM
5
49 Wealth Management
Texas
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Belpointe Asset Management
Nevada
$821K +$96.5K +939 +13%
HFA
177
Hershey Financial Advisers
Pennsylvania
$809K +$809K +7,874 New
PM
178
Phraction Management
Connecticut
$803K – – –
FIM
179
Freedom Investment Management
Connecticut
$792K -$622K -6,053 -44%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$786K +$301K +2,929 +62%
TI
181
Trexquant Investment
Connecticut
$775K +$775K +7,542 New
GGV
182
GG Group Ventures
Florida
$744K +$744K +7,445 New
IRC
183
Investors Research Corp
Georgia
$738K +$36.3K +353 +5%
OWA
184
Opal Wealth Advisors
New York
$717K +$21.1K +205 +3%
GM
185
GeoWealth Management
Illinois
$658K -$19.2M -186,533 -97%
PA
186
PFG Advisors
Arizona
$655K -$455K -4,425 -41%
SPWM
187
Schrum Private Wealth Management
Florida
$641K – – –
GSEP
188
Golden State Equity Partners
California
$625K +$625K +6,078 New
SWP
189
Strategic Wealth Partners
Ohio
$614K – – –
WLPWM
190
Walled Lake Planning & Wealth Management
Illinois
$613K +$97.7K +951 +19%
WFS
191
WealthGarden F.S.
California
$611K +$611K +5,946 New
CW
192
CreativeOne Wealth
Kansas
$607K -$106K -1,035 -15%
CC
193
Centiva Capital
New York
$580K +$580K +5,647 New
HNW
194
High Note Wealth
Minnesota
$562K – – –
PSCM
195
Per Stirling Capital Management
Texas
$557K +$152K +1,475 +37%
BIA
196
Barry Investment Advisors
Massachusetts
$547K +$85.9K +836 +19%
APW
197
Austin Private Wealth
Texas
$528K – – –
ACM
198
Advance Capital Management
Michigan
$525K +$525K +5,110 New
MWAM
199
Manhattan West Asset Management
California
$523K -$13.8K -134 -3%
OWP
200
Obermeyer Wealth Partners
Colorado
$519K +$519K +5,052 New
6 7
8
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