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Invesco S&P 500 GARP ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.74B invested in Invesco S&P 500 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-15
Holders Change %
-4.45%
% of All Funds
4.66%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
29
Increased
101
Reduced
137
Closed
41
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
-$881K

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$10.6M
2
GS
2
GTS Securities
New York
$7.74M
3
AWM
3
AE Wealth Management
Kansas
$5.66M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$25.1M
5
MWM
5
Modern Wealth Management
Kansas
$3.76M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$418M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.1M
5
AWM
5
Affinity Wealth Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
PFG Advisors
Arizona
$648K -$19K -182 -3%
GGV
177
GG Group Ventures
Florida
$647K -$172K -1,561 -21%
BIA
178
Barry Investment Advisors
Massachusetts
$642K +$85.2K +814 +15%
SWP
179
Strategic Wealth Partners
Ohio
$625K – – –
AAS
180
Ameritas Advisory Services
Nebraska
$594K -$698K -6,669 -54%
IAN
181
Integrated Advisors Network
Texas
$591K -$4.42M -42,256 -88%
KWM
182
Kingsview Wealth Management
Oregon
$581K -$376K -3,594 -39%
HA
183
Herold Advisors
New York
$570K -$853K -8,146 -60%
PSCM
184
Per Stirling Capital Management
Texas
$568K +$733 +7 +0.1%
FTUS
185
Flow Traders U.S.
New York
$565K +$565K +5,402 New
HF
186
HRT Financial
New York
$564K +$564K +5,389 New
HNW
187
High Note Wealth
Minnesota
$562K -$10.5K -100 -2%
ST
188
Spinnaker Trust
Maine
$545K -$5.87M -56,046 -91%
APW
189
Austin Private Wealth
Texas
$538K – – –
ACM
190
Advance Capital Management
Michigan
$535K +$105 +1 +0%
OWP
191
Obermeyer Wealth Partners
Colorado
$530K +$1.68K +16 +0.3%
HI
192
Harbour Investments
Wisconsin
$516K -$1.75M -16,691 -77%
EWM
193
Empirical Wealth Management
Washington
$492K -$15.7K -150 -3%
MWAM
194
Manhattan West Asset Management
California
$481K -$51.7K -494 -10%
CIA
195
Concurrent Investment Advisors
Florida
$480K +$245K +2,342 +104%
BCA
196
Bay Colony Advisors
Massachusetts
$471K +$61.3K +586 +15%
KPWS
197
Kestra Private Wealth Services
Texas
$470K +$243K +2,326 +108%
SEIA
198
Signature Estate & Investment Advisors
California
$457K +$1.36K +13 +0.3%
CAGAS
199
Capital Advisory Group Advisory Services
Minnesota
$455K – – –
TNBTD
200
Trustmark National Bank Trust Department
Mississippi
$419K – – –
6 7
8
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