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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 %
FCFS
201
First Command Financial Services
Texas
$63.6K +$63.6K +701 New
RWPA
202
Richard W. Paul & Associates
Michigan
$48.2K +$1K +11 +2%
WWM
203
Wagner Wealth Management
South Carolina
$45.9K -$249K -2,741 -84%
PB
204
Pinnacle Bancorp
Nebraska
$43.5K +$91 +1 +0.2%
IGWM
205
ICA Group Wealth Management
Colorado
$41.8K
AP
206
Advisors Preferred
Maryland
$39.9K +$8.92K +98 +29%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$21K -$264K -2,951 -93%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$20.9K
Citadel Advisors
209
Citadel Advisors
Florida
$17.2K -$1.1M -12,074 -98%
Bank Julius Baer & Co
210
Bank Julius Baer & Co
Switzerland
$16K +$16K +172 New
BlackRock
211
BlackRock
New York
$11.4K +$1.91K +21 +20%
GEA
212
Glen Eagle Advisors
New Jersey
$9.08K
PP
213
Pacifica Partners
Canada
$9.03K +$9.03K +100 New
VF
214
VitalStone Financial
Texas
$7K
Simplex Trading
215
Simplex Trading
Illinois
$4K +$4K +45 New
IPW
216
Impact Partnership Wealth
Georgia
$3.72K +$3.72K +41 New
GWSG
217
GPS Wealth Strategies Group
Colorado
$2.27K +$2.27K +25 New
RG
218
Retirement Group
California
$635
CAS
219
Coppell Advisory Solutions
Texas
$361 +$361 +4 New
SL
220
Systelligence LLC
Minnesota
-$24M -281,664 Closed
FFM
221
Fullerton Fund Management
Singapore
-$16.6M -194,400 Closed
AC
222
Avestar Capital
New York
-$16.4M -192,357 Closed
Baird Financial Group
223
Baird Financial Group
Wisconsin
-$2.18M -25,500 Closed
JWM
224
Jackson Wealth Management
Florida
-$1.82M -21,376 Closed
WA
225
Win Advisors
Florida
-$792K -9,162 Closed