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Invesco S&P 500 GARP ETF
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Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$244M
2
Morgan Stanley
2
Morgan Stanley
New York
$455M
3
Bank of America
3
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$100M
2
PG
2
Prostatis Group
Maryland
$1.51M
3
GI
3
Gradient Investments
Minnesota
$101K
4
SVCP
4
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWMGP
201
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$235K -$46.8K -513 -17%
HI
202
Harbour Investments
Wisconsin
$232K -$6.2K -68 -3%
OWA
203
Opal Wealth Advisors
New York
$230K +$230K +2,525 New
ESB
204
Essex Savings Bank
Connecticut
$228K +$228K +2,500 New
DA
205
Detalus Advisors
Missouri
$227K -$5.38K -59 -2%
CCA
206
Clearwater Capital Advisors
Illinois
$225K -$42.2K -463 -16%
PTC
207
Private Trust Company
Ohio
$219K +$32.5K +356 +17%
KPWS
208
Kestra Private Wealth Services
Texas
$215K +$215K +2,361 New
TSWM
209
Triangle Securities Wealth Management
North Carolina
$215K +$215K +2,358 New
RFN
210
RDA Financial Network
Iowa
$205K -$15.6K -171 -7%
WWM
211
Wagner Wealth Management
South Carolina
$143K +$96.6K +1,059 +209%
AP
212
Advisors Preferred
Maryland
$133K +$93.4K +1,033 +236%
RIA
213
Realta Investment Advisors
Delaware
$120K – – –
CAL
214
Capital Analysts LLC
Pennsylvania
$113K – – –
GI
215
Gradient Investments
Minnesota
$101K -$72.7M -797,057 -100%
OP
216
ORG Partners
Indiana
$100K +$100K +1,096 New
MA
217
MCF Advisors
Kentucky
$97.9K +$97.9K +1,073 New
RFA
218
Resurgent Financial Advisors
Georgia
$94K +$94K +1,030 New
HGERS
219
Householder Group Estate & Retirement Specialist
Arizona
$84.1K +$84.1K +922 New
SC
220
Stephens Consulting
Michigan
$72.4K -$8.67K -95 -11%
CFD
221
Creative Financial Designs
Indiana
$70.1K +$182 +2 +0.3%
AIC
222
Archer Investment Corporation
Indiana
$69.2K – – –
FCAS
223
First Command Advisory Services
Texas
$63.9K +$63.9K +701 New
EDRH
224
Edmond de Rothschild Holding
Switzerland
$56.8K +$56.8K +623 New
HNB
225
Huntington National Bank
Ohio
$55.7K -$92.6K – –
7 8
9
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