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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
LPL Financial
LPL Financial
California
$326M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
Wells Fargo
California
$51.3M
5
MML Investors Services
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$48.6M
2
LC
Legacy CG
Texas
$0
3
SL
Systelligence LLC
Minnesota
$0
4
B
Barings
North Carolina
$0
5
OFS
OneAscent Financial Services
Alabama
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
201
Capital Advisory Group Advisory Services
Minnesota
$426K +$426K +4,348 New
AWA
202
Arete Wealth Advisors
Illinois
$415K +$415K +4,232 New
Fisher Asset Management
203
Fisher Asset Management
Washington
$410K +$410K +4,182 New
BIA
204
Barry Investment Advisors
Massachusetts
$402K +$54.3K +554 +16%
WLPWM
205
Walled Lake Planning & Wealth Management
Illinois
$402K +$1.86K +19 +0.5%
TNBTD
206
Trustmark National Bank Trust Department
Mississippi
$392K – – –
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$390K +$390K +3,983 New
LA
208
Lifeworks Advisors
Michigan
$390K +$390K +3,977 New
PPC
209
Park Place Capital
Alabama
$363K +$324K +3,305 +839%
CBFP
210
Cedar Brook Financial Partners
Ohio
$342K +$342K +3,565 New
GVAG
211
Great Valley Advisor Group
Delaware
$340K +$340K +3,472 New
PMG
212
ProVise Management Group
Florida
$327K +$6.47K +66 +2%
LSA
213
Lion Street Advisors
Texas
$326K -$124K -1,263 -28%
LFA
214
LGT Financial Advisors
Texas
$308K +$3.92K +40 +1%
SMC
215
Smith, Moore & Co
Missouri
$295K +$37.3K +380 +14%
SFC
216
SYM Financial Corp
Indiana
$294K +$294K +2,998 New
VP
217
Verum Partners
North Carolina
$292K -$1.96K -20 -0.7%
FIM
218
Freedom Investment Management
Connecticut
$287K +$287K +2,932 New
T
219
Tidemark
California
$286K +$286K +2,918 New
DA
220
Detalus Advisors
Missouri
$284K +$39.3K +401 +16%
WBC
221
West Branch Capital
Massachusetts
$282K – – –
AWM
222
Aspire Wealth Management
Massachusetts
$279K – – –
IWM
223
Iams Wealth Management
Nebraska
$279K +$14.9K +152 +6%
WBG
224
Wharton Business Group
Pennsylvania
$277K – – –
NF
225
Nvest Financial
New Hampshire
$269K +$269K +2,744 New
7 8
9
10 11