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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
Win Advisors
Florida
$15.2M
5
IA
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$511M
2
Bank of America
Bank of America
North Carolina
$135M
3
ES
Eagle Strategies
New York
$2.01M
4
KAS
Kestra Advisory Services
Texas
$28.5M
5
SVCP
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
201
Barry Investment Advisors
Massachusetts
$478K +$41K +385 +9%
PWM
202
Perigon Wealth Management
California
$474K +$319 +3 +0.1%
KTM
203
Keeler Thomas Management
Utah
$472K -$255K -2,394 -35%
CAGAS
204
Capital Advisory Group Advisory Services
Minnesota
$463K – – –
KWM
205
Kingsview Wealth Management
Oregon
$461K -$139K -1,303 -23%
Jane Street
206
Jane Street
New York
$444K +$444K +4,168 New
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$426K – – –
PSCM
208
Per Stirling Capital Management
Texas
$420K -$179K -1,679 -30%
CBFP
209
Cedar Brook Financial Partners
Ohio
$417K +$37.6K +353 +10%
HI
210
Hudock Inc
Pennsylvania
$394K -$2.59M -24,304 -87%
US Bancorp
211
US Bancorp
Minnesota
$390K +$114K +1,067 +41%
SMC
212
Smith, Moore & Co
Missouri
$384K +$64.1K +602 +20%
ECA
213
Elevated Capital Advisors
Utah
$376K -$4.71M -44,272 -93%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$375K +$148K +1,387 +65%
LA
215
Lifeworks Advisors
Michigan
$342K -$81K -761 -19%
LFA
216
LGT Financial Advisors
Texas
$342K +$7.24K +68 +2%
AWM
217
Aspire Wealth Management
Massachusetts
$342K +$38.5K +362 +13%
TC
218
TownSquare Capital
Utah
$339K +$339K +3,186 New
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$336K -$87.9K -825 -21%
LSA
220
Lion Street Advisors
Texas
$326K – – –
T
221
Tidemark
California
$321K +$10.5K +99 +3%
DA
222
Detalus Advisors
Missouri
$320K +$11.5K +108 +4%
VP
223
Verum Partners
North Carolina
$318K +$1.17K +11 +0.4%
FSA
224
Financial Sense Advisors
California
$316K +$316K +2,966 New
BCA
225
Bay Colony Advisors
Massachusetts
$310K +$86.4K +811 +39%
7 8
9
10 11