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Invesco S&P 500 GARP ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.28B invested in Invesco S&P 500 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
50
Increased
132
Reduced
111
Closed
32
Calls
$1.06M
Puts
$31K
Net Calls
+$1.03M
Net Calls Change
+$986K

Top Buyers

1
AAG
1
Armstrong Advisory Group
Massachusetts
$23.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$143M
3
Bank of America
3
Bank of America
North Carolina
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
SMM
5
Stadion Money Management
Georgia
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$468M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$50M
3
Wells Fargo
3
Wells Fargo
California
$36.9M
4
GM
4
GeoWealth Management
Illinois
$658K
5
4WM
5
49 Wealth Management
Texas
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
201
Institute for Wealth Management
Colorado
$510K -$118K -1,144 -19%
EWM
202
Empirical Wealth Management
Washington
$498K – – –
PTC
203
Private Trust Company
Ohio
$493K -$45.4K -442 -8%
GVAG
204
Great Valley Advisor Group
Delaware
$492K +$492K +4,790 New
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$483K -$383K -3,727 -44%
FC
206
Fairscale Capital
New Hampshire
$464K +$464K +4,355 New
SEIA
207
Signature Estate & Investment Advisors
California
$448K +$448K +4,355 New
CAGAS
208
Capital Advisory Group Advisory Services
Minnesota
$447K – – –
LFAS
209
Level Four Advisory Services
Texas
$416K -$4.99M -48,537 -92%
KTM
210
Keeler Thomas Management
Utah
$414K -$41.1K -400 -9%
SMC
211
Smith, Moore & Co
Missouri
$412K +$41.1K +400 +11%
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$411K – – –
GC
213
Grimes & Company
Massachusetts
$411K -$59.7K -581 -13%
BCA
214
Bay Colony Advisors
Massachusetts
$402K +$102K +996 +34%
JCM
215
Jacobi Capital Management
Pennsylvania
$398K -$383K -3,726 -49%
VA
216
Valmark Advisers
Ohio
$376K +$376K +3,662 New
AWM
217
AE Wealth Management
Kansas
$366K -$4.82M -46,875 -93%
US Bancorp
218
US Bancorp
Minnesota
$364K -$13.1K -127 -3%
VT
219
Vise Technologies
New York
$341K +$341K +3,317 New
AWM
220
Aspire Wealth Management
Massachusetts
$340K +$10.4K +101 +3%
BCM
221
Brookstone Capital Management
Illinois
$339K +$339K +3,221 New
AWA
222
Arete Wealth Advisors
Illinois
$331K +$331K +3,224 New
OWM
223
OneAscent Wealth Management
Alabama
$324K -$1.61M -15,651 -83%
NF
224
Nvest Financial
New Hampshire
$316K +$33.3K +324 +12%
DA
225
Detalus Advisors
Missouri
$309K +$103 +1 +0%
7 8
9
10 11