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Invesco S&P 500 GARP ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.74B invested in Invesco S&P 500 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-15
Holders Change %
-4.45%
% of All Funds
4.66%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
29
Increased
101
Reduced
137
Closed
41
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
-$881K

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$10.6M
2
GS
2
GTS Securities
New York
$7.74M
3
AWM
3
AE Wealth Management
Kansas
$5.66M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$25.1M
5
MWM
5
Modern Wealth Management
Kansas
$3.76M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$418M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.1M
5
AWM
5
Affinity Wealth Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
201
Jacobi Capital Management
Pennsylvania
$414K +$8.9K +85 +2%
FC
202
Fairscale Capital
New Hampshire
$402K -$53.6K -512 -12%
KTM
203
Keeler Thomas Management
Utah
$397K -$24.6K -235 -6%
GVAG
204
Great Valley Advisor Group
Delaware
$351K -$151K -1,444 -30%
9WM
205
9258 Wealth Management
Ohio
$347K +$81.6K +780 +31%
TSS
206
Two Sigma Securities
New York
$345K +$345K +3,292 New
IWM
207
Iams Wealth Management
Nebraska
$332K +$55.8K +533 +20%
YIH
208
Y-Intercept (HK)
Hong Kong
$329K +$329K +3,145 New
US Bancorp
209
US Bancorp
Minnesota
$327K -$43.2K -413 -12%
LFAS
210
Level Four Advisory Services
Texas
$323K -$100K -958 -24%
DA
211
Detalus Advisors
Missouri
$323K +$8.79K +84 +3%
SWM
212
Silverlake Wealth Management
Vermont
$316K -$961K -9,180 -75%
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$316K +$25.8K +246 +9%
VP
214
Verum Partners
North Carolina
$315K +$942 +9 +0.3%
NF
215
Nvest Financial
New Hampshire
$311K -$11.3K -108 -4%
ECA
216
Elevated Capital Advisors
Utah
$310K +$733 +7 +0.2%
AWA
217
Arete Wealth Advisors
Illinois
$309K -$27.1K -260 -8%
GC
218
Grimes & Company
Massachusetts
$302K -$116K -1,113 -28%
WBG
219
Wharton Business Group
Pennsylvania
$296K – – –
HWM
220
HRC Wealth Management
Idaho
$292K +$1.67K +16 +0.6%
RJT
221
Raymond James Trust
Florida
$290K +$57K +545 +25%
FAM
222
Formidable Asset Management
Ohio
$284K -$2.12M -20,291 -88%
SYBT
223
Stock Yards Bank & Trust
Kentucky
$283K – – –
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$280K – – –
VA
225
Valmark Advisers
Ohio
$279K -$104K -997 -27%
7 8
9
10 11