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Invesco S&P 500 GARP ETF

56 hedge funds and large institutions have $65.2M invested in Invesco S&P 500 GARP ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 5756 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

10.77% less ownership

Funds ownership: 41.96%31.19% (-11%)

33% less capital invested

Capital invested by funds: $96.7M → $65.2M (-$31.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
14
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.22M +$2.72M +52,231 +122%
WMG
2
WESCAP Management Group
California
$5.16M +$568K +10,919 +13%
Bank of America
3
Bank of America
North Carolina
$4.7M -$4.14M -79,640 -48%
Morgan Stanley
4
Morgan Stanley
New York
$4.62M -$30.7M -589,890 -88%
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$4.1M -$1.57M -30,257 -29%
FHC
6
First Heartland Consultants
Missouri
$3.57M +$11.2K +216 +0.3%
LPL Financial
7
LPL Financial
California
$3.25M -$1.7M -32,768 -36%
CWM
8
Cedar Wealth Management
California
$2.78M +$25.2K +485 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.72M +$63.4K +1,219 +3%
CAG
10
Csenge Advisory Group
Florida
$2.35M +$523K +10,057 +31%
LOIM
11
Liberty One Investment Management
Illinois
$2.25M -$59.1K -1,137 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.12M +$339K +6,510 +20%
SWAG
13
Spectrum Wealth Advisory Group
California
$2.08M -$2.11M -40,487 -52%
Citadel Advisors
14
Citadel Advisors
Florida
$1.69M +$1.6M +30,813 New
RJA
15
Raymond James & Associates
Florida
$1.64M -$4.64M -89,173 -75%
NFG
16
Next Financial Group
Texas
$1.52M +$1.37M +26,354 +1,959%
DADC
17
D.A. Davidson & Co
Montana
$1.39M -$60.6K -1,166 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.38M +$233K +4,475 +22%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.35M -$95.2K -1,830 -7%
TRCT
20
Tower Research Capital (TRC)
New York
$1.16M -$29.8K -573 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.05M -$1.91M -36,701 -66%
AIP
22
Almanack Investment Partners
Pennsylvania
$968K +$916K +17,613 New
Jane Street
23
Jane Street
New York
$767K -$1.48M -28,476 -67%
NA
24
NewEdge Advisors
Louisiana
$722K +$339K +6,524 +99%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$714K -$595K -11,433 -47%