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Invesco S&P 500 GARP ETF
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Overview Fund Activity

48 hedge funds and large institutions have $60.1M invested in Invesco S&P 500 GARP ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
10
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$3.97M
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$5.77M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$3.22M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.68M
5
NA
5
NewEdge Advisors
Louisiana
$1.55M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.71M
2
FHC
2
First Heartland Consultants
Missouri
$578K
3
CAG
3
Csenge Advisory Group
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$3.46M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$909K
Name Market Value Shares Shares
Change 		Shares
Change %
WMG
1
WESCAP Management Group
California
$6.04M 101,463 +7,553 +8%
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$5.77M 96,786 +22,269 +30%
Morgan Stanley
3
Morgan Stanley
New York
$4.52M 75,811 -8,243 -10%
KAS
4
Kestra Advisory Services
Texas
$3.97M 66,674 +66,674 New
Bank of America
5
Bank of America
North Carolina
$3.46M 58,109 -27,455 -32%
SWAG
6
Spectrum Wealth Advisory Group
California
$3.22M 54,146 +16,241 +43%
LPL Financial
7
LPL Financial
California
$3.04M 51,003 -8,112 -14%
CWM
8
Cedar Wealth Management
California
$3.02M 50,673 +144 +0.3%
Citadel Advisors
9
Citadel Advisors
Florida
$2.68M 44,910 +14,097 +46%
LOIM
10
Liberty One Investment Management
Illinois
$2.38M 39,880 -1,140 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.25M 37,836 -11,696 -24%
NFG
12
Next Financial Group
Texas
$1.97M 33,101 +5,402 +20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.71M 28,678 -66,284 -70%
NA
14
NewEdge Advisors
Louisiana
$1.55M 25,999 +12,853 +98%
DADC
15
D.A. Davidson & Co
Montana
$1.44M 24,169 -1,069 -4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.38M 23,112 -1,405 -6%
RJA
17
Raymond James & Associates
Florida
$1.37M 23,041 -6,861 -23%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.19M 20,013 -5,026 -20%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.19M 19,889 +6,893 +53%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$989K 16,605 -2,539 -13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$909K 15,256 -23,378 -61%
GC
22
Grimes & Company
Massachusetts
$658K 11,045 – –
MA
23
Mutual Advisors
Nebraska
$617K 10,355 -424 -4%
CCA
24
Clearwater Capital Advisors
Illinois
$614K 10,306 -50 -0.5%
TRCT
25
Tower Research Capital (TRC)
New York
$582K 9,772 -11,260 -54%
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