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Invesco S&P 500 GARP ETF
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Overview Fund Activity

55 hedge funds and large institutions have $172M invested in Invesco S&P 500 GARP ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$29M
2
SS
2
Simplicity Solutions
Minnesota
$27.9M
3
TC
3
Trilogy Capital
California
$18M
4
AWM
4
Affinity Wealth Management
Delaware
$12.8M
5
1WM
5
1900 Wealth Management
Texas
$7.23M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SWAG
2
Spectrum Wealth Advisory Group
California
$1.91M
3
DADC
3
D.A. Davidson & Co
Montana
$430K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$6.18M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$29M 401,920 +395,634 +6,294%
SS
2
Simplicity Solutions
Minnesota
$27.9M 387,073 +387,073 New
TC
3
Trilogy Capital
California
$18M 249,873 +249,873 New
AWM
4
Affinity Wealth Management
Delaware
$12.8M 169,450 +169,450 New
KAS
5
Kestra Advisory Services
Texas
$7.54M 105,181 +38,507 +58%
1WM
6
1900 Wealth Management
Texas
$7.23M 100,340 +100,340 New
WMG
7
WESCAP Management Group
California
$7.22M 100,261 -1,202 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.37M 88,455 +68,566 +345%
WEPOG
9
Wealth Enhancement & Preservation of GA
Georgia
$6.18M 85,836 -10,950 -11%
Morgan Stanley
10
Morgan Stanley
New York
$6.03M 83,664 +7,853 +10%
Bank of America
11
Bank of America
North Carolina
$3.76M 52,216 -5,893 -10%
CWM
12
Cedar Wealth Management
California
$3.66M 50,755 +82 +0.2%
LPL Financial
13
LPL Financial
California
$3.33M 46,218 -4,785 -9%
LOIM
14
Liberty One Investment Management
Illinois
$2.67M 37,100 -2,780 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.65M 36,716 -1,120 -3%
NFG
16
Next Financial Group
Texas
$2.47M 34,242 +1,141 +3%
LAS
17
Lloyd Advisory Services
Georgia
$2.46M 34,185 +34,185 New
NA
18
NewEdge Advisors
Louisiana
$2.41M 33,440 +7,441 +29%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.13M 29,513 +14,257 +93%
SWAG
20
Spectrum Wealth Advisory Group
California
$1.91M 26,560 -27,586 -51%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.75M 24,272 -4,406 -15%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.63M 22,651 -461 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.55M 21,560 +1,547 +8%
HNW
24
High Note Wealth
Minnesota
$1.49M 20,621 +20,621 New
AIP
25
Almanack Investment Partners
Pennsylvania
$1.35M 18,740 +18,740 New
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