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Invesco S&P 500 GARP ETF

55 hedge funds and large institutions have $137M invested in Invesco S&P 500 GARP ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
17
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16M 196,942 +113,278 +135%
AWM
2
Affinity Wealth Management
Delaware
$14.3M 171,519 +2,069 +1%
Bank of America
3
Bank of America
North Carolina
$12.9M 158,421 +106,205 +203%
MCC
4
Money Concepts Capital
Florida
$9.32M 114,352 +113,788 +20,175%
WMG
5
WESCAP Management Group
California
$8.98M 110,200 +9,939 +10%
KAS
6
Kestra Advisory Services
Texas
$8.85M 108,622 +3,441 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.84M 96,206 +7,751 +9%
WEPOG
8
Wealth Enhancement & Preservation of GA
Georgia
$7.08M 84,649 -1,187 -1%
SVCP
9
Silicon Valley Capital Partners
California
$6.26M 76,812 +76,812 New
RJA
10
Raymond James & Associates
Florida
$4.21M 51,704 +33,482 +184%
LPL Financial
11
LPL Financial
California
$4.01M 49,182 +2,964 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.2M 39,233 +2,517 +7%
NA
13
NewEdge Advisors
Louisiana
$3.1M 38,070 +4,630 +14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.94M 36,132 +11,860 +49%
CWM
15
Cedar Wealth Management
California
$2.84M 34,823 -15,932 -31%
LOIM
16
Liberty One Investment Management
Illinois
$2.81M 34,492 -2,608 -7%
NFG
17
Next Financial Group
Texas
$2.79M 34,231 -11 -0%
SWAG
18
Spectrum Wealth Advisory Group
California
$2.1M 25,742 -818 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.06M 25,316 -4,197 -14%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.8M 22,104 +544 +3%
HNW
21
High Note Wealth
Minnesota
$1.61M 19,817 -804 -4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.59M 19,566 -3,085 -14%
PCG
23
Park Capital Group
California
$1.47M 18,099 +18,099 New
AWM
24
AE Wealth Management
Kansas
$1.12M 13,766 -388,154 -97%
SWM
25
Spire Wealth Management
Virginia
$1.02M 12,482 +12,482 New