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Invesco S&P 500 GARP ETF
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Overview Fund Activity

82 hedge funds and large institutions have $345M invested in Invesco S&P 500 GARP ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
21
Increased
27
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
LPL Financial
2
LPL Financial
California
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$7.08M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.11M
5
WWM
5
WJ Wealth Management
Arizona
$3.58M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$29.7M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$2.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.49M
4
1WM
4
1900 Wealth Management
Texas
$12.7M
5
NFG
5
Next Financial Group
Texas
$792K
Name Market Value Shares Shares
Change 		Shares
Change %
SVCP
1
Silicon Valley Capital Partners
California
$90.3M 1,038,518 -4,185 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$39.5M 454,333 +135,624 +43%
MCM
3
Mainstay Capital Management
Michigan
$29.7M 341,396 -321,908 -49%
AWM
4
Affinity Wealth Management
Delaware
$18.1M 210,002 +11,549 +6%
Bank of America
5
Bank of America
North Carolina
$15.5M 178,206 +23,136 +15%
KAS
6
Kestra Advisory Services
Texas
$13.2M 151,642 +14,820 +11%
1WM
7
1900 Wealth Management
Texas
$12.7M 145,556 -29,190 -17%
LPL Financial
8
LPL Financial
California
$10.9M 124,878 +65,235 +109%
RJA
9
Raymond James & Associates
Florida
$10.5M 121,111 +25,095 +26%
LMIM
10
Lockheed Martin Investment Management
Maryland
$10.3M 118,100 – –
WMG
11
WESCAP Management Group
California
$10.2M 117,718 +4,227 +4%
WEPOG
12
Wealth Enhancement & Preservation of GA
Georgia
$7.52M 86,412 -900 -1%
UBS Group
13
UBS Group
Switzerland
$7.08M 81,326 +62,071 +322%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.6M 75,867 -21,297 -22%
NA
15
NewEdge Advisors
Louisiana
$4.92M 56,501 +20,021 +55%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.88M 56,133 +18,491 +49%
PIA
17
Perennial Investment Advisors
California
$4.72M 54,275 +26,291 +94%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$4.11M 47,239 +46,243 +4,643%
WWM
19
WJ Wealth Management
Arizona
$3.58M 41,108 +41,108 New
CWM
20
Cedar Wealth Management
California
$3.03M 34,844 – –
LOIM
21
Liberty One Investment Management
Illinois
$2.58M 29,633 -1,827 -6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.49M 28,652 -30,439 -52%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.26M 25,940 -33,989 -57%
Barclays
24
Barclays
United Kingdom
$2.21M 25,443 +24,859 +4,257%
SWAG
25
Spectrum Wealth Advisory Group
California
$2.13M 24,469 -842 -3%
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