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Invesco S&P 500 GARP ETF

98 hedge funds and large institutions have $463M invested in Invesco S&P 500 GARP ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
18
Increased
39
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SVCP
1
Silicon Valley Capital Partners
California
$95.5M 1,046,569 +22,323 +2%
Morgan Stanley
2
Morgan Stanley
New York
$52.5M 575,319 +56,331 +11%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$27M 295,977 +43,943 +17%
GM
4
GeoWealth Management
Illinois
$23.5M 257,775 -27,479 -10%
Bank of America
5
Bank of America
North Carolina
$23.1M 252,781 +72,740 +40%
LPL Financial
6
LPL Financial
California
$21.9M 240,187 +139,393 +138%
AWM
7
Affinity Wealth Management
Delaware
$21.4M 233,758 +9,628 +4%
KAS
8
Kestra Advisory Services
Texas
$17.6M 192,660 +10,084 +6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$12.6M 137,652 +89,885 +188%
UBS Group
10
UBS Group
Switzerland
$11.7M 128,742 +8,861 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$11M 120,030 -2,678 -2%
WMG
12
WESCAP Management Group
California
$10.9M 119,742 -3,547 -3%
RJA
13
Raymond James & Associates
Florida
$10.1M 110,292 +1,524 +1%
AC
14
Avestar Capital
New York
$10M 109,641 +109,641 New
1WM
15
1900 Wealth Management
Texas
$9.87M 108,119 -17,345 -14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.67M 94,995 +78,352 +471%
WEPOG
17
Wealth Enhancement & Preservation of GA
Georgia
$8.23M 90,223 +2,071 +2%
PIA
18
Perennial Investment Advisors
California
$6.49M 71,135 +5,322 +8%
GRP
19
Global Retirement Partners
California
$6.29M 75,897 +75,897 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.74M 62,909 -4,630 -7%
WA
21
Win Advisors
Florida
$4.71M 51,644 -208,703 -80%
NA
22
NewEdge Advisors
Louisiana
$4.23M 46,329 -1,654 -3%
CWM
23
Cedar Wealth Management
California
$3.18M 34,862 +8 +0%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$3.07M 33,602 -9,906 -23%
DWM
25
Darwin Wealth Management
Florida
$2.75M 30,159 +14,029 +87%