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Invesco S&P 500 GARP ETF
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Overview Fund Activity

141 hedge funds and large institutions have $750M invested in Invesco S&P 500 GARP ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.44%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
34
Increased
68
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$149M
2
GI
2
Gradient Investments
Minnesota
$49M
3
LPL Financial
3
LPL Financial
California
$52.3M
4
FFM
4
Fullerton Fund Management
Singapore
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$38.2M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$2.12M
3
SVCP
3
Silicon Valley Capital Partners
California
$74.1M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$203K
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$149M 1,987,323 +1,050,621 +112%
SVCP
2
Silicon Valley Capital Partners
California
$74.1M 990,797 -41,925 -4%
LPL Financial
3
LPL Financial
California
$52.3M 699,201 +227,100 +48%
GI
4
Gradient Investments
Minnesota
$49M 654,460 +654,460 New
Bank of America
5
Bank of America
North Carolina
$38.2M 510,270 +133,485 +35%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$34.4M 460,045 +86,416 +23%
UBS Group
7
UBS Group
Switzerland
$21M 280,163 +85,006 +44%
SL
8
Systelligence LLC
Minnesota
$19.9M 266,300 +35,260 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19.8M 264,580 +129,773 +96%
AWM
10
Affinity Wealth Management
Delaware
$18.1M 241,909 +4,296 +2%
Ameriprise
11
Ameriprise
Minnesota
$15.7M 209,674 +24,067 +13%
KAS
12
Kestra Advisory Services
Texas
$14.7M 196,205 +598 +0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.3M 190,769 +53,860 +39%
AC
14
Avestar Capital
New York
$14.1M 188,571 +5,982 +3%
FFM
15
Fullerton Fund Management
Singapore
$12.1M 162,000 +162,000 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.3M 150,923 +22,264 +17%
WMG
17
WESCAP Management Group
California
$7.88M 105,350 +1,444 +1%
GRP
18
Global Retirement Partners
California
$7.49M 91,391 +11,714 +15%
1WM
19
1900 Wealth Management
Texas
$7.37M 98,519 +2,707 +3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$7.06M 94,386 +2,191 +2%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$7.05M 94,220 -2,717 -3%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$6.48M 86,573 +86,573 New
PAG
23
Private Advisor Group
New Jersey
$6.39M 85,380 +12,737 +18%
PIA
24
Perennial Investment Advisors
California
$6.19M 82,737 +7,256 +10%
PS
25
Planned Solutions
California
$5.96M 79,586 +79,586 New
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