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Invesco S&P 500 GARP ETF
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Overview Fund Activity

159 hedge funds and large institutions have $1.29B invested in Invesco S&P 500 GARP ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
+18
Holders Change %
+12.77%
% of All Funds
2.57%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
36
Increased
79
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$88.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$249M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$89.1M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$58.6M
5
LPL Financial
5
LPL Financial
California
$90.9M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
FFM
2
Fullerton Fund Management
Singapore
$0
3
PG
3
Prostatis Group
Maryland
$1.13M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
SIM
5
Seaview Investment Managers
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$249M 3,020,166 +1,032,843 +52%
LPL Financial
2
LPL Financial
California
$90.9M 1,100,601 +401,400 +57%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$89.1M 1,078,113 +991,540 +1,145%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$88.8M 1,075,213 +1,075,213 New
SVCP
5
Silicon Valley Capital Partners
California
$80M 968,497 -22,300 -2%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$58.6M 710,021 +709,696 +218,368%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$56.5M 684,485 +224,440 +49%
GI
8
Gradient Investments
Minnesota
$54.1M 654,698 +238 +0%
Bank of America
9
Bank of America
North Carolina
$43.1M 522,138 +11,868 +2%
UBS Group
10
UBS Group
Switzerland
$27.9M 337,921 +57,758 +21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$27M 326,862 +300,482 +1,139%
Osaic Holdings
12
Osaic Holdings
Arizona
$25.4M 307,275 +116,506 +61%
SL
13
Systelligence LLC
Minnesota
$22.6M 273,901 +7,601 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$22.1M 267,336 +2,756 +1%
KAS
15
Kestra Advisory Services
Texas
$17M 206,316 +10,111 +5%
Ameriprise
16
Ameriprise
Minnesota
$16.2M 196,067 -13,607 -6%
AC
17
Avestar Capital
New York
$16.1M 194,346 +5,775 +3%
AAS
18
Avantax Advisory Services
Texas
$13.4M 162,421 +148,896 +1,101%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$12.7M 153,296 +152,225 +14,213%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.9M 131,662 -19,261 -13%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$10.2M 123,562 +29,176 +31%
LAM
22
Lifestyle Asset Management
Texas
$9.68M 117,150 +117,150 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$9.52M 115,254 +48,672 +73%
Jane Street
24
Jane Street
New York
$9.1M 110,207 +53,184 +93%
WMG
25
WESCAP Management Group
California
$8.98M 108,769 +3,419 +3%
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