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Invesco S&P 500 GARP ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 20 closing their positions.

Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
66
Increased
87
Reduced
31
Closed
20
Calls
$51K
Puts
$68K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$185M
2
Morgan Stanley
2
Morgan Stanley
New York
$307M
3
LPL Financial
3
LPL Financial
California
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$47.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$24.1M
3
PAG
3
Private Advisor Group
New Jersey
$12.4M
4
VWA
4
V Wealth Advisors
Kansas
$0
5
PTC
5
Private Trust Company
Ohio
$154K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$307M 3,595,763 +575,597 +19%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$185M 2,172,481 +1,462,460 +206%
LPL Financial
3
LPL Financial
California
$139M 1,630,110 +529,509 +48%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$121M 1,424,300 +346,187 +32%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$98.5M 1,154,404 +79,191 +7%
SVCP
6
Silicon Valley Capital Partners
California
$84.3M 988,453 +19,956 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$67.6M 792,657 +108,172 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$62.4M 731,001 +404,139 +124%
Bank of America
9
Bank of America
North Carolina
$61.5M 720,922 +198,784 +38%
GI
10
Gradient Investments
Minnesota
$56.9M 667,079 +12,381 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$47.1M 552,193 +398,897 +260%
Osaic Holdings
12
Osaic Holdings
Arizona
$35.7M 418,211 +110,936 +36%
UBS Group
13
UBS Group
Switzerland
$24.1M 282,546 -55,375 -16%
SL
14
Systelligence LLC
Minnesota
$24M 281,664 +7,763 +3%
ES
15
Eagle Strategies
New York
$21.1M 246,839 +146,410 +146%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$18.5M 217,426 +93,864 +76%
KAS
17
Kestra Advisory Services
Texas
$18.5M 217,031 +10,715 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.2M 201,526 +69,864 +53%
FFM
19
Fullerton Fund Management
Singapore
$16.6M 194,400 +194,400 New
AC
20
Avestar Capital
New York
$16.4M 192,357 -1,989 -1%
Stifel Financial
21
Stifel Financial
Missouri
$16.3M 191,098 +174,420 +1,046%
Ameriprise
22
Ameriprise
Minnesota
$16.3M 190,246 -5,821 -3%
AAS
23
Avantax Advisory Services
Texas
$14.6M 171,707 +9,286 +6%
RJA
24
Raymond James & Associates
Florida
$13.5M 157,686 +63,392 +67%
MML Investors Services
25
MML Investors Services
Massachusetts
$12.6M 148,150 +135,388 +1,061%
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