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Invesco S&P 500 GARP ETF
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Overview Fund Activity

218 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 GARP ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 22 closing their positions.

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
37
Increased
113
Reduced
48
Closed
22
Calls
$290K
Puts
$1.13M
Net Calls
-$839K
Net Calls Change
-$822K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
Bank of America
2
Bank of America
North Carolina
$96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$91.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.9M
5
LPL Financial
5
LPL Financial
California
$161M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$65.1M
2
MCC
2
Money Concepts Capital
Florida
$1.59M
3
SL
3
Systelligence LLC
Minnesota
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$27M
5
FFM
5
Fullerton Fund Management
Singapore
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$377M 4,153,737 +557,974 +16%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$210M 2,309,704 +137,223 +6%
LPL Financial
3
LPL Financial
California
$161M 1,778,935 +148,825 +9%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$108M 1,190,135 +35,731 +3%
Bank of America
5
Bank of America
North Carolina
$96M 1,057,973 +337,051 +47%
SVCP
6
Silicon Valley Capital Partners
California
$91.6M 1,008,629 +20,176 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$91.1M 1,003,150 +272,149 +37%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$86.9M 957,339 +164,682 +21%
GI
9
Gradient Investments
Minnesota
$72.5M 798,159 +131,080 +20%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$65.1M 716,576 -707,724 -50%
Osaic Holdings
11
Osaic Holdings
Arizona
$48.2M 531,174 +112,963 +27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$35.2M 388,191 +40,618 +12%
UBS Group
13
UBS Group
Switzerland
$27.5M 303,419 +20,873 +7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$27M 297,585 -254,608 -46%
KAS
15
Kestra Advisory Services
Texas
$24.9M 274,534 +57,503 +26%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$24M 264,501 +47,075 +22%
ES
17
Eagle Strategies
New York
$22.1M 243,969 -2,870 -1%
Ameriprise
18
Ameriprise
Minnesota
$19.6M 215,406 +25,160 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$17M 187,728 -13,798 -7%
Stifel Financial
20
Stifel Financial
Missouri
$17M 187,345 -3,753 -2%
AAS
21
Avantax Advisory Services
Texas
$16.7M 184,387 +12,680 +7%
MML Investors Services
22
MML Investors Services
Massachusetts
$16.7M 184,313 +36,163 +24%
AWM
23
Affinity Wealth Management
Delaware
$15.6M 171,513 +27,968 +19%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.3M 146,187 +14,606 +11%
PAG
25
Private Advisor Group
New Jersey
$12.7M 139,793 -5,599 -4%
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