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Invesco S&P 500 GARP ETF
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Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$244M
2
Morgan Stanley
2
Morgan Stanley
New York
$455M
3
Bank of America
3
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$100M
2
PG
2
Prostatis Group
Maryland
$1.51M
3
GI
3
Gradient Investments
Minnesota
$101K
4
SVCP
4
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$455M 4,986,125 +832,388 +20%
LPL Financial
2
LPL Financial
California
$244M 2,670,278 +891,343 +50%
Bank of America
3
Bank of America
North Carolina
$136M 1,485,161 +427,188 +40%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M 1,309,544 +306,394 +31%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$110M 1,204,987 +14,852 +1%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$100M 1,101,210 -1,208,494 -52%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$92.5M 1,013,971 +56,632 +6%
SVCP
8
Silicon Valley Capital Partners
California
$81.1M 888,732 -119,897 -12%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$79M 865,321 +148,745 +21%
Osaic Holdings
10
Osaic Holdings
Arizona
$61.9M 678,589 +147,415 +28%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$39.3M 430,997 +284,810 +195%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$38.7M 424,429 +36,238 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$31.5M 345,160 +157,432 +84%
UBS Group
14
UBS Group
Switzerland
$31.4M 343,992 +40,573 +13%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$30.8M 337,825 +73,324 +28%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$29.9M 327,234 +29,649 +10%
KAS
17
Kestra Advisory Services
Texas
$28M 307,114 +32,580 +12%
MML Investors Services
18
MML Investors Services
Massachusetts
$24.3M 265,843 +81,530 +44%
Wells Fargo
19
Wells Fargo
California
$22.8M 249,993 +224,953 +898%
ES
20
Eagle Strategies
New York
$21.8M 238,472 -5,497 -2%
Ameriprise
21
Ameriprise
Minnesota
$18.6M 204,352 -11,054 -5%
Stifel Financial
22
Stifel Financial
Missouri
$18.6M 203,871 +16,526 +9%
AAS
23
Avantax Advisory Services
Texas
$17.5M 191,843 +7,456 +4%
AWM
24
Affinity Wealth Management
Delaware
$17.1M 187,826 +16,313 +10%
RJA
25
Raymond James & Associates
Florida
$15.4M 168,273 +31,493 +23%
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