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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
LPL Financial
2
LPL Financial
California
$326M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
4
Wells Fargo
California
$51.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$48.6M
2
LC
2
Legacy CG
Texas
$0
3
SL
3
Systelligence LLC
Minnesota
$0
4
B
4
Barings
North Carolina
$0
5
OFS
5
OneAscent Financial Services
Alabama
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$998M 10,179,106 +5,192,981 +104%
LPL Financial
2
LPL Financial
California
$326M 3,328,513 +658,235 +25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$191M 1,952,588 +643,044 +49%
Bank of America
4
Bank of America
North Carolina
$149M 1,522,473 +37,312 +3%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$120M 1,228,028 +23,041 +2%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$119M 1,218,843 +117,633 +11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$114M 1,165,962 +151,991 +15%
SVCP
8
Silicon Valley Capital Partners
California
$86.2M 878,833 -9,899 -1%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$85M 866,660 +1,339 +0.2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$55M 560,654 +233,420 +71%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$54.6M 557,049 +126,052 +29%
MML Investors Services
12
MML Investors Services
Massachusetts
$51.8M 528,800 +262,957 +99%
Wells Fargo
13
Wells Fargo
California
$51.3M 523,727 +273,734 +109%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$49.8M 508,405 +163,245 +47%
Osaic Holdings
15
Osaic Holdings
Arizona
$48.6M 495,707 -182,882 -27%
KAS
16
Kestra Advisory Services
Texas
$46.5M 474,308 +167,194 +54%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$43.1M 439,527 +15,098 +4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$39.2M 399,863 +62,038 +18%
Ameriprise
19
Ameriprise
Minnesota
$38M 388,099 +183,747 +90%
UBS Group
20
UBS Group
Switzerland
$35.6M 363,383 +19,391 +6%
RJA
21
Raymond James & Associates
Florida
$29.2M 297,435 +129,162 +77%
ES
22
Eagle Strategies
New York
$23.2M 236,954 -1,518 -0.6%
AWM
23
Affinity Wealth Management
Delaware
$22.8M 232,463 +44,637 +24%
DOA
24
D'Orazio & Associates
Virginia
$21.3M 217,540 +119,312 +121%
AAS
25
Avantax Advisory Services
Texas
$21M 214,272 +22,429 +12%
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