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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
2
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
4
Win Advisors
Florida
$15.2M
5
IA
5
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$511M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
ES
3
Eagle Strategies
New York
$2.01M
4
KAS
4
Kestra Advisory Services
Texas
$28.5M
5
SVCP
5
Silicon Valley Capital Partners
California
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$511M 4,799,725 -5,379,381 -53%
LPL Financial
2
LPL Financial
California
$376M 3,529,968 +201,455 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$246M 2,313,390 +360,802 +18%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$138M 1,296,714 +77,871 +6%
Bank of America
5
Bank of America
North Carolina
$135M 1,266,383 -256,090 -17%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$130M 1,225,179 -2,849 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$125M 1,169,341 +3,379 +0.3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$75.1M 704,761 +144,107 +26%
SVCP
9
Silicon Valley Capital Partners
California
$73.5M 690,346 -188,487 -21%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$73.3M 687,997 -178,663 -21%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$64.8M 608,542 +51,493 +9%
MML Investors Services
12
MML Investors Services
Massachusetts
$63.9M 600,017 +71,217 +13%
Wells Fargo
13
Wells Fargo
California
$58.9M 552,703 +28,976 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$56.3M 528,739 +20,334 +4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$45.9M 431,080 +31,217 +8%
UBS Group
16
UBS Group
Switzerland
$45.8M 430,441 +67,058 +18%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$44.4M 417,223 -22,304 -5%
Ameriprise
18
Ameriprise
Minnesota
$41.8M 389,483 +1,384 +0.4%
Osaic Holdings
19
Osaic Holdings
Arizona
$39.7M 372,272 -123,435 -25%
RJA
20
Raymond James & Associates
Florida
$35.7M 335,710 +38,275 +13%
Stifel Financial
21
Stifel Financial
Missouri
$28.7M 269,218 +68,600 +34%
KAS
22
Kestra Advisory Services
Texas
$28.5M 267,693 -206,615 -44%
DOA
23
D'Orazio & Associates
Virginia
$25.3M 237,929 +20,389 +9%
AWM
24
Affinity Wealth Management
Delaware
$25M 234,447 +1,984 +0.9%
SWP
25
Stratos Wealth Partners
Ohio
$22.7M 213,277 +42,643 +25%
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