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Invesco S&P 500 GARP ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.28B invested in Invesco S&P 500 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 32 closing their positions.

Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
50
Increased
132
Reduced
111
Closed
32
Calls
$1.06M
Puts
$31K
Net Calls
+$1.03M
Net Calls Change
+$986K

Top Buyers

1
AAG
1
Armstrong Advisory Group
Massachusetts
$23.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$143M
3
Bank of America
3
Bank of America
North Carolina
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
SMM
5
Stadion Money Management
Georgia
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$468M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$50M
3
Wells Fargo
3
Wells Fargo
California
$36.9M
4
GM
4
GeoWealth Management
Illinois
$658K
5
4WM
5
49 Wealth Management
Texas
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$468M 4,551,192 -248,533 -5%
LPL Financial
2
LPL Financial
California
$374M 3,639,864 +109,896 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$229M 2,230,808 -82,582 -4%
Bank of America
4
Bank of America
North Carolina
$149M 1,454,385 +188,002 +15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$143M 1,388,101 +218,760 +19%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$135M 1,314,431 +17,717 +1%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$129M 1,256,364 +31,185 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$80.4M 782,377 +77,616 +11%
SVCP
9
Silicon Valley Capital Partners
California
$72.3M 703,773 +13,427 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$59.6M 580,217 -28,325 -5%
MML Investors Services
11
MML Investors Services
Massachusetts
$56.3M 548,202 -51,815 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$52.9M 514,265 -14,474 -3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$50M 486,608 -201,389 -29%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$44.3M 431,471 +14,248 +3%
UBS Group
15
UBS Group
Switzerland
$42.4M 412,564 -17,877 -4%
RJA
16
Raymond James & Associates
Florida
$40.6M 394,577 +58,867 +18%
Wells Fargo
17
Wells Fargo
California
$36.9M 359,087 -193,616 -35%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$36.8M 358,517 -72,563 -17%
Osaic Holdings
19
Osaic Holdings
Arizona
$36.5M 354,564 -17,708 -5%
Ameriprise
20
Ameriprise
Minnesota
$33.2M 324,449 -65,034 -17%
AWM
21
Affinity Wealth Management
Delaware
$28.7M 279,354 +44,907 +19%
Stifel Financial
22
Stifel Financial
Missouri
$28.4M 276,366 +7,148 +3%
KAS
23
Kestra Advisory Services
Texas
$27.8M 270,036 +2,343 +0.9%
DOA
24
D'Orazio & Associates
Virginia
$26.8M 260,856 +22,927 +10%
HFS
25
Howard Financial Services
Texas
$25.4M 246,653 +41,985 +21%
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