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Invesco S&P 500 GARP ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.74B invested in Invesco S&P 500 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 41 closing their positions.

Holders
322
Holders Change
-15
Holders Change %
-4.45%
% of All Funds
4.66%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
29
Increased
101
Reduced
137
Closed
41
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
-$881K

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$10.6M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$9.53M
3
GS
3
GTS Securities
New York
$7.74M
4
AWM
4
AE Wealth Management
Kansas
$5.66M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$25.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$418M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.1M
5
AWM
5
Affinity Wealth Management
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$418M 3,992,259 -558,933 -12%
LPL Financial
2
LPL Financial
California
$353M 3,374,367 -265,497 -7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$146M 1,398,397 +10,296 +0.7%
Bank of America
4
Bank of America
North Carolina
$141M 1,344,834 -109,551 -8%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$133M 1,274,526 -39,905 -3%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$133M 1,269,426 +13,062 +1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$82.2M 785,446 +3,069 +0.4%
SVCP
8
Silicon Valley Capital Partners
California
$55.6M 531,547 -172,226 -24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$50.3M 480,300 -1,750,508 -78%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$46.6M 445,470 -134,747 -23%
RJA
11
Raymond James & Associates
Florida
$44.9M 428,511 +33,934 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$44.2M 422,236 -9,235 -2%
UBS Group
13
UBS Group
Switzerland
$41.8M 399,819 -12,745 -3%
Wells Fargo
14
Wells Fargo
California
$34M 324,705 -34,382 -10%
Osaic Holdings
15
Osaic Holdings
Arizona
$29M 277,225 -77,339 -22%
HFS
16
Howard Financial Services
Texas
$28.9M 275,817 +29,164 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.7M 264,931 -249,334 -48%
Ameriprise
18
Ameriprise
Minnesota
$27.3M 253,398 -71,051 -22%
Stifel Financial
19
Stifel Financial
Missouri
$27M 257,801 -18,565 -7%
DOA
20
D'Orazio & Associates
Virginia
$26.1M 249,712 -11,144 -4%
AAG
21
Armstrong Advisory Group
Massachusetts
$25.4M 242,332 +16,585 +7%
HighTower Advisors
22
HighTower Advisors
Illinois
$25.1M 239,668 +44,237 +23%
SWP
23
Stratos Wealth Partners
Ohio
$23.8M 227,668 +8,112 +4%
PIA
24
Perennial Investment Advisors
California
$21.5M 205,643 +9,651 +5%
AAS
25
Avantax Advisory Services
Texas
$21.5M 205,396 +12,503 +6%
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