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Invesco S&P MidCap 400 GARP ETF

94 hedge funds and large institutions have $303M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.77M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.24M
Goldman Sachs
28
Goldman Sachs
New York
$2.15M
CIA
29
Concurrent Investment Advisors
Florida
$1.92M
FF
30
Fortitude Financial
Washington
$1.9M
Truist Financial
31
Truist Financial
North Carolina
$1.61M
DIP
32
Davis Investment Partners
North Carolina
$1.54M
SPC
33
Sigma Planning Corp
Michigan
$1.39M
AFO
34
Arrowroot Family Office
California
$1.17M
Citadel Advisors
35
Citadel Advisors
Florida
$1.12M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.09M
OC
37
Oppenheimer & Co
New York
$1.02M
Two Sigma Investments
38
Two Sigma Investments
New York
$792K
RWA
39
Redhawk Wealth Advisors
Minnesota
$721K
MML Investors Services
40
MML Investors Services
Massachusetts
$700K
MFG
41
Merit Financial Group
Georgia
$612K
TCM
42
Tandem Capital Management
New Jersey
$578K
BWM
43
BNB Wealth Management
Maryland
$556K
AAS
44
Ameritas Advisory Services
Nebraska
$531K
Mariner
45
Mariner
Kansas
$525K
CWM
46
Cornerstone Wealth Management
Missouri
$515K
FFG
47
Fortune Financial Group
Florida
$504K
CFD
48
Creative Financial Designs
Indiana
$489K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$435K
BCA
50
Bay Colony Advisors
Massachusetts
$396K