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Invesco S&P MidCap 400 GARP ETF

52 hedge funds and large institutions have $125M invested in Invesco S&P MidCap 400 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
26
Axxcess Wealth Management
California
$648K -$13.4K -154 -2%
WIP
27
WealthCare Investment Partners
Rhode Island
$645K +$645K +7,467 New
Lido Advisors
28
Lido Advisors
California
$515K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$454K -$21.6K -248 -5%
WIM
30
Waycross Investment Management
Washington
$358K -$437 -5 -0.1%
RJT
31
Raymond James Trust
Florida
$346K -$4.8K -55 -1%
CAN
32
Cetera Advisor Networks
California
$343K +$25.1K +288 +8%
AFG
33
Atomi Financial Group
New York
$336K +$336K +3,845 New
RJA
34
Raymond James & Associates
Florida
$307K -$4.72K -54 -2%
CAL
35
Capital Advisors Ltd
Ohio
$281K -$26.8K -307 -9%
GIA
36
Gladstone Institutional Advisory
Florida
$240K
MML Investors Services
37
MML Investors Services
Massachusetts
$224K +$224K +2,563 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$221K +$16.7K +191 +8%
CA
39
Cetera Advisors
Colorado
$217K +$217K +2,489 New
CFD
40
Creative Financial Designs
Indiana
$197K +$131K +1,506 +202%
HNB
41
Huntington National Bank
Ohio
$118K -$123K
GRP
42
Global Retirement Partners
California
$115K +$59.9K +707 +109%
US Bancorp
43
US Bancorp
Minnesota
$78.3K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$68K
HI
45
Harbour Investments
Wisconsin
$61.2K +$87 +1 +0.1%
CIAS
46
Capital Investment Advisory Services
North Carolina
$58K +$87 +1 +0.2%
NA
47
NewEdge Advisors
Louisiana
$36.4K +$16.2K +185 +80%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$22.6K
PA
49
PSI Advisors
Florida
$17.8K
BFPW
50
BOK Financial Private Wealth
Colorado
$17.5K