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Invesco S&P MidCap 400 GARP ETF

85 hedge funds and large institutions have $270M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

2.08% more ownership

Funds ownership: 50.33%52.42% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less capital invested

Capital invested by funds: $286M → $270M (-$15.8M)

11% less funds holding

Funds holding: 9685 (-11)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
85
Holders Change
-11
Holders Change %
-11.46%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
39
Reduced
24
Closed
15
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.25M +$49.8K +450 +2%
SPC
27
Sigma Planning Corp
Michigan
$2.09M +$86.8K +785 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.05M -$228K -2,062 -10%
Truist Financial
29
Truist Financial
North Carolina
$1.91M +$180K +1,628 +10%
GS
30
GTS Securities
New York
$1.82M +$1.93M +17,400 New
CIA
31
Concurrent Investment Advisors
Florida
$1.72M +$143K +1,289 +9%
Goldman Sachs
32
Goldman Sachs
New York
$1.67M +$653K +5,903 +59%
DIP
33
Davis Investment Partners
North Carolina
$1.45M -$3.98K -36 -0.2%
BW
34
Balance Wealth
Ohio
$1.33M +$1.41M +12,740 New
AAS
35
Avantax Advisory Services
Texas
$1.18M +$503K +4,543 +67%
Citadel Advisors
36
Citadel Advisors
Florida
$954K -$810K -7,321 -45%
IA
37
Integrity Alliance
Iowa
$885K +$262K +2,364 +39%
OC
38
Oppenheimer & Co
New York
$882K
CWM
39
Cornerstone Wealth Management
Missouri
$862K -$1.3M -11,719 -59%
SF
40
Seros Financial
Arizona
$853K -$42.5K -384 -5%
AWM
41
Axxcess Wealth Management
California
$839K +$34.7K +314 +4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$774K +$818K +7,396 New
SWP
43
Sagespring Wealth Partners
Tennessee
$672K +$131K +1,185 +23%
RWA
44
Redhawk Wealth Advisors
Minnesota
$668K -$355K -3,206 -33%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$555K
KAS
46
Kestra Advisory Services
Texas
$533K -$16.2K -146 -3%
TCM
47
Tandem Capital Management
New Jersey
$507K
IPWA
48
International Private Wealth Advisors
California
$486K -$885 -8 -0.2%
PA
49
PFG Advisors
Arizona
$475K +$21.8K +197 +5%
Jane Street
50
Jane Street
New York
$473K -$236K -2,134 -32%

GRPM Hedge Fund Activity: Q1 2025 in Review

85 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q1 2025, worth a combined $270M — down 5.5% from $286M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GRPM and 7 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 39 added.

The largest buyer was Fortitude Financial, adding an estimated $14.1M. The largest seller was Osaic Holdings, cutting an estimated $7.21M.

  • 85 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $270M of Invesco S&P MidCap 400 GARP ETF stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q1 2025 and 15 closed out, a net change of -8 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q1 2025 was Fortitude Financial, an estimated $14.1M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q1 2025 was Osaic Holdings, an estimated $7.21M sold.

Based on aggregated 13F filings for Q1 2025.