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Invesco S&P MidCap 400 GARP ETF

88 hedge funds and large institutions have $239M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 8588 (+3)

0.2% less ownership

Funds ownership: 52.42%52.21% (-0.2%)

12% less capital invested

Capital invested by funds: $270M → $239M (-$31.2M)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
28
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.22M +$79.4K +767 +4%
SPC
27
Sigma Planning Corp
Michigan
$2.1M -$74.9K -724 -4%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.04M +$1.93M +18,656 New
MFG
29
Merit Financial Group
Georgia
$1.94M -$4.98M -48,117 -73%
CIA
30
Concurrent Investment Advisors
Florida
$1.82M +$22.4K +216 +1%
Truist Financial
31
Truist Financial
North Carolina
$1.74M -$132K -1,277 -7%
SWP
32
Sagespring Wealth Partners
Tennessee
$1.68M +$926K +8,950 +140%
DIP
33
Davis Investment Partners
North Carolina
$1.64M -$13K -126 -0.8%
Citadel Advisors
34
Citadel Advisors
Florida
$1.47M +$447K +4,322 +47%
AAS
35
Asset Allocation Strategies
Michigan
$1.29M +$1.22M +11,783 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.23M -$2.73M -26,420 -70%
AAS
37
Avantax Advisory Services
Texas
$1.22M -$11.7K -113 -1%
AFO
38
Arrowroot Family Office
California
$1.06M +$1.01M +9,720 New
OC
39
Oppenheimer & Co
New York
$921K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$919K +$104K +1,009 +14%
SF
41
Seros Financial
Arizona
$911K +$19.9K +192 +2%
AWM
42
Axxcess Wealth Management
California
$817K -$56.1K -542 -7%
CWM
43
Cornerstone Wealth Management
Missouri
$814K -$80.9K -782 -10%
FTUS
44
Flow Traders U.S.
New York
$637K +$367K +3,551 +156%
MML Investors Services
45
MML Investors Services
Massachusetts
$587K +$98.2K +949 +21%
KAS
46
Kestra Advisory Services
Texas
$586K +$27.7K +268 +5%
TCM
47
Tandem Capital Management
New Jersey
$520K -$8.79K -85 -2%
PA
48
PFG Advisors
Arizona
$512K +$15.8K +153 +3%
IPWA
49
International Private Wealth Advisors
California
$498K -$8.69K -84 -2%
Mariner
50
Mariner
Kansas
$468K -$5.38K -52 -1%

GRPM Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2025, worth a combined $239M — down 12% from $270M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GRPM positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.05M. The largest seller was Fortitude Financial, exiting entirely with an estimated $15M sold.

  • 88 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $239M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2025 was Osaic Holdings, an estimated $5.05M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2025 was Fortitude Financial, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.