GRPM icon

Invesco S&P MidCap 400 GARP ETF

99 hedge funds and large institutions have $264M invested in Invesco S&P MidCap 400 GARP ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

13% less capital invested

Capital invested by funds: $303M → $264M (-$39.5M)

27% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 41

Holders
99
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
MSG
51
Main Street Group
Virginia
$364K
BCA
52
Bay Colony Advisors
Massachusetts
$358K
MFG
53
Merit Financial Group
Georgia
$350K
NA
54
NewEdge Advisors
Louisiana
$326K
MA
55
Montag & Associates
Georgia
$325K
KAS
56
Kestra Advisory Services
Texas
$312K
RWA
57
Redhawk Wealth Advisors
Minnesota
$309K
GIA
58
Gladstone Institutional Advisory
Florida
$289K
CGA
59
Crescent Grove Advisors
Illinois
$272K
SWP
60
Sagespring Wealth Partners
Tennessee
$271K
CCC
61
Compass Capital Corp
Massachusetts
$263K
CAL
62
Capital Advisors Ltd
Ohio
$259K
IPWA
63
International Private Wealth Advisors
California
$259K
SEIA
64
Signature Estate & Investment Advisors
California
$240K
CMP
65
Courage Miller Partners
Virginia
$234K
US Bancorp
66
US Bancorp
Minnesota
$227K
HG
67
Harbor Group
New Hampshire
$213K
SPIA
68
Steward Partners Investment Advisory
New York
$209K
Lido Advisors
69
Lido Advisors
California
$209K
MWA
70
Medallion Wealth Advisors
Connecticut
$118K
UBS AM
71
UBS AM
Illinois
$107K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$84.3K
RFP
73
Root Financial Partners
California
$81.7K
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$70.2K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$51.7K