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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
MWM
51
Modern Wealth Management
Kansas
$373K
Lido Advisors
52
Lido Advisors
California
$372K
IPWA
53
International Private Wealth Advisors
California
$353K
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$348K
KAS
55
Kestra Advisory Services
Texas
$347K
SWP
56
Sagespring Wealth Partners
Tennessee
$336K
NA
57
NewEdge Advisors
Louisiana
$331K
MA
58
Montag & Associates
Georgia
$330K
TWP
59
Triad Wealth Partners
Kansas
$323K
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$308K
GIA
61
Gladstone Institutional Advisory
Florida
$293K
CGA
62
Crescent Grove Advisors
Illinois
$276K
CAL
63
Capital Advisors Ltd
Ohio
$263K
CCC
64
Compass Capital Corp
Massachusetts
$254K
CMP
65
Courage Miller Partners
Virginia
$238K
SEIA
66
Signature Estate & Investment Advisors
California
$237K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$228K
HG
68
Harbor Group
New Hampshire
$216K
MSG
69
Main Street Group
Virginia
$210K
SPIA
70
Steward Partners Investment Advisory
New York
$182K
Wells Fargo
71
Wells Fargo
California
$129K
GRP
72
Global Retirement Partners
California
$95K
US Bancorp
73
US Bancorp
Minnesota
$89.9K
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$85.4K
FHA
75
Flagship Harbor Advisors
Massachusetts
$85.3K