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Invesco S&P MidCap 400 GARP ETF
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Overview Fund Activity

71 hedge funds and large institutions have $185M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$6.97M
2
LPL Financial
2
LPL Financial
California
$16.7M
3
WIP
3
WealthCare Investment Partners
Rhode Island
$4.16M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.9M
2
Bank of America
2
Bank of America
North Carolina
$2.94M
3
GS
3
GTS Securities
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$10.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HG
51
Harbor Group
New Hampshire
$234K 1,942 +1,942 New
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$227K 1,891 +1,891 New
CBFP
53
Cedar Brook Financial Partners
Ohio
$222K 1,842 +1,842 New
PAG
54
Private Advisor Group
New Jersey
$209K 1,738 +1,738 New
Jones Financial Companies
55
Jones Financial Companies
Missouri
$176K 1,462 +1,462 New
HNB
56
Huntington National Bank
Ohio
– – – –
US Bancorp
57
US Bancorp
Minnesota
$108K 897 – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$94K 783 – –
HI
59
Harbour Investments
Wisconsin
$92K 764 – –
CIAS
60
Capital Investment Advisory Services
North Carolina
$80.1K 666 +1 +0.2%
CFD
61
Creative Financial Designs
Indiana
$70.7K 588 – –
AWM
62
Aspire Wealth Management
Massachusetts
$64.1K 533 -3 -0.6%
IA
63
IFP Advisors
Florida
$43.3K 360 +360 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$32.4K 269 – –
CIA
65
Cape Investment Advisory
Georgia
$31.8K 265 – –
NA
66
NewEdge Advisors
Louisiana
$27.9K 232 -100 -30%
GRP
67
Global Retirement Partners
California
$27.5K 229 -827 -78%
PA
68
PSI Advisors
Florida
$24.7K 205 – –
BFPW
69
BOK Financial Private Wealth
Colorado
$17.6K 146 – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$12.1K 100 +100 New
KFI
71
Key Financial Inc
Pennsylvania
$8.78K 73 – –
PS
72
Principal Securities
Iowa
$6.13K 51 – –
GS
73
GTS Securities
New York
– – -12,045 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– – -5,799 Closed
EPW
75
Evergreen Private Wealth
Colorado
– – -160 Closed
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