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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
MML Investors Services
51
MML Investors Services
Massachusetts
$463K -$363K -3,280 -43%
Mariner
52
Mariner
Kansas
$453K +$70.6K +638 +17%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$389K +$38.6K +349 +10%
Lido Advisors
54
Lido Advisors
California
$329K -$53.3K -482 -13%
BCA
55
Bay Colony Advisors
Massachusetts
$314K -$22.5K -203 -6%
TSS
56
Two Sigma Securities
New York
$309K +$326K +2,951 New
FIA
57
Foundations Investment Advisors
Arizona
$292K +$32.1K +290 +12%
CFD
58
Creative Financial Designs
Indiana
$276K +$41.4K +374 +17%
SEIA
59
Signature Estate & Investment Advisors
California
$267K +$12.9K +117 +5%
GIA
60
Gladstone Institutional Advisory
Florida
$256K +$3.87K +35 +1%
CGA
61
Crescent Grove Advisors
Illinois
$241K
FTUS
62
Flow Traders U.S.
New York
$239K -$1.05M -9,500 -81%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$235K -$40.4K -365 -14%
CAL
64
Capital Advisors Ltd
Ohio
$228K +$443 +4 +0.2%
CMP
65
Courage Miller Partners
Virginia
$208K
MSG
66
Main Street Group
Virginia
$114K +$119K +1,073 +5,110%
MWA
67
Medallion Wealth Advisors
Connecticut
$105K
HI
68
Harbour Investments
Wisconsin
$88.3K -$1.5M -13,516 -94%
US Bancorp
69
US Bancorp
Minnesota
$78.4K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$77.5K +$16.3K +147 +25%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$75.5K
CIAS
72
Capital Investment Advisory Services
North Carolina
$72K +$111 +1 +0.1%
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
$57.4K
AWM
74
AE Wealth Management
Kansas
$56.1K +$23.6K +213 +66%
Wells Fargo
75
Wells Fargo
California
$43.3K +$45.8K +414 New

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.