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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 9 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