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Invesco S&P MidCap 400 GARP ETF
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Overview Fund Activity

95 hedge funds and large institutions have $286M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
42
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$7.02M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.16M
3
Creative Planning
3
Creative Planning
Kansas
$6.11M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
AIP
5
Ameritas Investment Partners
Nebraska
$4.28M

Top Sellers

1
HCA
1
Heck Capital Advisors
Wisconsin
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
LWM
3
Lionsbridge Wealth Management
Florida
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$868K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GJIA
76
Glass Jacobson Investment Advisors
Maryland
$75.5K 670 +103 +18%
GRP
77
Global Retirement Partners
California
$67.2K 596 +388 +187%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$66.8K 593 +38 +7%
WWM
79
Wagner Wealth Management
South Carolina
$61.8K 548 – –
PA
80
PSI Advisors
Florida
$48.6K 432 -45 -9%
IA
81
IFP Advisors
Florida
$42.9K 380 – –
AWM
82
AE Wealth Management
Kansas
$36.4K 323 +323 New
SWM
83
Spire Wealth Management
Virginia
$27.1K 240 +17 +8%
NA
84
NewEdge Advisors
Louisiana
$26.2K 232 – –
BFPW
85
BOK Financial Private Wealth
Colorado
$16.5K 146 – –
AA
86
AlphaMark Advisors
Kentucky
$15K 135 – –
EPW
87
Endeavor Private Wealth
Kansas
$14.8K 131 +131 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$12K 107 – –
KFI
89
Key Financial Inc
Pennsylvania
$8.23K 73 – –
PS
90
Principal Securities
Iowa
$8.12K 72 – –
CFGS
91
Concourse Financial Group Securities
Alabama
$6.25K 53 +53 New
MSG
92
Main Street Group
Virginia
$2.27K 21 +1 +5%
SFC
93
SYM Financial Corp
Indiana
$1.24K 11 +11 New
NRWA
94
North Ridge Wealth Advisors
Oregon
$677 6 +6 New
CBT
95
Crews Bank & Trust
Florida
$564 5 +5 New
Wells Fargo
96
Wells Fargo
California
– – -1 Closed
HCA
97
Heck Capital Advisors
Wisconsin
– – -70,414 Closed
ZIMP
98
Zimmermann Investment Management & Planning
Pennsylvania
– – -56,707 Closed
LWM
99
Lionsbridge Wealth Management
Florida
– – -11,022 Closed
WIM
100
Waycross Investment Management
Washington
– – -3,652 Closed
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4
5