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Invesco S&P MidCap 400 GARP ETF

84 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
Holders
84
Holders Change
-11
Holders Change %
-11.58%
% 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
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$28.2K +$3.87K +37 +16%
SWM
77
Spire Wealth Management
Virginia
$25.1K
PA
78
PSI Advisors
Florida
$23.6K -$21.7K -207 -48%
BFPW
79
BOK Financial Private Wealth
Colorado
$15.3K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$11K
PS
81
Principal Securities
Iowa
$8.12K
KFI
82
Key Financial Inc
Pennsylvania
$7.64K
NC
83
North Capital
Utah
$2.51K +$2.51K +24 New
MIM
84
Marshall Investment Management
Colorado
$1.52K -$3.26M -32,173 -100%
MNA
85
Manning & Napier Advisors
New York
-$3.3M -29,242 Closed
PIWA
86
Prevail Innovative Wealth Advisors
Kansas
-$3.12M -27,635 Closed
IAA
87
Independent Advisor Alliance
North Carolina
-$1.18M -10,450 Closed
FAIM
88
Financial Advocates Investment Management
Washington
-$1.02M -9,064 Closed
NP
89
Nilsine Partners
Colorado
-$560K -4,964 Closed
MCM
90
Mainstay Capital Management
Michigan
-$340K -3,014 Closed
EFG
91
Embree Financial Group
Illinois
-$253K -2,247 Closed
TC
92
TownSquare Capital
Utah
-$247K -2,195 Closed
CCC
93
Compass Capital Corp
Massachusetts
-$220K -1,857 Closed
HG
94
Harbor Group
New Hampshire
-$201K -1,780 Closed
EPW
95
Endeavor Private Wealth
Kansas
-$14.8K -131 Closed
CFGS
96
Concourse Financial Group Securities
Alabama
-$6.25K -53 Closed
SFC
97
SYM Financial Corp
Indiana
-$1.24K -11 Closed
NRWA
98
North Ridge Wealth Advisors
Oregon
-$677 -6 Closed
CBT
99
Crews Bank & Trust
Florida
-$564 -5 Closed