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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
IA
76
IFP Advisors
Florida
$39.8K
NA
77
NewEdge Advisors
Louisiana
$28.2K +$4.09K +37 +16%
SWM
78
Spire Wealth Management
Virginia
$25.1K
PA
79
PSI Advisors
Florida
$23.6K -$22.9K -207 -48%
BFPW
80
BOK Financial Private Wealth
Colorado
$15.3K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$11K
PS
82
Principal Securities
Iowa
$8.12K
KFI
83
Key Financial Inc
Pennsylvania
$7.64K
NC
84
North Capital
Utah
$2.51K +$2.65K +24 New
MIM
85
Marshall Investment Management
Colorado
$1.52K -$3.56M -32,173 -100%
MNA
86
Manning & Napier Advisors
New York
-$3.3M -29,242 Closed
PIWA
87
Prevail Innovative Wealth Advisors
Kansas
-$3.12M -27,635 Closed
IAA
88
Independent Advisor Alliance
North Carolina
-$1.18M -10,450 Closed
FAIM
89
Financial Advocates Investment Management
Washington
-$1.02M -9,064 Closed
NP
90
Nilsine Partners
Colorado
-$560K -4,964 Closed
MCM
91
Mainstay Capital Management
Michigan
-$340K -3,014 Closed
EFG
92
Embree Financial Group
Illinois
-$253K -2,247 Closed
TC
93
TownSquare Capital
Utah
-$247K -2,195 Closed
CCC
94
Compass Capital Corp
Massachusetts
-$220K -1,857 Closed
HG
95
Harbor Group
New Hampshire
-$201K -1,780 Closed
EPW
96
Endeavor Private Wealth
Kansas
-$14.8K -131 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
-$6.25K -53 Closed
SFC
98
SYM Financial Corp
Indiana
-$1.24K -11 Closed
NRWA
99
North Ridge Wealth Advisors
Oregon
-$677 -6 Closed
CBT
100
Crews Bank & Trust
Florida
-$564 -5 Closed

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.