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Invesco S&P MidCap 400 GARP ETF

88 hedge funds and large institutions have $239M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 8588 (+3)

0.2% less ownership

Funds ownership: 52.42%52.21% (-0.2%)

12% less capital invested

Capital invested by funds: $270M → $239M (-$31.2M)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
28
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$36.8K -$7.97K -77 -19%
CIAS
77
Capital Investment Advisory Services
North Carolina
$35.5K -$37.6K -363 -53%
AWM
78
AE Wealth Management
Kansas
$20.3K -$36.2K -350 -65%
PTC
79
Private Trust Company
Ohio
$16.4K +$15.5K +150 New
BFPW
80
BOK Financial Private Wealth
Colorado
$16K
HI
81
Harbour Investments
Wisconsin
$15.6K -$72.4K -700 -83%
QWM
82
Quaker Wealth Management
New Jersey
$15.3K +$14.5K +140 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$12K
ETC
84
Exchange Traded Concepts
Oklahoma
$11.8K +$11.2K +108 New
KFI
85
Key Financial Inc
Pennsylvania
$7.98K
CIA
86
Cape Investment Advisory
Georgia
$7.23K +$6.83K +66 New
NC
87
North Capital
Utah
$2.62K
IA
88
IFP Advisors
Florida
$2.21K -$37.3K -360 -95%
FF
89
Fortitude Financial
Washington
-$15M -143,018 Closed
VFG
90
Victory Financial Group
Texas
-$3.75M -37,500 Closed
BW
91
Balance Wealth
Ohio
-$1.33M -12,740 Closed
IA
92
Integrity Alliance
Iowa
-$885K -8,451 Closed
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
-$555K -4,510 Closed
FIA
94
Foundations Investment Advisors
Arizona
-$292K -2,785 Closed
WWMSC
95
Wagner Wealth Management (South Carolina)
South Carolina
-$57.4K -548 Closed
SWM
96
Spire Wealth Management
Virginia
-$25.1K -240 Closed
PA
97
PSI Advisors
Florida
-$23.6K -225 Closed
MIM
98
Marshall Investment Management
Colorado
-$1.52K -15 Closed

GRPM Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2025, worth a combined $239M — down 12% from $270M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GRPM positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.05M. The largest seller was Fortitude Financial, exiting entirely with an estimated $15M sold.

  • 88 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $239M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2025 was Osaic Holdings, an estimated $5.05M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2025 was Fortitude Financial, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.