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Invesco S&P MidCap 400 GARP ETF

45 hedge funds and large institutions have $88.4M invested in Invesco S&P MidCap 400 GARP ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 0 closing their positions.

Holders
45
Holders Change
+11
Holders Change %
+32.35%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
12
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
Affinity Wealth Management
Delaware
$24.7M 295,368 +295,368 New
Morgan Stanley
2
Morgan Stanley
New York
$10.8M 128,792 +106,520 +478%
PFO
3
Pathstone Family Office
New Jersey
LPL Financial
4
LPL Financial
California
$8.26M 98,710 +21,247 +27%
Wells Fargo
5
Wells Fargo
California
$8.19M 97,831 +440 +0.5%
CPO
6
Cerity Partners OCIO
New York
$2.79M 33,324 -527 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.59M 30,971 -1,205 -4%
UBS Group
8
UBS Group
Switzerland
$2.33M 27,792 +1,081 +4%
Ameriprise
9
Ameriprise
Minnesota
$1.94M 23,200 +23,200 New
GA
10
Gateway Advisory
New Jersey
$1.6M 19,083 -809 -4%
CMP
11
Courage Miller Partners
Virginia
$1.56M 18,600 +3,577 +24%
DIP
12
Davis Investment Partners
North Carolina
$1.47M 15,860 +15,860 New
KAS
13
Kestra Advisory Services
Texas
$1.33M 15,834 -5,843 -27%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.3M 15,471 -7,428 -32%
Citadel Advisors
15
Citadel Advisors
Florida
$1.09M 12,990 +12,990 New
Bank of America
16
Bank of America
North Carolina
$1.09M 12,968 +1,572 +14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$765K 9,148 +266 +3%
AWM
18
Axxcess Wealth Management
California
$660K 7,881 -433 -5%
JCIA
19
Jackson Creek Investment Advisors
Colorado
$639K 7,639 -286 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$607K 7,256 -3,601 -33%
SBL
21
Sargent Bickham Lagudis
Colorado
$581K 6,942
CAL
22
Capital Advisors Ltd
Ohio
$412K 4,918
WIM
23
Waycross Investment Management
Washington
$371K 4,428 +4,428 New
RJT
24
Raymond James Trust
Florida
$346K 4,131 -60 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$314K 3,743 +2,227 +147%