GRPM icon

Invesco S&P MidCap 400 GARP ETF

48 hedge funds and large institutions have $98.6M invested in Invesco S&P MidCap 400 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
14
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$22.1M 253,635 +230,435 +993%
AWM
2
Affinity Wealth Management
Delaware
$18.2M 209,717 -85,651 -29%
Morgan Stanley
3
Morgan Stanley
New York
$12.6M 145,045 +16,253 +13%
LPL Financial
4
LPL Financial
California
$10M 115,056 +16,346 +17%
Wells Fargo
5
Wells Fargo
California
$7.51M 86,366 -11,465 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.03M 46,367 +15,396 +50%
UBS Group
7
UBS Group
Switzerland
$2.31M 26,505 -1,287 -5%
AFO
8
Arrowroot Family Office
California
$2.01M 23,054 +23,054 New
GA
9
Gateway Advisory
New Jersey
$1.82M 20,928 +1,845 +10%
CMP
10
Courage Miller Partners
Virginia
$1.74M 19,996 +1,396 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.66M 19,081 +19,081 New
Truist Financial
12
Truist Financial
North Carolina
$1.5M 17,204 +17,204 New
DIP
13
Davis Investment Partners
North Carolina
$1.36M 15,801 -59 -0.4%
KAS
14
Kestra Advisory Services
Texas
$1.27M 14,598 -1,236 -8%
FTUS
15
Flow Traders U.S.
New York
$1.1M 12,602 +12,602 New
Bank of America
16
Bank of America
North Carolina
$1.07M 12,288 -680 -5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$977K 11,236 -4,235 -27%
LIM
18
Leavell Investment Management
Alabama
$713K 8,200 +8,200 New
AWM
19
Axxcess Wealth Management
California
$683K 7,850 -31 -0.4%
JCIA
20
Jackson Creek Investment Advisors
Colorado
$655K 7,526 -113 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$549K 6,314 -942 -13%
Lido Advisors
22
Lido Advisors
California
$513K 5,893 +5,893 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$491K 5,647 +2,107 +60%
Osaic Holdings
24
Osaic Holdings
Arizona
$473K 5,432 +1,689 +45%
WIM
25
Waycross Investment Management
Washington
$385K 4,428