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Invesco S&P MidCap 400 GARP ETF
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Overview Fund Activity

47 hedge funds and large institutions have $112M invested in Invesco S&P MidCap 400 GARP ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
20
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$27.1M
2
Cerity Partners
2
Cerity Partners
New York
$2.96M
3
GS
3
GTS Securities
New York
$1.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.7M
5
AWM
5
Affinity Wealth Management
Delaware
$20M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.42M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
AFO
3
Arrowroot Family Office
California
$1.85M
4
HG
4
Harbor Group
New Hampshire
$0
5
OL
5
Owen LaRue
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$27.1M 298,473 +44,838 +18%
AWM
2
Affinity Wealth Management
Delaware
$20M 220,174 +10,457 +5%
Morgan Stanley
3
Morgan Stanley
New York
$14.7M 161,387 +16,342 +11%
Wells Fargo
4
Wells Fargo
California
$7.89M 86,732 +366 +0.4%
LPL Financial
5
LPL Financial
California
$7.42M 81,568 -33,488 -29%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.93M 54,141 +7,774 +17%
Cerity Partners
7
Cerity Partners
New York
$2.96M 32,514 +32,514 New
UBS Group
8
UBS Group
Switzerland
$2.35M 25,827 -678 -3%
CMP
9
Courage Miller Partners
Virginia
$1.95M 21,480 +1,484 +7%
GA
10
Gateway Advisory
New Jersey
$1.94M 21,321 +393 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.85M 20,297 +1,216 +6%
AFO
12
Arrowroot Family Office
California
$1.85M 20,280 -2,774 -12%
KAS
13
Kestra Advisory Services
Texas
$1.71M 18,750 +4,152 +28%
Truist Financial
14
Truist Financial
North Carolina
$1.58M 17,362 +158 +0.9%
GS
15
GTS Securities
New York
$1.49M 16,410 +16,410 New
DIP
16
Davis Investment Partners
North Carolina
$1.49M 15,809 +8 +0.1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.38M 15,137 +3,901 +35%
Bank of America
18
Bank of America
North Carolina
$987K 10,847 -1,441 -12%
LIM
19
Leavell Investment Management
Alabama
$851K 9,350 +1,150 +14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$786K 8,641 -735 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$749K 8,229 +2,797 +51%
AWM
22
Axxcess Wealth Management
California
$690K 7,579 -271 -3%
JCIA
23
Jackson Creek Investment Advisors
Colorado
$684K 7,516 -10 -0.1%
Lido Advisors
24
Lido Advisors
California
$536K 5,893 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$530K 5,820 -494 -8%
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