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Invesco S&P MidCap 400 GARP ETF
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Overview Fund Activity

59 hedge funds and large institutions have $167M invested in Invesco S&P MidCap 400 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
15
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$10M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.01M
4
Bank of America
4
Bank of America
North Carolina
$4.88M
5
KPWS
5
Kestra Private Wealth Services
Texas
$2.98M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.87M
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$571K
4
LIM
4
Leavell Investment Management
Alabama
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77M 782,182 +501,545 +179%
LPL Financial
2
LPL Financial
California
$10.3M 105,073 +16,254 +18%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$10M 101,708 +101,708 New
Wells Fargo
4
Wells Fargo
California
$9.06M 92,095 +7,611 +9%
Ameriprise
5
Ameriprise
Minnesota
$6.87M 69,933 -249,079 -78%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.09M 61,858 +8,693 +16%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.01M 50,955 +50,955 New
Bank of America
8
Bank of America
North Carolina
$4.88M 49,648 +35,847 +260%
Cerity Partners
9
Cerity Partners
New York
$3.19M 32,425 -60 -0.2%
GA
10
Gateway Advisory
New Jersey
$3.07M 31,193 +9,646 +45%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.02M 30,667 +10,597 +53%
KPWS
12
Kestra Private Wealth Services
Texas
$2.98M 30,325 +16,456 +119%
UBS Group
13
UBS Group
Switzerland
$2.41M 24,487 -2,380 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.91M 19,371 -6,223 -24%
Truist Financial
15
Truist Financial
North Carolina
$1.73M 17,599 -3,897 -18%
WIP
16
WealthCare Investment Partners
Rhode Island
$1.52M 15,570 +8,103 +109%
DIP
17
Davis Investment Partners
North Carolina
$1.47M 15,404 -50 -0.3%
CIA
18
Concurrent Investment Advisors
Florida
$1.45M 14,741 +14,741 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.25M 12,696 +2,426 +24%
GS
20
GTS Securities
New York
$1.19M 12,045 +989 +9%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.09M 11,040 -1,713 -13%
AFO
22
Arrowroot Family Office
California
$1.06M 10,757 -3,147 -23%
Goldman Sachs
23
Goldman Sachs
New York
$994K 10,100 -8,133 -45%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$871K 8,851 -2,900 -25%
EFG
25
Ethos Financial Group
Pennsylvania
$783K 7,958 +7,958 New
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