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Invesco S&P MidCap 400 GARP ETF

71 hedge funds and large institutions have $185M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.9M 456,428 -325,754 -42%
LPL Financial
2
LPL Financial
California
$16.7M 139,077 +34,004 +32%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.6M 112,880 +11,172 +11%
Wells Fargo
4
Wells Fargo
California
$10.4M 86,830 -5,265 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.35M 69,393 +7,535 +12%
Ameriprise
6
Ameriprise
Minnesota
$8.04M 66,819 -3,114 -4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.99M 58,125 +7,170 +14%
RWA
8
Redhawk Wealth Advisors
Minnesota
$6.97M 57,952 +57,952 New
KPWS
9
Kestra Private Wealth Services
Texas
$4.78M 39,780 +9,455 +31%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.52M 37,596 +6,929 +23%
WIP
11
WealthCare Investment Partners
Rhode Island
$4.16M 34,562 +18,992 +122%
Cerity Partners
12
Cerity Partners
New York
$3.9M 32,442 +17 +0.1%
GA
13
Gateway Advisory
New Jersey
$3.86M 32,053 +860 +3%
Bank of America
14
Bank of America
North Carolina
$2.94M 24,445 -25,203 -51%
UBS Group
15
UBS Group
Switzerland
$2.93M 24,364 -123 -0.5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.73M 22,696 +3,325 +17%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.55M 21,187 +10,147 +92%
Truist Financial
18
Truist Financial
North Carolina
$2.33M 19,350 +1,751 +10%
DIP
19
Davis Investment Partners
North Carolina
$1.82M 15,386 -18 -0.1%
CIA
20
Concurrent Investment Advisors
Florida
$1.69M 14,034 -707 -5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.67M 13,904 +1,208 +10%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.32M 10,946 +2,095 +24%
AFO
23
Arrowroot Family Office
California
$1.25M 10,378 -379 -4%
Goldman Sachs
24
Goldman Sachs
New York
$1.21M 10,100
FTS
25
Fifth Third Securities
Ohio
$974K 8,094 +1,308 +19%