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Invesco S&P MidCap 400 GARP ETF
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Overview Fund Activity

79 hedge funds and large institutions have $197M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
26
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.24M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.9M
4
LPL Financial
4
LPL Financial
California
$19.7M
5
PAG
5
Private Advisor Group
New Jersey
$2.83M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$127
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$556K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.95M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
EFG
5
Ethos Financial Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.9M 506,284 +49,856 +11%
LPL Financial
2
LPL Financial
California
$19.7M 171,843 +32,766 +24%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14M 122,199 +9,319 +8%
Bank of America
4
Bank of America
North Carolina
$10.7M 93,952 +69,507 +284%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.24M 80,759 +59,572 +281%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.25M 72,151 +14,026 +24%
Ameriprise
7
Ameriprise
Minnesota
$7.19M 62,822 -3,997 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.14M 44,956 +7,360 +20%
WIP
9
WealthCare Investment Partners
Rhode Island
$4.74M 41,443 +6,881 +20%
KPWS
10
Kestra Private Wealth Services
Texas
$4.68M 40,942 +1,162 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.18M 36,526 +13,830 +61%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.95M 34,521 -34,872 -50%
GA
13
Gateway Advisory
New Jersey
$3.85M 33,656 +1,603 +5%
Cerity Partners
14
Cerity Partners
New York
$3.7M 32,379 -63 -0.2%
PAG
15
Private Advisor Group
New Jersey
$2.83M 24,738 +23,000 +1,323%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.81M 24,527 +13,581 +124%
UBS Group
17
UBS Group
Switzerland
$2.73M 23,886 -478 -2%
Truist Financial
18
Truist Financial
North Carolina
$2.2M 19,238 -112 -0.6%
CWM
19
Cornerstone Wealth Management
Missouri
$2.11M 18,417 +18,417 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.84M 16,052 +2,148 +15%
DIP
21
Davis Investment Partners
North Carolina
$1.79M 15,018 -368 -2%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.78M 15,561 +13,116 +536%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$1.52M 13,287 +11,825 +809%
CIA
24
Concurrent Investment Advisors
Florida
$1.5M 13,136 -898 -6%
TFS
25
Thoroughbred Financial Services
Tennessee
$1.3M 11,321 +5,667 +100%
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