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Invesco S&P MidCap 400 GARP ETF

81 hedge funds and large institutions have $255M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
45
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.6M 534,574 +28,290 +6%
LPL Financial
2
LPL Financial
California
$22.5M 192,037 +20,194 +12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.8M 177,846 +55,647 +46%
Bank of America
4
Bank of America
North Carolina
$13.9M 118,701 +24,749 +26%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.7M 116,731 +35,972 +45%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.7M 100,045 +65,524 +190%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.56M 81,634 +9,483 +13%
HCA
8
Heck Capital Advisors
Wisconsin
$8.24M 70,414 +70,414 New
ZIMP
9
Zimmermann Investment Management & Planning
Pennsylvania
$6.64M 56,707 +56,707 New
Ameriprise
10
Ameriprise
Minnesota
$6.28M 53,644 -9,178 -15%
WIP
11
WealthCare Investment Partners
Rhode Island
$5.57M 48,040 +6,597 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.32M 45,471 +515 +1%
KPWS
13
Kestra Private Wealth Services
Texas
$5.08M 43,420 +2,478 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.34M 37,079 +553 +2%
GA
15
Gateway Advisory
New Jersey
$4.04M 34,529 +873 +3%
UBS Group
16
UBS Group
Switzerland
$3.74M 31,905 +8,019 +34%
Cerity Partners
17
Cerity Partners
New York
$3.7M 31,613 -766 -2%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$3.7M 31,595 +18,308 +138%
PAG
19
Private Advisor Group
New Jersey
$3.22M 27,474 +2,736 +11%
6F
20
626 Financial
Michigan
$2.57M 21,921 +13,342 +156%
TFS
21
Thoroughbred Financial Services
Tennessee
$2.27M 19,381 +8,060 +71%
CWM
22
Cornerstone Wealth Management
Missouri
$2.21M 18,911 +494 +3%
Truist Financial
23
Truist Financial
North Carolina
$2.1M 17,948 -1,290 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.08M 17,736 +1,684 +10%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.05M 17,496 +1,935 +12%