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Invesco S&P MidCap 400 GARP ETF
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Overview Fund Activity

95 hedge funds and large institutions have $286M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
42
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$7.02M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.16M
3
Creative Planning
3
Creative Planning
Kansas
$6.11M
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
AIP
5
Ameritas Investment Partners
Nebraska
$4.28M

Top Sellers

1
HCA
1
Heck Capital Advisors
Wisconsin
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
LWM
3
Lionsbridge Wealth Management
Florida
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$868K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.9M 557,662 +23,088 +4%
LPL Financial
2
LPL Financial
California
$22.4M 198,873 +6,836 +4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.5M 182,101 +4,255 +2%
Bank of America
4
Bank of America
North Carolina
$18.9M 167,572 +48,871 +41%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.5M 128,709 +11,978 +10%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.88M 87,595 +5,961 +7%
Ameriprise
7
Ameriprise
Minnesota
$8.58M 76,054 +22,410 +42%
MFG
8
Merit Financial Group
Georgia
$7.02M 62,283 +62,283 New
Jones Financial Companies
9
Jones Financial Companies
Missouri
$6.55M 58,087 +26,492 +84%
Raymond James Financial
10
Raymond James Financial
Florida
$6.16M 54,604 +54,604 New
Creative Planning
11
Creative Planning
Kansas
$6.11M 54,172 +54,172 New
WIP
12
WealthCare Investment Partners
Rhode Island
$5.9M 52,229 +4,189 +9%
6F
13
626 Financial
Michigan
$5.26M 46,658 +24,737 +113%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.08M 45,089 -382 -0.8%
KPWS
15
Kestra Private Wealth Services
Texas
$4.92M 43,644 +224 +0.5%
UBS Group
16
UBS Group
Switzerland
$4.39M 38,955 +7,050 +22%
AIP
17
Ameritas Investment Partners
Nebraska
$4.28M 37,939 +37,939 New
VFG
18
Victory Financial Group
Texas
$4.15M 36,799 +36,799 New
PAG
19
Private Advisor Group
New Jersey
$3.83M 33,975 +6,501 +24%
MIM
20
Marshall Investment Management
Colorado
$3.77M 32,188 +32,188 New
Cerity Partners
21
Cerity Partners
New York
$3.46M 30,672 -941 -3%
MNA
22
Manning & Napier Advisors
New York
$3.3M 29,242 +29,242 New
TFS
23
Thoroughbred Financial Services
Tennessee
$3.21M 28,476 +9,095 +47%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.2M 28,340 -8,739 -24%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$3.12M 27,635 +27,635 New
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