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Invesco S&P MidCap 400 GARP ETF
GRPM

85 hedge funds and large institutions have $270M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

2.08% more ownership

Funds ownership: 50.33% → 52.42% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less capital invested

Capital invested by funds: $286M → $270M (-$15.8M)

11% less funds holding

Funds holding: 96 → 85 (-11)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
85
Holders Change
-11
Holders Change %
-11.46%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
39
Reduced
24
Closed
15
Calls
–
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$15K

Top Buyers

1
FF
Fortitude Financial
Washington
+$14.1M
2
Stifel Financial
Stifel Financial
Missouri
+$8.89M
3
6F
626 Financial
Michigan
+$6.24M
4
GS
GTS Securities
New York
+$1.93M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.53M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.21M
2
Ameriprise
Ameriprise
Minnesota
-$4.82M
3
MIM
Marshall Investment Management
Colorado
-$3.56M
4
MNA
Manning & Napier Advisors
New York
-$3.3M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59.1M +$782K +7,064 +1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$583K +5,271 +3%
LPL Financial
3
LPL Financial
California
$18.4M -$2.54M -22,943 -12%
Bank of America
4
Bank of America
North Carolina
$17.8M +$269K +2,427 +1%
FF
5
Fortitude Financial
Washington
$15M +$14.1M +127,559 +825%
6F
6
626 Financial
Michigan
$10.8M +$6.24M +56,381 +121%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.6M +$1.53M +13,846 +16%
Stifel Financial
8
Stifel Financial
Missouri
$8.42M +$8.89M +80,385 New
MFG
9
Merit Financial Group
Georgia
$6.89M +$394K +3,557 +6%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$6.67M +$633K +5,726 +10%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.65M -$7.21M -65,150 -51%
Creative Planning
12
Creative Planning
Kansas
$6.37M +$739K +6,681 +12%
WIP
13
WealthCare Investment Partners
Rhode Island
$5.41M +$488K +4,410 +8%
KPWS
14
Kestra Private Wealth Services
Texas
$4.71M +$154K +1,389 +3%
AIP
15
Ameritas Investment Partners
Nebraska
$4.42M +$473K +4,279 +11%
TFS
16
Thoroughbred Financial Services
Tennessee
$4.38M +$1.47M +13,330 +47%
Raymond James Financial
17
Raymond James Financial
Florida
$4.29M -$1.51M -13,604 -25%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.94M -$819K -7,401 -16%
VFG
19
Victory Financial Group
Texas
$3.75M +$77.6K +701 +2%
PAG
20
Private Advisor Group
New Jersey
$3.71M +$159K +1,440 +4%
UBS Group
21
UBS Group
Switzerland
$3.56M -$550K -4,971 -13%
Ameriprise
22
Ameriprise
Minnesota
$3.42M -$4.82M -43,607 -57%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.25M +$294K +2,653 +9%
Cerity Partners
24
Cerity Partners
New York
$3.11M -$102K -926 -3%
MWM
25
Modern Wealth Management
Kansas
$2.81M +$203K +1,832 +7%
1
2 3 4

GRPM Hedge Fund Activity: Q1 2025 in Review

85 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q1 2025, worth a combined $270M — down 5.5% from $286M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GRPM and 7 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 39 added.

The largest buyer was Fortitude Financial, adding an estimated $14.1M. The largest seller was Osaic Holdings, cutting an estimated $7.21M.

  • 85 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $270M of Invesco S&P MidCap 400 GARP ETF stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q1 2025 and 15 closed out, a net change of -8 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q1 2025 was Fortitude Financial, an estimated $14.1M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q1 2025 was Osaic Holdings, an estimated $7.21M sold.

Based on aggregated 13F filings for Q1 2025.