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Invesco S&P MidCap 400 GARP ETF

87 hedge funds and large institutions have $236M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
28
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.1M -$14.6M -133,833 -24%
LPL Financial
2
LPL Financial
California
$17.5M -$1.69M -15,501 -9%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14.1M -$6.34M -58,026 -31%
Bank of America
4
Bank of America
North Carolina
$13.4M -$5.17M -47,260 -28%
6F
5
626 Financial
Michigan
$10.8M -$450K -4,121 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.04M +$1.88M +16,695 +26%
PAG
7
Private Advisor Group
New Jersey
$7.74M +$3.87M +35,413 +100%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$7.2M +$237K +2,169 +3%
WIP
9
WealthCare Investment Partners
Rhode Island
$6.4M -$9.96K -88 -0.2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.12M -$4.96M -45,408 -45%
Creative Planning
11
Creative Planning
Kansas
$5.87M -$776K -7,099 -12%
SFO
12
Stenger Family Office
Illinois
$5.35M +$5.35M +38,498 New
KPWS
13
Kestra Private Wealth Services
Texas
$5.18M +$258K +2,359 +5%
AIP
14
Ameritas Investment Partners
Nebraska
$5.12M +$507K +4,643 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.51M +$2.16M +19,730 +92%
Raymond James Financial
16
Raymond James Financial
Florida
$4.27M -$213K -1,950 -5%
Stifel Financial
17
Stifel Financial
Missouri
$4.25M -$4.54M -41,487 -52%
UBS Group
18
UBS Group
Switzerland
$4.05M +$334K +3,056 +9%
MWM
19
Modern Wealth Management
Kansas
$3.48M +$553K +5,060 +19%
Ameriprise
20
Ameriprise
Minnesota
$3.44M -$110K -1,005 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.4M +$9.62K +88 +0.3%
Cerity Partners
22
Cerity Partners
New York
$3.17M -$78.4K -717 -2%
Goldman Sachs
23
Goldman Sachs
New York
$3.13M +$1.39M +12,740 +80%
TFS
24
Thoroughbred Financial Services
Tennessee
$3.04M -$1.53M -13,965 -33%
GS
25
GTS Securities
New York
$2.96M +$1.06M +9,699 +56%