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Invesco S&P MidCap 400 GARP ETF

88 hedge funds and large institutions have $239M 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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 8588 (+3)

0.2% less ownership

Funds ownership: 52.42%52.21% (-0.2%)

12% less capital invested

Capital invested by funds: $270M → $239M (-$31.2M)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.16%
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
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.1M -$13.8M -133,833 -24%
LPL Financial
2
LPL Financial
California
$17.5M -$1.6M -15,501 -9%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14.1M -$6M -58,026 -31%
Bank of America
4
Bank of America
North Carolina
$13.4M -$4.89M -47,260 -28%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.3M +$5.05M +48,810 +77%
6F
6
626 Financial
Michigan
$10.8M -$426K -4,121 -4%
PAG
7
Private Advisor Group
New Jersey
$7.74M +$3.66M +35,413 +100%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$7.2M +$224K +2,169 +3%
WIP
9
WealthCare Investment Partners
Rhode Island
$6.4M -$9.11K -88 -0.2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.12M -$4.7M -45,408 -45%
Creative Planning
11
Creative Planning
Kansas
$5.87M -$735K -7,099 -12%
SFO
12
Stenger Family Office
Illinois
$5.35M +$3.98M +38,498 New
KPWS
13
Kestra Private Wealth Services
Texas
$5.18M +$244K +2,359 +5%
AIP
14
Ameritas Investment Partners
Nebraska
$5.12M +$480K +4,643 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.5M +$2.04M +19,730 +92%
Raymond James Financial
16
Raymond James Financial
Florida
$4.27M -$202K -1,950 -5%
Stifel Financial
17
Stifel Financial
Missouri
$4.25M -$4.29M -41,487 -52%
UBS Group
18
UBS Group
Switzerland
$4.05M +$316K +3,056 +9%
MWM
19
Modern Wealth Management
Kansas
$3.48M +$524K +5,060 +19%
Ameriprise
20
Ameriprise
Minnesota
$3.44M -$104K -1,005 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.4M +$9.11K +88 +0.3%
Cerity Partners
22
Cerity Partners
New York
$3.17M -$74.2K -717 -2%
Goldman Sachs
23
Goldman Sachs
New York
$3.13M +$1.32M +12,740 +80%
TFS
24
Thoroughbred Financial Services
Tennessee
$3.04M -$1.45M -13,965 -33%
GS
25
GTS Securities
New York
$2.96M +$1M +9,699 +56%

GRPM Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2025, worth a combined $239M — down 12% from $270M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GRPM positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.05M. The largest seller was Fortitude Financial, exiting entirely with an estimated $15M sold.

  • 88 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $239M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2025 was Osaic Holdings, an estimated $5.05M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2025 was Fortitude Financial, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.