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Invesco S&P MidCap 400 GARP ETF

92 hedge funds and large institutions have $240M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

5% more funds holding

Funds holding: 8892 (+4)

1.15% more ownership

Funds ownership: 52.21%53.36% (+1.1%)

0% more capital invested

Capital invested by funds: $239M → $240M (+$554K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

35% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 40

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
26
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.8M -$5.95M -51,030 -12%
LPL Financial
2
LPL Financial
California
$14.8M -$4.39M -37,634 -23%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.9M -$1.6M -13,752 -11%
Osaic Holdings
4
Osaic Holdings
Arizona
$13.1M -$379K -3,246 -3%
6F
5
626 Financial
Michigan
$12.1M +$197K +1,688 +2%
Bank of America
6
Bank of America
North Carolina
$11.3M -$3.38M -28,991 -24%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$8.37M +$1.56M +13,365 +24%
PAG
8
Private Advisor Group
New Jersey
$7.93M -$598K -5,126 -7%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$7.72M -$283K -2,426 -4%
AIP
10
Ameritas Investment Partners
Nebraska
$7.51M +$1.8M +15,418 +33%
WIP
11
WealthCare Investment Partners
Rhode Island
$6.31M -$508K -4,351 -8%
SF
12
Summit Financial
New Jersey
$6.25M +$6.04M +51,805 New
Creative Planning
13
Creative Planning
Kansas
$5.84M -$627K -5,378 -10%
SFO
14
Stenger Family Office
Illinois
$5.59M -$35.6K -305 -0.8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.54M +$544K +4,661 +11%
KPWS
16
Kestra Private Wealth Services
Texas
$5.49M -$222K -1,903 -4%
Raymond James Financial
17
Raymond James Financial
Florida
$4.73M +$23.9K +205 +0.5%
UBS Group
18
UBS Group
Switzerland
$4.47M +$1.05K +9 +0%
AWM
19
Axxcess Wealth Management
California
$4.09M +$3.09M +26,457 +354%
Ameriprise
20
Ameriprise
Minnesota
$3.68M -$112K -960 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.46M -$280K -2,399 -8%
TFS
22
Thoroughbred Financial Services
Tennessee
$3.46M +$94.3K +808 +3%
Cerity Partners
23
Cerity Partners
New York
$3.42M -$75.9K -651 -2%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.56M +$296K +2,535 +14%
Goldman Sachs
25
Goldman Sachs
New York
$2.42M -$996K -8,539 -30%

GRPM Hedge Fund Activity: Q3 2025 in Review

92 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2025, worth a combined $240M — up 0.23% from $239M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GRPM positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 40 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $6.04M. The largest seller was Morgan Stanley, cutting an estimated $5.95M.

  • 92 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2025, up from 88 in Q2 2025.
  • Funds reported $240M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2025, up 0.23% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2025 was Summit Financial, an estimated $6.04M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2025 was Morgan Stanley, an estimated $5.95M sold.

Based on aggregated 13F filings for Q3 2025.