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Invesco S&P MidCap 400 GARP ETF
GRPM

95 hedge funds and large institutions have $303M invested in Invesco S&P MidCap 400 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $240M → $303M (+$63.3M)

7.33% more ownership

Funds ownership: 53.36% → 60.69% (+7.3%)

3% more funds holding

Funds holding: 92 → 95 (+3)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
28
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$55.1M
2
GHA
GW Henssler & Associates
Georgia
+$20.1M
3
FF
Fortitude Financial
Washington
+$1.89M
4
AAS
Asset Allocation Strategies
Michigan
+$1.13M
5
PAG
Private Advisor Group
New Jersey
+$1.01M

Top Sellers

1
SFO
Stenger Family Office
Illinois
-$5.59M
2
Morgan Stanley
Morgan Stanley
New York
-$4.16M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.68M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$1.03M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$55.4M +$55.1M +461,904 New
Morgan Stanley
2
Morgan Stanley
New York
$41.4M -$4.16M -34,864 -9%
GHA
3
GW Henssler & Associates
Georgia
$20.2M +$20.1M +168,499 New
LPL Financial
4
LPL Financial
California
$15.3M +$562K +4,709 +4%
6F
5
626 Financial
Michigan
$12.4M +$347K +2,911 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.1M -$1.03M -8,622 -8%
Bank of America
7
Bank of America
North Carolina
$11.5M +$292K +2,451 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$10.2M -$3.68M -30,872 -27%
PAG
9
Private Advisor Group
New Jersey
$8.9M +$1.01M +8,442 +13%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$8.8M +$469K +3,933 +6%
AIP
11
Ameritas Investment Partners
Nebraska
$7.87M +$393K +3,297 +5%
SF
12
Summit Financial
New Jersey
$6.62M +$401K +3,358 +6%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$6.59M -$1.03M -8,674 -14%
WIP
14
WealthCare Investment Partners
Rhode Island
$6.06M -$238K -1,998 -4%
Creative Planning
15
Creative Planning
Kansas
$5.49M -$316K -2,651 -5%
KPWS
16
Kestra Private Wealth Services
Texas
$5.19M -$271K -2,271 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.96M -$543K -4,550 -10%
Raymond James Financial
18
Raymond James Financial
Florida
$4.47M -$239K -2,006 -5%
AWM
19
Axxcess Wealth Management
California
$4.19M +$121K +1,011 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.7M +$254K +2,132 +7%
UBS Group
21
UBS Group
Switzerland
$3.68M -$763K -6,395 -17%
Ameriprise
22
Ameriprise
Minnesota
$3.65M -$11.2K -94 -0.3%
TFS
23
Thoroughbred Financial Services
Tennessee
$3.47M +$30.9K +259 +0.9%
AAS
24
Asset Allocation Strategies
Michigan
$3.4M +$1.13M +9,433 +50%
Cerity Partners
25
Cerity Partners
New York
$3.3M -$107K -900 -3%
1
2 3 4 5

GRPM Hedge Fund Activity: Q4 2025 in Review

95 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2025, worth a combined $303M — up 26% from $240M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GRPM positions and 11 closed out — a net gain of 3 holders — while 28 added to existing stakes and 35 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $55.1M. The largest seller was Stenger Family Office, exiting entirely with an estimated $5.59M sold.

  • 95 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2025, up from 92 in Q3 2025.
  • Funds reported $303M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2025, up 26% quarter-over-quarter.
  • 14 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2025 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2025 was HighTower Advisors, an estimated $55.1M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2025 was Stenger Family Office, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2025.