Invesco S&P Midcap 400 GarpGRPMETF
13F holders, Q1 2024 (March 31)70holders
$119.55avg. 13F price*
At the end of Q1 2024, 70 institutions reported holding Invesco S&P Midcap 400 Garp (GRPM) in their 13F filings. The largest holders were Morgan Stanley ($54.9M), LPL Financial LLC ($16.7M) and Northwestern Mutual Wealth Management Co. ($13.6M).
- Company
- Invesco S&P Midcap 400 Garp
- CUSIP
- 46137V225
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.4M |
| Exits | 3 | $1.8M |
Ownership 70 holders
| Morgan Stanley | 0.00% | Add +16.7% | 456,428 | $54.9M |
| LPL Financial LLC | 0.01% | Add +32.4% | 139,077 | $16.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.0% | 112,880 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -5.7% | 86,830 | $10.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +12.2% | 69,393 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 66,819 | $8.0M |
| Cetera Investment Advisers | 0.02% | Add +14.1% | 58,125 | $7.0M |
| Redhawk Wealth Advisors, Inc. | 1.13% | New | 57,952 | $7.0M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +31.2% | 39,780 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +22.6% | 37,596 | $4.5M |
| WealthCare Investment Partners, LLC | 2.01% | Add +122.0% | 34,562 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 32,442 | $3.9M |
| Gateway Advisory, LLC | 0.68% | Add +2.8% | 32,053 | $3.9M |
| Bank of America Corp. | 0.00% | Reduce -50.8% | 24,445 | $2.9M |
| UBS Group AG | 0.00% | Reduce -0.5% | 24,364 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.2% | 22,696 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +91.9% | 21,187 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +9.9% | 19,350 | $2.3M |
| Davis Investment Partners, LLC | 0.80% | Reduce -0.1% | 15,386 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -4.8% | 14,034 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.5% | 13,904 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +23.7% | 10,946 | $1.3M |
| Arrowroot Family Office, LLC | 0.80% | Reduce -3.5% | 10,378 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 10,100 | $1.2M |
| Fifth Third Securities, Inc. | 0.09% | Add +19.3% | 8,094 | $974K |
| Jane Street Group, LLC | 0.00% | Add +80.1% | 7,438 | $895K |
| Ethos Financial Group, LLC | 0.17% | Reduce -7.2% | 7,382 | $888K |
| New England Private Wealth Advisors LLC | 0.14% | New | 15,635 | $793K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.8% | 6,205 | $746K |
| Sigma Planning Corp | 0.02% | New | 6,125 | $737K |
| Jackson Creek Investment Advisors LLC | 0.26% | Reduce -18.6% | 6,122 | $736K |
| Thoroughbred Financial Services, LLC | 0.07% | New | 5,654 | $680K |
| Lido Advisors, LLC | 0.01% | Reduce -8.1% | 5,263 | $633K |
| Thrivent Financial for Lutherans | 0.00% | Add +22.3% | 4,285 | $515K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -16.1% | 4,066 | $489K |
| Waycross Investment Management Co | 0.45% | Reduce -0.2% | 4,023 | $484K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.1% | 3,869 | $465K |
| International Private Wealth Advisors LLC | 0.83% | Reduce -1.6% | 3,584 | $431K |
| Arkadios Wealth Advisors | 0.03% | Reduce -16.4% | 2,879 | $346K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.4% | 2,776 | $334K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 2,750 | $331K |
| Sequent Planning LLC | 0.12% | — | 2,727 | $328K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -19.0% | 2,605 | $313K |
| MML Investors Services, LLC | 0.00% | New | 2,445 | $294K |
| Crescent Grove Advisors, LLC | 0.03% | New | 2,300 | $277K |
| Mainstay Capital Management LLC | 0.05% | New | 2,272 | $273K |
| Regal Investment Advisors LLC | 0.02% | Add +2.3% | 2,150 | $259K |
| Raymond James & Associates | 0.00% | Reduce -30.4% | 2,137 | $257K |
| Courage Miller Partners, LLC | 0.08% | New | 1,983 | $239K |
| Harbor Group, Inc. | 0.06% | New | 1,942 | $234K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 1,891 | $227K |
| Cedar Brook Financial Partners, LLC | 0.04% | New | 1,842 | $222K |
| Private Advisor Group, LLC | 0.00% | New | 1,738 | $209K |
| Jones Financial Companies LLLP | 0.00% | New | 1,462 | $176K |
| US Bancorp \de | 0.00% | No change | 897 | $108K |
| Cwm, LLC | 0.00% | No change | 783 | $94K |
| Harbour Investments, Inc. | 0.00% | No change | 764 | $92K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 666 | $80K |
| Creative Financial Designs Inc. | 0.01% | No change | 588 | $71K |
| Aspire Wealth Management Corp | 0.04% | Reduce -0.6% | 533 | $64K |
| IFP Advisors, Inc | 0.00% | New | 360 | $43K |
| FMR LLC | 0.00% | No change | 269 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 265 | $32K |
| NewEdge Advisors, LLC | 0.00% | Reduce -30.1% | 232 | $28K |
| Global Retirement Partners, LLC | 0.00% | Reduce -78.3% | 229 | $28K |
| PSI Advisors, LLC | 0.01% | No change | 205 | $25K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 146 | $18K |
| Bank of Montreal | 0.00% | New | 100 | $12K |
| Key Financial Inc | 0.00% | No change | 73 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 51 | $6K |
"% of holder's portfolio" is GRPM's weight in each manager's 13F, not the share of Invesco S&P Midcap 400 Garp the manager owns.