Invesco S&P Midcap 400 GarpGRPMETF
13F holders, Q3 2024 (September 30)81holders +2
10new positions
8sold out
1famous investor
$117.05avg. 13F price*
At the end of Q3 2024, 81 institutions reported holding Invesco S&P Midcap 400 Garp (GRPM) in their 13F filings, up 2 from Q2 2024. 10 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($62.6M), LPL Financial LLC ($22.5M) and Northwestern Mutual Wealth Management Co. ($20.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Midcap 400 Garp
- CUSIP
- 46137V225
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $19.7M |
| Exits | 8 | $6.1M |
All 13F filers, Q2 2024 → Q3 2024: 524,960 shares bought and 67,407 shares sold, net +457,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Morgan Stanley | 0.00% | Add +5.6% | 534,574 | $62.6M |
| LPL Financial LLC | 0.01% | Add +11.8% | 192,037 | $22.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +45.5% | 177,846 | $20.8M |
| Bank of America Corp. | 0.00% | Add +26.3% | 118,701 | $13.9M |
| Osaic Holdings, Inc. | 0.03% | Add +44.5% | 116,731 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +189.8% | 100,045 | $11.7M |
| Cetera Investment Advisers | 0.02% | Add +13.1% | 81,634 | $9.6M |
| Heck Capital Advisors, LLC | 0.95% | New | 70,414 | $8.2M |
| Zimmermann Investment Management & Planning LLC | 2.04% | New | 56,707 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.6% | 53,644 | $6.3M |
| WealthCare Investment Partners, LLC | 2.44% | Add +15.9% | 48,040 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 45,471 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +6.0% | 43,420 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 37,079 | $4.3M |
| Gateway Advisory, LLC | 0.65% | Add +2.6% | 34,529 | $4.0M |
| UBS Group AG | 0.00% | Add +33.6% | 31,905 | $3.7M |
| Cerity Partners LLC | 0.01% | Reduce -2.4% | 31,613 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +137.8% | 31,595 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +11.1% | 27,474 | $3.2M |
| 626 Financial, LLC | 1.42% | Add +155.5% | 21,921 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.15% | Add +71.2% | 19,381 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.16% | Add +2.7% | 18,911 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -6.7% | 17,948 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.5% | 17,736 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +12.4% | 17,496 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +176.8% | 17,266 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +67.0% | 16,703 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +17.0% | 15,364 | $1.8M |
| Davis Investment Partners, LLC | 0.73% | Reduce -0.1% | 15,010 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +97.0% | 13,732 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +1665.7% | 13,490 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.02% | New | 11,022 | $1.3M |
| Financial Advocates Investment Management | 0.07% | New | 10,653 | $1.2M |
| Arrowroot Family Office, LLC | 0.71% | Add +0.0% | 10,384 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Add +80.5% | 8,769 | $1.0M |
| Modern Wealth Management, LLC | 0.06% | New | 8,413 | $985K |
| Citadel Advisors | 0.00% | New | 6,722 | $787K |
| Avantax Advisory Services, Inc. | 0.00% | Add +21.0% | 5,361 | $628K |
| Lido Advisors, LLC | 0.00% | Add +0.4% | 5,282 | $618K |
| Tandem Capital Management Corp. | 0.30% | No change | 4,840 | $567K |
| Thrivent Financial for Lutherans | 0.00% | Add +6.3% | 4,504 | $527K |
| Raymond James & Associates | 0.00% | Add +100.9% | 4,291 | $502K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.2% | 3,804 | $445K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.1% | 3,784 | $443K |
| Waycross Investment Management Co | 0.39% | Reduce -6.9% | 3,652 | $428K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.9% | 3,321 | $389K |
| International Private Wealth Advisors LLC | 0.56% | Reduce -5.1% | 3,264 | $382K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +56.9% | 3,173 | $371K |
| Mainstay Capital Management LLC | 0.06% | No change | 3,025 | $354K |
| Foundations Investment Advisors, LLC | 0.01% | Add +35.9% | 2,504 | $293K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.3% | 2,488 | $291K |
| Principle Wealth Partners LLC | 0.02% | Add +15.3% | 2,427 | $284K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +16.0% | 2,423 | $284K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -12.4% | 2,410 | $282K |
| PFG Advisors | 0.02% | Reduce -25.4% | 2,364 | $277K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 2,300 | $269K |
| Townsquare Capital LLC | 0.00% | New | 2,258 | $264K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.1% | 2,175 | $255K |
| Mariner, LLC | 0.00% | New | 2,013 | $236K |
| Courage Miller Partners, LLC | 0.08% | No change | 1,983 | $232K |
| Harbor Group, Inc. | 0.05% | Add +0.2% | 1,776 | $208K |
| Creative Financial Designs Inc. | 0.01% | Add +121.4% | 1,302 | $152K |
| US Bancorp \de | 0.00% | No change | 749 | $88K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 686 | $80K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +772.3% | 567 | $66K |
| FMR LLC | 0.00% | Add +106.3% | 555 | $65K |
| Wagner Wealth Management, LLC | 0.02% | No change | 548 | $64K |
| Aspire Wealth Management Corp | 0.03% | Reduce -4.7% | 508 | $59K |
| PSI Advisors, LLC | 0.02% | Reduce -13.9% | 477 | $56K |
| IFP Advisors, Inc | 0.00% | Add +5.6% | 380 | $44K |
| Bank of Montreal | 0.00% | No change | 310 | $36K |
| NewEdge Advisors, LLC | 0.00% | No change | 232 | $27K |
| Spire Wealth Management | 0.00% | New | 223 | $26K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 208 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 146 | $17K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -3.6% | 135 | $16K |
| Cwm, LLC | 0.00% | Reduce -86.3% | 107 | $13K |
| Key Financial Inc | 0.00% | No change | 73 | $9K |
| Principal Securities, Inc. | 0.00% | Reduce -11.1% | 72 | $8K |
| Main Street Group, LTD | 0.00% | New | 20 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $174 |
"% 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.