Invesco S&P Midcap 400 GarpGRPMETF
13F holders, Q4 2024 (December 31)96holders +15
14new positions
4sold out
1famous investor
$112.84avg. 13F price*
At the end of Q4 2024, 96 institutions reported holding Invesco S&P Midcap 400 Garp (GRPM) in their 13F filings, up 15 from Q3 2024. 14 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($62.9M), LPL Financial LLC ($22.4M) and Northwestern Mutual Wealth Management Co. ($20.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $28.9M |
| Exits | 4 | $10.2M |
All 13F filers, Q3 2024 → Q4 2024: 517,688 shares bought and 120,079 shares sold, net +397,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Morgan Stanley | 0.00% | Add +4.3% | 557,662 | $62.9M |
| LPL Financial LLC | 0.01% | Add +3.6% | 198,873 | $22.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.4% | 182,101 | $20.5M |
| Bank of America Corp. | 0.00% | Add +41.2% | 167,572 | $18.9M |
| Osaic Holdings, Inc. | 0.03% | Add +10.3% | 128,709 | $14.5M |
| Cetera Investment Advisers | 0.02% | Add +7.3% | 87,595 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +41.8% | 76,054 | $8.6M |
| Merit Financial Group, LLC | 0.13% | New | 62,283 | $7.0M |
| Jones Financial Companies LLLP | 0.01% | Add +83.8% | 58,087 | $6.5M |
| Raymond James Financial Inc. | 0.00% | — | 54,604 | $6.2M |
| Creative Planning | 0.01% | New | 54,172 | $6.1M |
| WealthCare Investment Partners, LLC | 2.57% | Add +8.7% | 52,229 | $5.9M |
| 626 Financial, LLC | 2.84% | Add +112.8% | 46,658 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 45,089 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +0.5% | 43,644 | $4.9M |
| UBS Group AG | 0.00% | Add +22.1% | 38,955 | $4.4M |
| Ameritas Investment Partners, Inc. | 0.14% | New | 37,939 | $4.3M |
| Victory Financial Group, LLC | 1.09% | — | 36,799 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Add +23.7% | 33,975 | $3.8M |
| Marshall Investment Management, LLC | 2.22% | — | 32,188 | $3.8M |
| Cerity Partners LLC | 0.01% | Reduce -3.0% | 30,672 | $3.5M |
| Manning & Napier Advisors LLC | 0.04% | New | 29,242 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.20% | Add +46.9% | 28,476 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.6% | 28,340 | $3.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.90% | New | 27,635 | $3.1M |
| Modern Wealth Management, LLC | 0.11% | Add +196.8% | 24,972 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.9% | 21,615 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.9% | 21,045 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +5.5% | 19,949 | $2.2M |
| Sigma Planning Corp | 0.07% | Add +39.8% | 19,191 | $2.2M |
| Citadel Advisors | 0.00% | Add +144.5% | 16,435 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -9.2% | 16,298 | $1.8M |
| Fortitude Financial, LLC | 0.97% | — | 15,459 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -1.6% | 15,117 | $1.7M |
| Davis Investment Partners, LLC | 0.72% | Reduce -0.1% | 14,987 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Add +6.4% | 14,359 | $1.6M |
| Flow Traders U.S. LLC | 0.05% | New | 11,781 | $1.3M |
| Independent Advisor Alliance | 0.02% | New | 10,450 | $1.2M |
| Arrowroot Family Office, LLC | 0.61% | Add +0.1% | 10,397 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.1% | 10,000 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Add +9.3% | 9,581 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Reduce -14.9% | 9,064 | $1.0M |
| Seros Financial, LLC | 0.88% | — | 8,528 | $976K |
| Oppenheimer & Co. Inc. | 0.01% | New | 8,428 | $950K |
| Axxcess Wealth Management, LLC | 0.02% | Add +102.5% | 7,703 | $869K |
| MML Investors Services, LLC | 0.00% | Reduce -56.0% | 7,698 | $868K |
| Avantax Advisory Services, Inc. | 0.00% | Add +25.7% | 6,741 | $760K |
| Jane Street Group, LLC | 0.00% | New | 6,656 | $750K |
| Integrity Alliance, Llc. | 0.07% | — | 6,087 | $686K |
| Kestra Advisory Services, LLC | 0.00% | Add +110.7% | 5,241 | $591K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 5,230 | $590K |
| Nilsine Partners, LLC | 0.06% | New | 4,964 | $560K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 4,510 | $555K |
| Tandem Capital Management Corp. | 0.29% | No change | 4,840 | $546K |
| International Private Wealth Advisors LLC | 0.52% | Add +42.5% | 4,652 | $525K |
| PFG Advisors | 0.03% | Add +83.4% | 4,336 | $489K |
| Mariner, LLC | 0.00% | Add +83.4% | 3,692 | $416K |
| Lido Advisors, LLC | 0.00% | Reduce -31.3% | 3,629 | $409K |
| Bank of Montreal | 0.00% | Add +984.5% | 3,362 | $379K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.9% | 3,203 | $361K |
| Mainstay Capital Management LLC | 0.05% | Reduce -0.4% | 3,014 | $340K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.4% | 2,611 | $294K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.4% | 2,495 | $281K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.6% | 2,438 | $275K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 2,410 | $272K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 2,300 | $259K |
| Creative Financial Designs Inc. | 0.02% | Add +73.9% | 2,264 | $255K |
| Embree Financial Group | 0.04% | New | 2,247 | $253K |
| Townsquare Capital LLC | 0.00% | Reduce -2.8% | 2,195 | $247K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.1% | 2,177 | $245K |
| Courage Miller Partners, LLC | 0.08% | No change | 1,983 | $224K |
| Compass Capital Corp. /Ma/ | 0.09% | — | 1,857 | $220K |
| Harbor Group, Inc. | 0.05% | Add +0.2% | 1,780 | $201K |
| Medallion Wealth Advisors, LLC | 0.05% | — | 1,000 | $105K |
| US Bancorp \de | 0.00% | No change | 749 | $84K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 687 | $77K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +18.2% | 670 | $76K |
| Global Retirement Partners, LLC | 0.00% | Add +186.5% | 596 | $67K |
| FMR LLC | 0.00% | Add +6.8% | 593 | $67K |
| Wagner Wealth Management, LLC | 0.02% | No change | 548 | $62K |
| PSI Advisors, LLC | 0.01% | Reduce -9.4% | 432 | $49K |
| IFP Advisors, Inc | 0.00% | No change | 380 | $43K |
| AE Wealth Management LLC | 0.00% | New | 323 | $36K |
| Spire Wealth Management | 0.00% | Add +7.6% | 240 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 232 | $26K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 146 | $16K |
| AlphaMark Advisors, LLC | 0.01% | No change | 135 | $15K |
| Endeavor Private Wealth, Inc. | 0.01% | — | 131 | $15K |
| Cwm, LLC | 0.00% | No change | 107 | $12K |
| Key Financial Inc | 0.00% | No change | 73 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 72 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 53 | $6K |
| Main Street Group, LTD | 0.00% | Add +5.0% | 21 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 11 | $1K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 6 | $677 |
| Crews Bank & Trust | 0.00% | — | 5 | $564 |
"% 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.