Invesco S&P Midcap 400 GarpGRPMETF
13F holders, Q1 2025 (March 31)85holders −11
4new positions
14sold out
1famous investor
$104.44avg. 13F price*
At the end of Q1 2025, 85 institutions reported holding Invesco S&P Midcap 400 Garp (GRPM) in their 13F filings, down 11 from Q4 2024. 4 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($59.1M), Northwestern Mutual Wealth Management Co. ($19.6M) and LPL Financial LLC ($18.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $11.3M |
| Exits | 14 | $10.5M |
All 13F filers, Q4 2024 → Q1 2025: 389,028 shares bought and 337,945 shares sold, net +51,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Morgan Stanley | 0.00% | Add +1.3% | 564,726 | $59.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.9% | 187,372 | $19.6M |
| LPL Financial LLC | 0.01% | Reduce -11.5% | 175,930 | $18.4M |
| Bank of America Corp. | 0.00% | Add +1.4% | 169,999 | $17.8M |
| Fortitude Financial, LLC | 14.26% | Add +825.1% | 143,018 | $15.0M |
| 626 Financial, LLC | 5.55% | Add +120.8% | 103,039 | $10.8M |
| Cetera Investment Advisers | 0.02% | Add +15.8% | 101,441 | $10.6M |
| Stifel Financial Corp. | 0.01% | New | 80,385 | $8.4M |
| Merit Financial Group, LLC | 0.10% | Add +5.7% | 65,840 | $6.9M |
| Jones Financial Companies LLLP | 0.01% | Add +9.9% | 63,813 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -50.6% | 63,559 | $6.7M |
| Creative Planning | 0.01% | Add +12.3% | 60,853 | $6.4M |
| WealthCare Investment Partners, LLC | 2.30% | Add +8.4% | 56,639 | $5.4M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +3.2% | 45,033 | $4.7M |
| Ameritas Investment Partners, Inc. | 0.15% | Add +11.3% | 42,218 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.27% | Add +46.8% | 41,806 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.9% | 41,000 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 37,688 | $3.9M |
| Victory Financial Group, LLC | 0.72% | Add +1.9% | 37,500 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +4.2% | 35,415 | $3.7M |
| UBS Group AG | 0.00% | Reduce -12.8% | 33,984 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -57.3% | 32,447 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.4% | 30,993 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -3.0% | 29,746 | $3.1M |
| Modern Wealth Management, LLC | 0.09% | Add +7.3% | 26,804 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 21,495 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +4.1% | 19,976 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.5% | 19,553 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +10.0% | 17,926 | $1.9M |
| GTS Securities LLC | 0.08% | New | 17,400 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +8.5% | 16,406 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +59.0% | 15,903 | $1.7M |
| Davis Investment Partners, LLC | 0.64% | Reduce -0.2% | 14,951 | $1.5M |
| Balance Wealth Partners LLC | 0.87% | — | 12,740 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +67.4% | 11,284 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -44.5% | 9,114 | $954K |
| Integrity Alliance, Llc. | 0.04% | Add +38.8% | 8,451 | $885K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 8,428 | $882K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -58.7% | 8,230 | $862K |
| Seros Financial, LLC | 0.64% | Reduce -4.5% | 8,144 | $853K |
| Axxcess Wealth Management, LLC | 0.02% | Add +4.1% | 8,017 | $839K |
| Susquehanna International Group, LLP | 0.00% | New | 7,396 | $774K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +22.7% | 6,415 | $672K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Reduce -33.5% | 6,375 | $668K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,510 | $555K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.8% | 5,095 | $533K |
| Tandem Capital Management Corp. | 0.28% | No change | 4,840 | $507K |
| International Private Wealth Advisors LLC | 0.47% | Reduce -0.2% | 4,644 | $486K |
| PFG Advisors | 0.03% | Add +4.5% | 4,533 | $475K |
| Jane Street Group, LLC | 0.00% | Reduce -32.1% | 4,522 | $473K |
| MML Investors Services, LLC | 0.00% | Reduce -42.6% | 4,418 | $463K |
| Mariner, LLC | 0.00% | Add +17.3% | 4,330 | $453K |
| Bank of Montreal | 0.00% | Add +10.4% | 3,711 | $389K |
| Lido Advisors, LLC | 0.00% | Reduce -13.3% | 3,147 | $329K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -6.3% | 3,000 | $314K |
| Two Sigma Securities, LLC | 0.05% | New | 2,951 | $309K |
| Foundations Investment Advisors, LLC | 0.01% | Add +11.6% | 2,785 | $292K |
| Creative Financial Designs Inc. | 0.02% | Add +16.5% | 2,638 | $276K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.8% | 2,555 | $267K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +1.4% | 2,445 | $256K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 2,300 | $241K |
| Flow Traders U.S. LLC | 0.01% | Reduce -80.6% | 2,281 | $239K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.0% | 2,246 | $235K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.2% | 2,181 | $228K |
| Courage Miller Partners, LLC | 0.07% | No change | 1,983 | $208K |
| Main Street Group, LTD | 0.05% | Add +5109.5% | 1,094 | $114K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,000 | $105K |
| Harbour Investments, Inc. | 0.00% | Reduce -94.1% | 843 | $88K |
| US Bancorp \de | 0.00% | No change | 749 | $78K |
| FMR LLC | 0.00% | Add +24.8% | 740 | $77K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 670 | $76K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 688 | $72K |
| Wagner Wealth Management, LLC | 0.01% | No change | 548 | $57K |
| AE Wealth Management LLC | 0.00% | Add +65.9% | 536 | $56K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 414 | $43K |
| IFP Advisors, Inc | 0.00% | No change | 380 | $40K |
| NewEdge Advisors, LLC | 0.00% | Add +15.9% | 269 | $28K |
| Spire Wealth Management | 0.00% | No change | 240 | $25K |
| PSI Advisors, LLC | 0.01% | Reduce -47.9% | 225 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 146 | $15K |
| Cwm, LLC | 0.00% | No change | 107 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 72 | $8K |
| Key Financial Inc | 0.00% | No change | 73 | $8K |
| North Capital, Inc. | 0.00% | — | 24 | $3K |
| Marshall Investment Management, LLC | 0.00% | Reduce -100.0% | 15 | $2K |
"% 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.