Invesco S&P Midcap 400 GarpGRPMETF
13F holders, Q2 2025 (June 30)88holders +3
9new positions
10sold out
1famous investor
$109.89avg. 13F price*
At the end of Q2 2025, 88 institutions reported holding Invesco S&P Midcap 400 Garp (GRPM) in their 13F filings, up 3 from Q1 2025. 9 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($47.1M), LPL Financial LLC ($17.5M) and Northwestern Mutual Wealth Management Co. ($14.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.8M |
| Exits | 10 | $21.9M |
All 13F filers, Q1 2025 → Q2 2025: 203,971 shares bought and 665,311 shares sold, net −461,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Morgan Stanley | 0.00% | Reduce -23.7% | 430,893 | $47.1M |
| LPL Financial LLC | 0.01% | Reduce -8.8% | 160,429 | $17.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -31.0% | 129,346 | $14.1M |
| Bank of America Corp. | 0.00% | Reduce -27.8% | 122,739 | $13.4M |
| Osaic Holdings, Inc. | 0.02% | Add +76.8% | 112,369 | $12.3M |
| 626 Financial, LLC | 5.08% | Reduce -4.0% | 98,918 | $10.8M |
| Private Advisor Group, LLC | 0.04% | Add +100.0% | 70,828 | $7.7M |
| Jones Financial Companies LLLP | 0.01% | Add +3.4% | 65,982 | $7.2M |
| WealthCare Investment Partners, LLC | 2.30% | Reduce -0.2% | 56,551 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -44.8% | 56,033 | $6.1M |
| Creative Planning | 0.01% | Reduce -11.7% | 53,754 | $5.9M |
| Stenger Family Office, LLC | 1.38% | — | 38,498 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +5.2% | 47,392 | $5.2M |
| Ameritas Investment Partners, Inc. | 0.16% | Add +11.0% | 46,861 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +91.8% | 41,225 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.8% | 39,050 | $4.3M |
| Stifel Financial Corp. | 0.00% | Reduce -51.6% | 38,898 | $4.3M |
| UBS Group AG | 0.00% | Add +9.0% | 37,040 | $4.0M |
| Modern Wealth Management, LLC | 0.09% | Add +18.9% | 31,864 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 31,442 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 31,081 | $3.4M |
| Cerity Partners LLC | 0.01% | Reduce -2.4% | 29,029 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +80.1% | 28,643 | $3.1M |
| Thoroughbred Financial Services, LLC | 0.21% | Reduce -33.4% | 27,841 | $3.0M |
| GTS Securities LLC | 0.13% | Add +55.7% | 27,099 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.9% | 20,320 | $2.2M |
| Sigma Planning Corp | 0.06% | Reduce -3.6% | 19,252 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | New | 18,656 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -73.1% | 17,723 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +1.3% | 16,622 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -7.1% | 16,649 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +139.5% | 15,365 | $1.7M |
| Davis Investment Partners, LLC | 0.59% | Reduce -0.8% | 14,825 | $1.6M |
| Citadel Advisors | 0.00% | Add +47.4% | 13,436 | $1.5M |
| Asset Allocation Strategies LLC | 0.28% | New | 11,783 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -70.1% | 11,268 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.0% | 11,171 | $1.2M |
| Arrowroot Family Office, LLC | 0.48% | — | 9,720 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | No change | 8,428 | $921K |
| Susquehanna International Group, LLP | 0.00% | Add +13.6% | 8,405 | $919K |
| Seros Financial, LLC | 0.58% | Add +2.4% | 8,336 | $911K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -6.8% | 7,475 | $817K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -9.5% | 7,448 | $814K |
| Flow Traders U.S. LLC | 0.02% | Add +155.7% | 5,832 | $637K |
| MML Investors Services, LLC | 0.00% | Add +21.5% | 5,367 | $587K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.3% | 5,363 | $586K |
| Tandem Capital Management Corp. | 0.26% | Reduce -1.8% | 4,755 | $520K |
| PFG Advisors | 0.02% | Add +3.4% | 4,686 | $512K |
| International Private Wealth Advisors LLC | 0.43% | Reduce -1.8% | 4,560 | $498K |
| Mariner, LLC | 0.00% | Reduce -1.2% | 4,278 | $468K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -37.1% | 4,011 | $438K |
| Jane Street Group, LLC | 0.00% | Reduce -15.5% | 3,822 | $418K |
| Bank of Montreal | 0.00% | Add +0.5% | 3,729 | $408K |
| Creative Financial Designs Inc. | 0.03% | Add +23.4% | 3,254 | $356K |
| Lido Advisors, LLC | 0.00% | No change | 3,147 | $344K |
| NewEdge Advisors, LLC | 0.00% | Add +925.3% | 2,758 | $301K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -11.8% | 2,646 | $289K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.4% | 2,493 | $272K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 2,445 | $267K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 2,300 | $251K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 2,255 | $246K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.2% | 2,186 | $239K |
| Two Sigma Securities, LLC | 0.03% | Reduce -28.2% | 2,120 | $232K |
| Courage Miller Partners, LLC | 0.07% | No change | 1,983 | $217K |
| Main Street Group, LTD | 0.07% | Add +70.0% | 1,860 | $203K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,835 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,473 | $161K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 1,000 | $109K |
| Global Retirement Partners, LLC | 0.00% | — | 900 | $98K |
| Larson Financial Group LLC | 0.00% | New | 792 | $87K |
| Principal Securities, Inc. | 0.00% | Add +995.8% | 789 | $86K |
| US Bancorp \de | 0.00% | No change | 749 | $82K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -9.7% | 605 | $66K |
| FMR LLC | 0.00% | Reduce -36.6% | 469 | $51K |
| Ameritas Advisory Services, LLC | 0.00% | New | 344 | $38K |
| Wells Fargo & Company | 0.00% | Reduce -18.6% | 337 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -52.8% | 325 | $36K |
| AE Wealth Management LLC | 0.00% | Reduce -65.3% | 186 | $20K |
| Private Trust Co. NA | 0.00% | New | 150 | $16K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 146 | $16K |
| Harbour Investments, Inc. | 0.00% | Reduce -83.0% | 143 | $16K |
| Quaker Wealth Management, LLC | 0.01% | — | 140 | $15K |
| Cwm, LLC | 0.00% | No change | 107 | $12K |
| Exchange Traded Concepts, LLC | 0.00% | New | 108 | $12K |
| Key Financial Inc | 0.00% | No change | 73 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | New | 66 | $7K |
| North Capital, Inc. | 0.00% | No change | 24 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -94.7% | 20 | $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.