Invesco S&P Midcap 400 GarpGRPMETF
13F holders, Q3 2025 (September 30)92holders +4
11new positions
6sold out
1famous investor
$121.14avg. 13F price*
At the end of Q3 2025, 92 institutions reported holding Invesco S&P Midcap 400 Garp (GRPM) in their 13F filings, up 4 from Q2 2025. 11 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($45.8M), LPL Financial LLC ($14.8M) and Northwestern Mutual Wealth Management Co. ($13.9M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.8M |
| Exits | 6 | $6.8M |
All 13F filers, Q2 2025 → Q3 2025: 139,952 shares bought and 325,768 shares sold, net −185,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Morgan Stanley | 0.00% | Reduce -11.8% | 379,863 | $45.8M |
| LPL Financial LLC | 0.00% | Reduce -23.5% | 122,795 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -10.6% | 115,594 | $13.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.9% | 109,123 | $13.1M |
| 626 Financial, LLC | 5.35% | Add +1.7% | 100,606 | $12.1M |
| Bank of America Corp. | 0.00% | Reduce -23.6% | 93,748 | $11.3M |
| Cetera Investment Advisers | 0.01% | Add +23.9% | 69,398 | $8.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -7.2% | 65,702 | $7.9M |
| Jones Financial Companies LLLP | 0.01% | Reduce -3.7% | 63,556 | $7.7M |
| Ameritas Investment Partners, Inc. | 0.23% | Add +32.9% | 62,279 | $7.5M |
| WealthCare Investment Partners, LLC | 2.05% | Reduce -7.7% | 52,200 | $6.3M |
| Summit Financial, LLC | 0.10% | New | 51,805 | $6.2M |
| Creative Planning | 0.00% | Reduce -10.0% | 48,376 | $5.8M |
| Stenger Family Office, LLC | 1.15% | Reduce -0.8% | 38,193 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.3% | 45,886 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -4.0% | 45,489 | $5.5M |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 39,255 | $4.7M |
| UBS Group AG | 0.00% | Add +0.0% | 37,049 | $4.5M |
| Axxcess Wealth Management, LLC | 0.09% | Add +353.9% | 33,932 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 30,482 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.7% | 28,682 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +2.9% | 28,649 | $3.5M |
| Cerity Partners LLC | 0.01% | Reduce -2.2% | 28,378 | $3.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +13.6% | 21,191 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.8% | 20,104 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 19,805 | $2.4M |
| Asset Allocation Strategies LLC | 0.45% | Add +60.1% | 18,871 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -1.4% | 16,381 | $2.0M |
| Davis Investment Partners, LLC | 0.61% | Reduce -0.2% | 14,794 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -20.5% | 13,240 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -31.3% | 12,171 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -37.0% | 12,119 | $1.5M |
| Arrowroot Family Office, LLC | 0.47% | Add +0.3% | 9,746 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -15.2% | 9,552 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -33.7% | 8,911 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.2% | 8,532 | $1.0M |
| GTS Securities LLC | 0.03% | Reduce -77.3% | 6,137 | $740K |
| MML Investors Services, LLC | 0.00% | Reduce -5.1% | 5,095 | $615K |
| HRT Financial LP | 0.00% | New | 4,976 | $600K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -33.5% | 4,956 | $598K |
| Tandem Capital Management Corp. | 0.27% | No change | 4,755 | $574K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +10.7% | 4,439 | $535K |
| Mariner, LLC | 0.00% | Add +2.3% | 4,376 | $528K |
| Jane Street Group, LLC | 0.00% | Add +5.0% | 4,011 | $484K |
| International Private Wealth Advisors LLC | 0.26% | Reduce -23.5% | 3,488 | $421K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -35.7% | 3,449 | $416K |
| Janney Montgomery Scott LLC | 0.00% | Add +47.6% | 3,329 | $402K |
| Creative Financial Designs Inc. | 0.03% | Reduce -0.4% | 3,241 | $391K |
| Modern Wealth Management, LLC | 0.01% | Reduce -90.2% | 3,112 | $375K |
| Bank of Montreal | 0.00% | Reduce -17.3% | 3,085 | $372K |
| Lido Advisors, LLC | 0.00% | Reduce -2.1% | 3,081 | $372K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +14.2% | 3,021 | $364K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -81.6% | 2,827 | $341K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,758 | $333K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,743 | $331K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 2,445 | $295K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 2,300 | $277K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.1% | 2,189 | $264K |
| Compass Capital Corp. /Ma/ | 0.11% | New | 2,122 | $252K |
| Flow Traders U.S. LLC | 0.01% | Reduce -65.3% | 2,023 | $244K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -20.0% | 1,994 | $240K |
| Courage Miller Partners, LLC | 0.07% | No change | 1,983 | $239K |
| Harbor Group, Inc. | 0.03% | New | 1,799 | $217K |
| Main Street Group, LTD | 0.07% | Reduce -8.0% | 1,712 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.4% | 1,523 | $184K |
| Peck Wealth Management, LLC | 0.14% | — | 1,254 | $151K |
| Wells Fargo & Company | 0.00% | Add +219.0% | 1,075 | $130K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 1,000 | $121K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 794 | $96K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.1% | 791 | $95K |
| Principal Securities, Inc. | 0.00% | No change | 789 | $95K |
| US Bancorp \de | 0.00% | Add +3.3% | 774 | $93K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -2.1% | 592 | $71K |
| Rockefeller Capital Management L.P. | 0.00% | New | 560 | $68K |
| FMR LLC | 0.00% | Reduce -8.7% | 428 | $52K |
| Ameritas Advisory Services, LLC | 0.00% | Add +23.0% | 423 | $51K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 325 | $39K |
| JPMorgan Chase & Co. | 0.00% | New | 203 | $24K |
| AE Wealth Management LLC | 0.00% | Add +5.9% | 197 | $24K |
| Private Trust Co. NA | 0.00% | Add +12.7% | 169 | $20K |
| Root Financial Partners, LLC | 0.00% | New | 164 | $20K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 146 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 143 | $17K |
| Quaker Wealth Management, LLC | 0.01% | No change | 140 | $17K |
| Cwm, LLC | 0.00% | No change | 107 | $13K |
| Key Financial Inc | 0.00% | No change | 73 | $9K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 60 | $7K |
| Assetmark, Inc. | 0.00% | New | 38 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 26 | $3K |
| North Capital, Inc. | 0.00% | Add +4.2% | 25 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 20 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -92.6% | 8 | $965 |
"% 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.