Invesco S&P Midcap 400 GarpGRPMETF

13F holders, Q4 2025 (December 31)
96holders +4
11new positions
11sold out
1famous investor
$120.05avg. 13F price*

At the end of Q4 2025, 96 institutions reported holding Invesco S&P Midcap 400 Garp (GRPM) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 11 sold out. The largest holders were HighTower Advisors, LLC ($55.4M), Morgan Stanley ($41.4M) and GW Henssler & Associates Ltd. ($20.2M). 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

020406080100 Q1 2024: 70Q1 2024Q2 2024: 79Q2 2024Q3 2024: 81Q3 2024Q4 2024: 96Q4 2024Q1 2025: 85Q1 2025Q2 2025: 88Q2 2025Q3 2025: 92Q3 2025Q4 2025: 96Q4 2025Q1 2026: 100Q1 2026Q2 2026: 96Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$79.3M
Exits11$7.9M

All 13F filers, Q3 2025 → Q4 2025: 714,072 shares bought and 178,095 shares sold, net +535,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

HighTower Advisors, LLC 0.06% New 461,904 $55.4M
Morgan Stanley 0.00% Reduce -9.2% 344,999 $41.4M
GW Henssler & Associates Ltd. 0.97% New 168,499 $20.2M
LPL Financial LLC 0.00% Add +3.8% 127,504 $15.3M
626 Financial, LLC 5.37% Add +2.9% 103,517 $12.4M
Osaic Holdings, Inc. 0.02% Reduce -7.9% 100,501 $12.1M
Bank of America Corp. 0.00% Add +2.6% 96,199 $11.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -26.7% 84,722 $10.2M
Private Advisor Group, LLC 0.04% Add +12.8% 74,144 $8.9M
Cetera Investment Advisers 0.01% Add +5.7% 73,331 $8.8M
Ameritas Investment Partners, Inc. 0.24% Add +5.3% 65,576 $7.9M
Summit Financial, LLC 0.10% Add +6.5% 55,163 $6.6M
Jones Financial Companies LLLP 0.00% Reduce -13.7% 54,882 $6.6M
WealthCare Investment Partners, LLC 1.76% Reduce -3.8% 50,202 $6.1M
Creative Planning 0.00% Reduce -5.5% 45,725 $5.5M
Kestra Private Wealth Services, LLC 0.06% Reduce -5.0% 43,218 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.9% 41,336 $5.0M
Raymond James Financial Inc. 0.00% Reduce -5.1% 37,249 $4.5M
Axxcess Wealth Management, LLC 0.07% Add +3.0% 34,943 $4.2M
Envestnet Asset Management Inc. 0.00% Add +7.4% 30,814 $3.7M
UBS Group AG 0.00% Reduce -17.3% 30,654 $3.7M
Ameriprise Financial Inc. 0.00% Reduce -0.3% 30,388 $3.6M
Thoroughbred Financial Services, LLC 0.21% Add +0.9% 28,908 $3.5M
Asset Allocation Strategies LLC 0.63% Add +50.0% 28,304 $3.4M
Cerity Partners LLC 0.00% Reduce -3.2% 27,478 $3.3M
Integrated Wealth Concepts LLC 0.03% Add +8.9% 23,076 $2.8M
Commonwealth Equity Services, LLC 0.00% Reduce -5.7% 18,679 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -10.7% 17,952 $2.2M
Concurrent Investment Advisors, LLC 0.02% Reduce -2.4% 15,987 $1.9M
Fortitude Financial, LLC 1.61% New 15,828 $1.9M
Truist Financial Corp. 0.00% Add +1.6% 13,448 $1.6M
Davis Investment Partners, LLC 0.54% Reduce -13.6% 12,779 $1.5M
Sigma Planning Corp 0.04% Reduce -4.6% 11,558 $1.4M
Arrowroot Family Office, LLC 0.43% Add +0.1% 9,753 $1.2M
Citadel Advisors 0.00% Add +5.0% 9,361 $1.1M
Royal Bank of Canada 0.00% Reduce -5.2% 9,053 $1.1M
Oppenheimer & Co. Inc. 0.01% No change 8,532 $1.0M
Two Sigma Investments, LP 0.00% New 6,600 $792K
Redhawk Wealth Advisors, Inc. 0.08% Add +35.3% 6,004 $721K
MML Investors Services, LLC 0.00% Add +14.6% 5,837 $700K
Merit Financial Group, LLC 0.00% Reduce -58.1% 5,100 $612K
Tandem Capital Management Corp. 0.26% Add +1.3% 4,815 $578K
BNB Wealth Management, LLC 0.36% — 4,629 $556K
Ameritas Advisory Services, LLC 0.02% Add +945.6% 4,423 $531K
Mariner, LLC 0.00% No change 4,376 $525K
Cornerstone Wealth Management, LLC 0.03% Reduce -13.4% 4,291 $515K
Fortune Financial Group, Inc. 0.50% — 3,965 $504K
Creative Financial Designs Inc. 0.03% Add +25.7% 4,075 $489K
Janney Montgomery Scott LLC 0.00% Add +8.9% 3,627 $435K
SeedSafe Financial LLC 0.35% — 3,311 $397K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +9.2% 3,300 $396K
Modern Wealth Management, LLC 0.01% No change 3,112 $373K
Lido Advisors, LLC 0.00% No change 3,081 $372K
International Private Wealth Advisors LLC 0.22% Reduce -15.6% 2,944 $353K
Bank of Montreal 0.00% Reduce -5.9% 2,903 $348K
Kestra Advisory Services, LLC 0.00% Reduce -16.3% 2,888 $347K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.0% 2,799 $336K
NewEdge Advisors, LLC 0.00% No change 2,758 $331K
Montag A & Associates Inc. 0.02% New 2,750 $330K
Triad Wealth Partners, LLC 0.03% New 2,688 $323K
Thrivent Financial for Lutherans 0.00% Reduce -7.2% 2,545 $308K
Gladstone Institutional Advisory LLC 0.01% No change 2,445 $293K
Crescent Grove Advisors, LLC 0.03% No change 2,300 $276K
Capital Advisors, Ltd. LLC 0.03% Add +0.1% 2,191 $263K
Compass Capital Corp. /Ma/ 0.10% Reduce -4.0% 2,037 $254K
Courage Miller Partners, LLC 0.07% No change 1,983 $238K
Signature Estate & Investment Advisors LLC 0.00% Reduce -1.1% 1,973 $237K
Susquehanna International Group, LLP 0.00% New 1,898 $228K
Harbor Group, Inc. 0.03% Add +0.2% 1,802 $216K
Main Street Group, LTD 0.07% Add +2.0% 1,747 $210K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.3% 1,518 $182K
Wells Fargo & Company 0.00% No change 1,075 $129K
Medallion Wealth Advisors, LLC 0.04% No change 1,000 $120K
Global Retirement Partners, LLC 0.00% No change 791 $95K
US Bancorp \de 0.00% Reduce -3.2% 749 $90K
Rockefeller Capital Management L.P. 0.00% Add +27.0% 711 $85K
Flagship Harbor Advisors, LLC 0.00% New 711 $85K
Root Financial Partners, LLC 0.00% Add +321.3% 691 $83K
Glass Jacobson Investment Advisors llc 0.03% Add +0.2% 593 $71K
FMR LLC 0.00% Reduce -4.4% 409 $49K
Larson Financial Group LLC 0.00% Reduce -49.2% 403 $48K
Sankala Group LLC 0.04% — 378 $46K
Capital Investment Advisory Services, LLC 0.00% No change 325 $39K
AE Wealth Management LLC 0.00% Reduce -11.2% 175 $21K
Private Trust Co. NA 0.00% Reduce -5.9% 159 $19K
JPMorgan Chase & Co. 0.00% Reduce -24.1% 154 $18K
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
Sound Income Strategies, LLC 0.00% New 106 $13K
Cwm, LLC 0.00% No change 107 $13K
Founders Financial Alliance, LLC 0.00% New 66 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% New 39 $5K
Key Financial Inc 0.00% Reduce -58.9% 30 $4K
IFP Advisors, Inc 0.00% No change 20 $2K
Exchange Traded Concepts, LLC 0.00% No change 8 $960

"% 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.