Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF include Stenger Family Office, LLC, Integrated Wealth Concepts LLC, Asset Allocation Strategies LLC, EP Wealth Advisors, Inc., Larson Financial Group LLC, Private Trust Co Na, Quaker Wealth Management, LLC, and Exchange Traded Concepts, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15,365 | 139.52 | 1,679 | 150.22 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 66 | 7 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65,982 | 3.40 | 7,200 | 7.93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20,320 | 3.92 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,860 | 70.02 | 203 | 78.07 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 8,336 | 2.36 | 911 | 6.92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 112,369 | 76.79 | 12,294 | 84.76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,473 | 161 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 792 | 87 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,758 | 925.28 | 301 | 975.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 46,861 | 11.00 | 5,121 | 15.86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27,099 | 55.74 | 2,962 | 62.60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,729 | 0.49 | 408 | 4.90 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 38,498 | 5,348 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,081 | 0.28 | 3,397 | 4.65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,254 | 23.35 | 356 | 28.62 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 26,272 | 5.48 | 2,634 | -7.35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13,436 | 47.42 | 1,468 | 53.88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 344 | 38 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 108 | 12 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 70,828 | 99.99 | 7,741 | 108.74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,405 | 13.64 | 919 | 18.60 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 150 | 16 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,363 | 5.26 | 586 | 9.94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 47,392 | 5.24 | 5,179 | 9.86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,225 | 91.79 | 5 | 100.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5,832 | 155.68 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,656 | 2,039 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28,643 | 80.11 | 3,130 | 87.99 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,186 | 0.23 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,835 | 201 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 4,686 | 3.38 | 512 | 8.02 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 11,783 | 1,288 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 900 | 51.01 | 98 | 46.27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 789 | 995.83 | 86 | 975.00 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 143,018 | 825.14 | 14,974 | 759.04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5,367 | 21.48 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,255 | 0.40 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 31,864 | 18.88 | 3,482 | 24.09 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 140 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 37,040 | 8.99 | 4,048 | 13.77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16,622 | 1.32 | 1,817 | 5.77 |
