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Invesco S&P MidCap 400 GARP ETF (EWMC) Institutional Ownership

$116.94 -0.13 (-0.11%)
As of 01/16/2025
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap 400 GARP ETF (NYSEARCA:EWMC)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$5.53M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$666.30K
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EWMC Institutional Buying and Selling by Quarter

Invesco S&P MidCap 400 GARP ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2024Cape Investment Advisory Inc.265$26K0.0%N/A0.011%
2/9/2024Wells Fargo & Company MN92,095$9.06M0.0%+9.0%3.714%
2/7/2024Gateway Advisory LLC31,193$3.07M0.6%+44.8%1.258%
2/7/2024Ethos Financial Group LLC7,958$783K0.2%N/A0.321%
2/6/2024Axxcess Wealth Management LLC4,847$477K0.0%-34.7%0.195%
2/5/2024Kestra Private Wealth Services LLC30,325$2.98M0.1%+118.7%1.223%
2/2/2024Truist Financial Corp17,599$1.73M0.0%-18.1%0.710%
1/24/2024 Arkadios Wealth Advisors3,443$339K0.0%N/A0.139%
1/23/2024StrategIQ Financial Group LLC2,192$216K0.0%N/A0.088%
1/22/2024Aspire Wealth Management Corp536$53K0.0%+1,176.2%0.022%
1/18/2024Global Retirement Partners LLC1,056$101K0.0%-22.0%0.043%
1/18/2024WealthCare Investment Partners LLC15,570$1.52M0.8%+108.5%0.628%
1/16/2024Raymond James Financial Services Advisors Inc.61,858$6.09M0.0%+16.4%2.494%
1/16/2024Raymond James & Associates3,071$302K0.0%-12.7%0.124%
1/10/2024Creative Financial Designs Inc. ADV588$58K0.0%-73.9%0.024%
11/16/2023GTS Securities LLC11,056$965K0.0%-32.6%0.446%
11/15/2023Axxcess Wealth Management LLC7,425$648K0.0%-2.0%0.299%
11/14/2023Gateway Advisory LLC21,547$1.88M0.4%+1.1%0.869%
11/13/2023LPL Financial LLC88,819$7.76M0.0%+8.9%3.581%
11/13/2023Kestra Advisory Services LLC8,116$709K0.0%-56.7%0.327%
11/9/2023Atomi Financial Group Inc.3,845$336K0.1%N/A0.155%
11/9/2023UBS Group AG26,867$2.35M0.0%+4.0%1.083%
11/8/2023Janney Montgomery Scott LLC2,532$221K0.0%+8.2%0.102%
11/8/2023Kestra Private Wealth Services LLC13,869$1.21M0.0%N/A0.559%
10/27/2023Capital Advisors Ltd. LLC3,216$281K0.0%-8.7%0.130%
10/24/2023Affinity Wealth Management LLC229,502$20.04M4.0%+4.2%9.254%
10/24/2023Raymond James Financial Services Advisors Inc.53,165$4.64M0.0%-1.8%2.144%
10/24/2023Cambridge Investment Research Advisors Inc.5,204$454K0.0%-4.5%0.210%
10/23/2023Commonwealth Equity Services LLC10,270$897K0.0%+18.9%0.414%
10/16/2023Leavell Investment Management Inc.10,000$873K0.1%+7.0%0.403%
10/13/2023Global Retirement Partners LLC1,353$115K0.0%+109.4%0.055%
10/10/2023WealthCare Investment Partners LLC7,467$645K0.4%N/A0.301%
8/14/2023Affinity Wealth Management LLC220,174$20.04M4.6%+5.0%8.878%
8/14/2023Cerity Partners LLC32,514$2.96M0.0%N/A1.311%
8/11/2023Kestra Advisory Services LLC18,750$1.71M0.0%+28.4%0.756%
8/10/2023Gateway Advisory LLC21,321$1.94M0.4%+1.9%0.860%
8/10/2023Cetera Advisor Networks LLC3,638$331K0.0%+5.9%0.147%
8/4/2023Envestnet Asset Management Inc.20,297$1.85M0.0%+6.4%0.935%
8/1/2023Truist Financial Corp17,362$1.58M0.0%+0.9%0.800%
7/31/2023LPL Financial LLC81,568$7.42M0.0%-29.1%3.759%
7/28/2023 Waycross Investment Management Co4,103$373K0.4%-7.3%0.189%
7/25/2023Raymond James Financial Services Advisors Inc.54,141$4.93M0.0%+16.8%2.495%
7/25/2023Raymond James & Associates3,571$325K0.0%-7.7%0.165%
7/20/2023Courage Miller Partners LLC21,480$1.96M0.8%+7.4%0.990%
7/19/2023Leavell Investment Management Inc.9,350$851K0.1%+14.0%0.431%
7/13/2023Cambridge Investment Research Advisors Inc.5,452$496K0.0%-3.5%0.251%
5/12/2023Gateway Advisory LLC20,928$1.82M0.4%+9.7%1.079%
5/11/2023Gateway Advisory LLC1,820,587$1.82M0.4%+9,440.4%93.845%
5/10/2023LPL Financial LLC115,056$10.01M0.0%+16.6%5.931%
5/8/2023Global Retirement Partners LLC645$55K0.0%-60.3%0.033%
5/5/2023Truist Financial Corp17,204$1.50M0.0%N/A0.887%
5/3/2023Capital Advisors Ltd. LLC3,523$306K0.1%-28.4%0.182%
5/1/2023Affinity Wealth Management LLC209,717$18.24M4.3%-29.0%10.810%
4/28/2023 Ameritas Advisory Services LLC1,155$100K0.0%N/A0.060%
4/28/2023Janney Montgomery Scott LLC2,342$204K0.0%N/A0.121%
4/25/2023Creative Financial Designs Inc. ADV755$66K0.0%-14.0%0.039%
4/24/2023Courage Miller Partners LLC19,996$1.74M0.7%+7.5%1.031%
4/21/2023Capital Investment Advisory Services LLC663$58K0.0%-40.6%0.034%
4/14/2023Raymond James Financial Services Advisors Inc.46,367$4.03M0.0%+49.7%2.390%
4/14/2023Raymond James & Associates3,867$336K0.0%+3.8%0.199%
4/13/2023Leavell Investment Management Inc.8,200$713K0.1%N/A0.423%
4/11/2023 Harbor Group Inc.2,372$206K0.1%N/A0.122%
2/14/2023 Davis Investment Partners LLC15,860$1.47M0.7%N/A0.830%
2/9/2023Affinity Wealth Management LLC295,368$24.73M5.9%N/A15.464%
2/8/2023Raymond James Financial Services Advisors Inc.30,971$2.59M0.0%-3.7%1.622%
2/8/2023UBS Group AG27,792$2.33M0.0%+4.0%1.455%
2/8/2023Cambridge Investment Research Advisors Inc.3,540$296K0.0%-18.3%0.185%
2/7/2023 Waycross Investment Management Co4,428$371K0.4%N/A0.232%
2/7/2023Commonwealth Equity Services LLC9,148$765K0.0%+3.0%0.479%
2/7/2023LPL Financial LLC98,710$8.26M0.0%+27.4%5.168%
2/7/2023IFP Advisors Inc459$30K0.0%+70.0%0.024%
2/6/2023Jackson Creek Investment Advisors LLC7,639$639K0.3%-3.6%0.400%
2/3/2023Capital Investment Advisory Services LLC1,116$93K0.0%-14.2%0.058%
2/2/2023ARGI Investment Services LLC33,324$2.79M0.1%-1.6%1.745%
2/1/2023CWM LLC676$57K0.0%N/A0.035%
1/31/2023Kestra Advisory Services LLC15,834$1.33M0.0%-27.0%0.829%
1/30/2023Courage Miller Partners LLC18,600$1.56M0.7%+23.8%0.974%
1/11/2023 EWG Elevate Inc.391$33K0.0%N/A0.021%
11/14/2022Gateway Advisory LLC19,892$1.49M0.4%N/A1.421%
11/10/2022UBS Group AG26,711$2.00M0.0%-4.5%1.908%
11/3/2022Global Retirement Partners LLC618$52K0.0%-29.8%0.044%
11/1/2022Kestra Advisory Services LLC21,677$1.63M0.0%-6.0%1.548%
11/1/2022Creative Financial Designs Inc. ADV878$66K0.0%-16.6%0.063%
10/26/2022Capital Investment Advisory Services LLC1,300$98K0.0%+311.4%0.093%
10/25/2022Raymond James & Associates4,809$361K0.0%-63.1%0.344%
10/25/2022Raymond James Financial Services Advisors Inc.32,176$2.42M0.0%+21.4%2.298%
10/20/2022ARGI Investment Services LLC33,851$2.54M0.1%-1.8%2.418%
10/19/2022Courage Miller Partners LLC15,023$1.13M0.6%+4.6%1.073%
8/12/2022Axxcess Wealth Management LLC8,702$678K0.1%-3.7%0.649%
8/11/2022Cetera Advisor Networks LLC4,804$375K0.0%-6.1%0.359%
8/5/2022Capital Advisors Ltd. LLC4,917$383K0.1%+14.3%0.367%
8/4/2022Jackson Creek Investment Advisors LLC7,860$680K0.3%+21.2%0.587%
8/1/2022Creative Financial Designs Inc. ADV1,053$82K0.0%+215.3%0.079%
7/26/2022ARGI Investment Services LLC34,475$2.69M0.1%-5.2%2.573%
7/19/2022Commonwealth Equity Services LLC9,033$704K0.0%+1.4%0.674%
7/15/2022Courage Miller Partners LLC14,358$1.12M0.5%+9.6%1.071%
7/13/2022Cambridge Investment Research Advisors Inc.4,412$344K0.0%+5.7%0.329%
5/11/2022Raymond James Financial Services Advisors Inc.23,503$2.17M0.0%+5.4%1.632%
5/6/2022Courage Miller Partners LLC13,096$1.21M0.5%+9.7%0.909%
5/3/2022Capital Investment Advisory Services LLC377$35K0.0%-79.1%0.026%
(Data available from 1/1/2016 forward)

EWMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EWMC shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 GARP ETF. The most heavily invested institutionals were Affinity Wealth Management LLC ($20.04M), Wells Fargo & Company MN ($9.06M), LPL Financial LLC ($7.76M), Raymond James Financial Services Advisors Inc. ($6.09M), Gateway Advisory LLC ($3.07M), Kestra Private Wealth Services LLC ($2.98M), and Cerity Partners LLC ($2.96M).Learn more on EWMC's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap 400 GARP ETF stock?

Of the 31 institutional investors that purchased Invesco S&P MidCap 400 GARP ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($1.81M), Affinity Wealth Management LLC ($315.15K), LPL Financial LLC ($44.84K), Cerity Partners LLC ($32.51K), Raymond James Financial Services Advisors Inc. ($31.86K), Kestra Private Wealth Services LLC ($30.33K), and Truist Financial Corp ($17.36K).

How much institutional buying is happening at Invesco S&P MidCap 400 GARP ETF?

Institutional investors have bought a total of 2,381,158 shares in the last 24 months. This purchase volume represents approximately $207.01M in transactions.

Which Invesco S&P MidCap 400 GARP ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold Invesco S&P MidCap 400 GARP ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Affinity Wealth Management LLC ($85.65K), LPL Financial LLC ($33.49K), Kestra Advisory Services LLC ($16.48K), GTS Securities LLC ($5.35K), Truist Financial Corp ($3.90K), Axxcess Wealth Management LLC ($2.73K), and Raymond James Financial Services Advisors Inc. ($2.18K).

How much institutional selling is happening at Invesco S&P MidCap 400 GARP ETF?

Institutional investors have sold a total of 158,301 shares in the last 24 months. This volume of shares sold represents approximately $13.99M in transactions.


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This page (NYSEARCA:EWMC) was last updated on 1/18/2025 by MarketBeat.com Staff
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