Invesco S&P MidCap 400 GARP ETF
GRPM
33 hedge funds and large institutions have $55.5M invested in Invesco S&P MidCap 400 GARP ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 31 → 33 (+2)
5% more capital invested
Capital invested by funds: $52.7M → $55.5M (+$2.81M)
1.38% more ownership
Funds ownership: 51.13% → 52.51% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.06M |
| 2 |
Jane Street
New York
|
+$612K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$334K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$317K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$267K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $108K | +$108K | +1,587 | New |
|
|
RCA
27
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $69K | -$8.2K | -120 | -11% |
|
|
SHJ
28
Sharkey, Howes & Javer
Denver,
Colorado
| $68K | +$68.3K | +1,000 | New |
|
|
WAP
29
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $63K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $22K | +$137 | +2 | +0.6% |
|
|
WP
31
WealthShield Partners
Cary,
North Carolina
| $15K | -$12K | -175 | -44% |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $3K | -$6.83K | -100 | -66% |
|
|
CT
33
Cambridge Trust
Cambridge,
Massachusetts
| – | -$268K | -4,025 | Closed |
|
34
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$44K | -660 | Closed |
|
35
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$31K | -468 | Closed |
|
GRPM Hedge Fund Activity: Q3 2018 in Review
33 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2018, worth a combined $55.5M — up 5.3% from $52.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GRPM positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.06M. The largest seller was Citadel Advisors, cutting an estimated $658K.
- 33 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2018, up from 31 in Q2 2018.
- Funds reported $55.5M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2018, up 5.3% quarter-over-quarter.
- 5 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2018 and 3 closed out, a net change of +2 holders.
- The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2018 was Morgan Stanley, an estimated $1.06M added.
- The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2018 was Citadel Advisors, an estimated $658K sold.
Based on aggregated 13F filings for Q3 2018.