Invesco S&P MidCap 400 GARP ETF
GRPM
35 hedge funds and large institutions have $50.3M invested in Invesco S&P MidCap 400 GARP ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 35 → 35 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $52.8M → $50.3M (-$2.45M)
4.71% less ownership
Funds ownership: 53.45% → 48.75% (-4.7%)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$247K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$241K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$139K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$123K |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.54M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$956K |
| 3 |
HCM
Harvest Capital Management
Concord,
New Hampshire
|
-$739K |
| 4 |
Morgan Stanley
New York
|
-$651K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SHJ
26
Sharkey, Howes & Javer
Denver,
Colorado
| $65K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $39K | -$42.5K | -663 | -53% |
|
|
WP
28
WealthShield Partners
Cary,
North Carolina
| $15K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $14K | +$13.8K | +216 | New |
|
|
BFO
30
Biltmore Family Office
Charlotte,
North Carolina
| $10K | +$9.62K | +150 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $10K | +$9.81K | +153 | New |
|
|
GSWM
32
Golden State Wealth Management
Santa Ana,
California
| $9K | – | – | – |
|
|
EWM
33
Elmwood Wealth Management
Berkeley,
California
| $4K | – | – | – |
|
|
CA
34
Cetera Advisors
Denver,
Colorado
| – | -$36K | -546 | Closed |
|
|
AWM
35
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| – | -$7K | -125 | Closed |
|
|
WCM
36
WealthBridge Capital Management
Westerville,
Ohio
| – | -$7K | -115 | Closed |
|
37
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$321 | +5 | New |
|
GRPM Hedge Fund Activity: Q2 2019 in Review
35 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2019, worth a combined $50.3M — down 4.6% from $52.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GRPM positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.05M. The largest seller was Wells Fargo, cutting an estimated $1.54M.
- 35 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $50.3M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2019, down 4.6% quarter-over-quarter.
- 4 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2019 and 3 closed out, a net change of +1 holder.
- The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $1.05M added.
- The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2019 was Wells Fargo, an estimated $1.54M sold.
Based on aggregated 13F filings for Q2 2019.