Invesco S&P MidCap 400 GARP ETF
GRPM
30 hedge funds and large institutions have $33.6M invested in Invesco S&P MidCap 400 GARP ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
13.39% less ownership
Funds ownership: 48.75% → 35.36% (-13%)
14% less funds holding
Funds holding: 35 → 30 (-5)
33% less capital invested
Capital invested by funds: $50.3M → $33.6M (-$16.8M)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$598K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$354K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$338K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$298K |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
+$139K |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| 2 |
Jane Street
New York
|
-$1.08M |
| 3 |
Morgan Stanley
New York
|
-$553K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$552K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$359K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $13K | +$63 | +1 | +0.5% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $10K | – | – | – |
|
|
GSWM
28
Golden State Wealth Management
Santa Ana,
California
| $9K | – | – | – |
|
|
EWM
29
Elmwood Wealth Management
Berkeley,
California
| $4K | – | – | – |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.43M | -22,099 | Closed |
|
31
MML Investors Services
Springfield,
Massachusetts
| – | -$240K | -3,711 | Closed |
|
32
JP Morgan Chase
New York
| – | -$196K | -3,080 | Closed |
|
|
SHJ
33
Sharkey, Howes & Javer
Denver,
Colorado
| – | -$65K | -1,000 | Closed |
|
|
BFO
34
Biltmore Family Office
Charlotte,
North Carolina
| – | -$10K | -150 | Closed |
|
GRPM Hedge Fund Activity: Q3 2019 in Review
30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2019, worth a combined $33.6M — down 33% from $50.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of GRPM and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 11 added.
The largest buyer was Stifel Financial, adding an estimated $598K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.43M sold.
- 30 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2019, down from 35 in Q2 2019.
- Funds reported $33.6M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2019, down 33% quarter-over-quarter.
- 2 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2019 and 6 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2019 was Stifel Financial, an estimated $598K added.
- The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2019.