Invesco S&P MidCap 400 GARP ETF
GRPM
31 hedge funds and large institutions have $41.7M invested in Invesco S&P MidCap 400 GARP ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
24% more capital invested
Capital invested by funds: $33.6M → $41.7M (+$8.16M)
14.18% more ownership
Funds ownership: 35.36% → 49.54% (+14%)
3% more funds holding
Funds holding: 30 → 31 (+1)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.96M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$1.91M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$857K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$123K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$65.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$947K |
| 2 |
Jane Street
New York
|
-$413K |
| 3 |
Morgan Stanley
New York
|
-$182K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$174K |
| 5 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $42K | – | – | – |
|
|
WP
27
WealthShield Partners
Cary,
North Carolina
| $15K | – | – | – |
|
28
AssetMark Inc
Concord,
California
| $12K | +$11.9K | +183 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $10K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $5K | -$9.21K | -142 | -65% |
|
|
TFS
31
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$85K | -1,344 | Closed |
|
|
RCA
32
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$64K | -1,005 | Closed |
|
|
GSWM
33
Golden State Wealth Management
Santa Ana,
California
| – | -$9K | -144 | Closed |
|
|
EWM
34
Elmwood Wealth Management
Berkeley,
California
| – | -$4K | -63 | Closed |
|
GRPM Hedge Fund Activity: Q4 2019 in Review
31 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2019, worth a combined $41.7M — up 24% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GRPM positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 14 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.96M. The largest seller was Advisor Group, cutting an estimated $947K.
- 31 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2019, up from 30 in Q3 2019.
- Funds reported $41.7M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2019, up 24% quarter-over-quarter.
- 5 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2019 and 4 closed out, a net change of +1 holder.
- The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $2.96M added.
- The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2019 was Advisor Group, an estimated $947K sold.
Based on aggregated 13F filings for Q4 2019.