Invesco S&P MidCap 400 GARP ETF
GRPM
32 hedge funds and large institutions have $38.7M invested in Invesco S&P MidCap 400 GARP ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and closing their positions.
42% more capital invested
Capital invested by funds: $27.3M → $38.7M (+$11.4M)
28% more funds holding
Funds holding: 25 → 32 (+7)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
5.03% more ownership
Funds ownership: 31.5% → 36.52% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.52M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.92M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.19M |
| 4 |
Morgan Stanley
New York
|
+$623K |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$889K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$834K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$721K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$276K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$93.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $30.4K | +$24.5K | +290 | +569% |
|
27
Jones Financial Companies
Des Peres,
Missouri
| $22K | +$20.8K | +246 | New |
|
28
AssetMark Inc
Concord,
California
| $13K | – | – | – |
|
|
EP
29
Eudaimonia Partners
Winchester,
Tennessee
| $13K | +$12.7K | +150 | New |
|
|
KFI
30
Key Financial Inc
West Chester,
Pennsylvania
| $7K | – | – | – |
|
|
BFEC
31
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | +$3.97K | +47 | New |
|
|
EWM
32
Elmwood Wealth Management
Berkeley,
California
| $2K | +$1.94K | +23 | New |
|
GRPM Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q1 2021, worth a combined $38.7M — up 42% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GRPM positions and 0 closed out — a net gain of 7 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.52M. The largest seller was IFP Advisors, cutting an estimated $889K.
- 32 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q1 2021, up from 25 in Q4 2020.
- Funds reported $38.7M of Invesco S&P MidCap 400 GARP ETF stock for Q1 2021, up 42% quarter-over-quarter.
- 7 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q1 2021 and 0 closed out, a net change of +7 holders.
- The largest Invesco S&P MidCap 400 GARP ETF buyer in Q1 2021 was LPL Financial, an estimated $3.52M added.
- The largest Invesco S&P MidCap 400 GARP ETF seller in Q1 2021 was IFP Advisors, an estimated $889K sold.
Based on aggregated 13F filings for Q1 2021.