We are live on ! Find out more
GRPM icon

Invesco S&P MidCap 400 GARP ETF
GRPM

38 hedge funds and large institutions have $63.9M invested in Invesco S&P MidCap 400 GARP ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

65% more capital invested

Capital invested by funds: $38.7M → $63.9M (+$25.2M)

19% more funds holding

Funds holding: 32 → 38 (+6)

10.68% more ownership

Funds ownership: 36.52% → 47.2% (+11%)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Affinity Wealth Management
Delaware
+$17.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.61M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.6M
4
FTUS
Flow Traders U.S.
New York
+$1.28M
5
PMG
ProVise Management Group
Florida
+$725K

Top Sellers

1
IA
IFP Advisors
Florida
-$2.68M
2
Citadel Advisors
Citadel Advisors
Florida
-$225K
3
Morgan Stanley
Morgan Stanley
New York
-$186K
4
Osaic Holdings
Osaic Holdings
Arizona
-$99.7K
5
Bank of America
Bank of America
North Carolina
-$92.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$222K +$224K +2,422 New
HG
27
Harbor Group
New Hampshire
$213K +$214K +2,317 New
SFG
28
StrategIQ Financial Group
Indiana
$201K +$203K +2,192 New
HI
29
Harbour Investments
Wisconsin
$160K +$101K +1,096 +170%
CIAS
30
Capital Investment Advisory Services
North Carolina
$148K +$1.29K +14 +0.9%
SPIA
31
Steward Partners Investment Advisory
New York
$27K -$4.71K -51 -15%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$23K – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$18K +$18.4K +199 New
AssetMark Inc
34
AssetMark Inc
California
$13K – – –
APA
35
American Portfolios Advisors
New York
$8.99K +$9.06K +98 New
KFI
36
Key Financial Inc
Pennsylvania
$7K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$4K – – –
EWM
38
Elmwood Wealth Management
California
$2K – – –
IA
39
IFP Advisors
Florida
– -$2.68M -29,018 Closed
EP
40
Eudaimonia Partners
Tennessee
– -$13K -150 Closed
1
2

GRPM Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2021, worth a combined $63.9M — up 65% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GRPM positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $17.4M. The largest seller was IFP Advisors, exiting entirely with an estimated $2.68M sold.

  • 38 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2021, up from 32 in Q1 2021.
  • Funds reported $63.9M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2021, up 65% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2021 and 2 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2021 was Affinity Wealth Management, an estimated $17.4M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2021 was IFP Advisors, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2021.