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Invesco S&P MidCap 400 GARP ETF
GRPM

39 hedge funds and large institutions have $45.9M invested in Invesco S&P MidCap 400 GARP ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $39.2M → $45.9M (+$6.67M)

5% more funds holding

Funds holding: 37 → 39 (+2)

1.85% more ownership

Funds ownership: 32.28% → 34.13% (+1.9%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.82M
2
CAN
Cetera Advisor Networks
California
+$515K
3
LPL Financial
LPL Financial
California
+$467K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$247K
5
Bank of America
Bank of America
North Carolina
+$230K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$597K
2
KAS
Kestra Advisory Services
Texas
-$597K
3
FTUS
Flow Traders U.S.
New York
-$479K
4
Morgan Stanley
Morgan Stanley
New York
-$258K
5
BRWA
B. Riley Wealth Advisors
Florida
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$215K -$8.32K -88 -4%
SFG
27
StrategIQ Financial Group
Indiana
$210K +$207K +2,192 New
CIAS
28
Capital Investment Advisory Services
North Carolina
$173K -$26.4K -279 -13%
SPIA
29
Steward Partners Investment Advisory
New York
$171K +$45.1K +477 +37%
HI
30
Harbour Investments
Wisconsin
$145K -$24.9K -263 -15%
CFD
31
Creative Financial Designs
Indiana
$30K +$29.2K +309 New
Jones Financial Companies
32
Jones Financial Companies
Missouri
$24K – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$19K – – –
APA
34
American Portfolios Advisors
New York
$14.4K -$4.16K -44 -23%
US Bancorp
35
US Bancorp
Minnesota
$14K – – –
SCA
36
Snowden Capital Advisors
New York
$14K +$14.7K +155 New
KFI
37
Key Financial Inc
Pennsylvania
$7K – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$5K – – –
EWM
39
Elmwood Wealth Management
California
$2K +$2.18K +23 New
KAS
40
Kestra Advisory Services
Texas
– -$597K -6,640 Closed
FTUS
41
Flow Traders U.S.
New York
– -$479K -5,329 Closed
BRWA
42
B. Riley Wealth Advisors
Florida
– -$208K -2,304 Closed
CFA
43
Cahill Financial Advisors
Minnesota
– -$15K -171 Closed
1
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GRPM Hedge Fund Activity: Q4 2021 in Review

39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2021, worth a combined $45.9M — up 17% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GRPM positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.82M. The largest seller was HighTower Advisors, cutting an estimated $597K.

  • 39 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $45.9M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2021 and 4 closed out, a net change of +2 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2021 was Wells Fargo, an estimated $3.82M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2021 was HighTower Advisors, an estimated $597K sold.

Based on aggregated 13F filings for Q4 2021.