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Invesco S&P MidCap 400 GARP ETF

45 hedge funds and large institutions have $88.4M invested in Invesco S&P MidCap 400 GARP ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more capital invested

Capital invested by funds: $34.1M → $88.4M (+$54.3M)

32% more funds holding

Funds holding: 3445 (+11)

16.27% more ownership

Funds ownership: 32.86%49.14% (+16%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
45
Holders Change
+11
Holders Change %
+32.35%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
12
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$312K -$90.2K -1,082 -22%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$296K -$66.2K -794 -18%
CAN
28
Cetera Advisor Networks
California
$241K -$10K -120 -4%
Stifel Financial
29
Stifel Financial
Missouri
$205K +$204K +2,444 New
OL
30
Owen LaRue
Kentucky
$204K +$200K +2,403 New
SPIA
31
Steward Partners Investment Advisory
New York
$160K
GRP
32
Global Retirement Partners
California
$136K +$84K +1,008 +163%
HNB
33
Huntington National Bank
Ohio
$113K
HI
34
Harbour Investments
Wisconsin
$93.7K +$250 +3 +0.3%
CIAS
35
Capital Investment Advisory Services
North Carolina
$93.4K -$15.3K -184 -14%
US Bancorp
36
US Bancorp
Minnesota
$75.1K +$62.4K +749 +506%
CFD
37
Creative Financial Designs
Indiana
$73.5K
MCC
38
Money Concepts Capital
Florida
$61.9K +$61.7K +740 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$57K +$56.3K +676 New
EE
40
EWG Elevate
California
$32.7K +$32.6K +391 New
IA
41
IFP Advisors
Florida
$30K +$15.7K +189 +70%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$21.9K -$3.42K -41 -14%
PA
43
PSI Advisors
Florida
$16.9K
BWM
44
Baystate Wealth Management
Massachusetts
$14K +$14.3K +172 New
S
45
SignatureFD
Georgia
$6.41K -$1.75K -21 -21%
KFI
46
Key Financial Inc
Pennsylvania
$5.48K
NA
47
NewEdge Advisors
Louisiana
$19 +$19.3K +232 New

GRPM Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2022, worth a combined $88.4M — up 159% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GRPM positions and 0 closed out — a net gain of 12 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $24.6M. The largest seller was Susquehanna International Group, cutting an estimated $619K.

  • 45 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2022, up from 34 in Q3 2022.
  • Funds reported $88.4M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2022, up 159% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2022 and 0 closed out, a net change of +12 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2022 was Affinity Wealth Management, an estimated $24.6M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2022 was Susquehanna International Group, an estimated $619K sold.

Based on aggregated 13F filings for Q4 2022.