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Invesco S&P MidCap 400 GARP ETF
GRPM

52 hedge funds and large institutions have $125M invested in Invesco S&P MidCap 400 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $112M → $125M (+$13.4M)

11% more funds holding

Funds holding: 47 → 52 (+5)

2.49% more ownership

Funds ownership: 51.98% → 54.47% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
21
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.9M
2
Ameriprise
Ameriprise
Minnesota
+$1.87M
3
Goldman Sachs
Goldman Sachs
New York
+$1.66M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M

Top Sellers

1
CMP
Courage Miller Partners
Virginia
-$1.95M
2
KAS
Kestra Advisory Services
Texas
-$970K
3
AFO
Arrowroot Family Office
California
-$582K
4
GS
GTS Securities
New York
-$489K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Axxcess Wealth Management
California
$648K -$14.1K -154 -2%
WIP
27
WealthCare Investment Partners
Rhode Island
$645K +$681K +7,467 New
Lido Advisors
28
Lido Advisors
California
$515K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$454K -$22.6K -248 -5%
WIM
30
Waycross Investment Management
Washington
$358K -$456 -5 -0.1%
RJT
31
Raymond James Trust
Florida
$346K -$5.02K -55 -1%
CAN
32
Cetera Advisor Networks
California
$343K +$26.3K +288 +8%
AFG
33
Atomi Financial Group
New York
$336K +$351K +3,845 New
RJA
34
Raymond James & Associates
Florida
$307K -$4.93K -54 -2%
CAL
35
Capital Advisors Ltd
Ohio
$281K -$28K -307 -9%
GIA
36
Gladstone Institutional Advisory
Florida
$240K – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$224K +$234K +2,563 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$221K +$17.4K +191 +8%
CA
39
Cetera Advisors
Colorado
$217K +$227K +2,489 New
CFD
40
Creative Financial Designs
Indiana
$197K +$137K +1,506 +202%
HNB
41
Huntington National Bank
Ohio
$118K – – –
GRP
42
Global Retirement Partners
California
$115K +$64.5K +707 +109%
US Bancorp
43
US Bancorp
Minnesota
$78.3K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$68K – – –
HI
45
Harbour Investments
Wisconsin
$61.2K +$91 +1 +0.1%
CIAS
46
Capital Investment Advisory Services
North Carolina
$58K +$91 +1 +0.2%
NA
47
NewEdge Advisors
Louisiana
$36.4K +$16.9K +185 +80%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$22.6K – – –
PA
49
PSI Advisors
Florida
$17.8K – – –
BFPW
50
BOK Financial Private Wealth
Colorado
$17.5K – – –
1
2
3

GRPM Hedge Fund Activity: Q3 2023 in Review

52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2023, worth a combined $125M — up 12% from $112M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GRPM positions and 2 closed out — a net gain of 5 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Courage Miller Partners, exiting entirely with an estimated $1.95M sold.

  • 52 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2023, up from 47 in Q2 2023.
  • Funds reported $125M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2023, up 12% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2023 was Morgan Stanley, an estimated $10.9M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2023 was Courage Miller Partners, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2023.