GRPM icon

Invesco S&P MidCap 400 GARP ETF
GRPM

Overview Fund Activity

59 hedge funds and large institutions have $167M invested in Invesco S&P MidCap 400 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
15
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$10M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.01M
4
Bank of America
4
Bank of America
North Carolina
$4.88M
5
KPWS
5
Kestra Private Wealth Services
Texas
$2.98M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.87M
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$571K
4
LIM
4
Leavell Investment Management
Alabama
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
JCIA
26
Jackson Creek Investment Advisors
Colorado
$740K 7,525 -63 -0.8%
FTS
27
Fifth Third Securities
Ohio
$668K 6,786 +6,786 New
Citadel Advisors
28
Citadel Advisors
Florida
$571K 5,799 -9,453 -62%
Lido Advisors
29
Lido Advisors
California
$564K 5,728 -165 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$506K 5,138 -66 -1%
AWM
31
Axxcess Wealth Management
California
$477K 4,847 -2,578 -35%
Jane Street
32
Jane Street
New York
$406K 4,129 +4,129 New
WIM
33
Waycross Investment Management
Washington
$397K 4,032 -66 -2%
RJT
34
Raymond James Trust
Florida
$385K 3,911 -50 -1%
IPWA
35
International Private Wealth Advisors
California
$359K 3,644 +3,644 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$345K 3,503 +3,503 New
AWA
37
Arkadios Wealth Advisors
Georgia
$339K 3,443 +3,443 New
CAL
38
Capital Advisors Ltd
Ohio
$316K 3,216 – –
RJA
39
Raymond James & Associates
Florida
$302K 3,071 -446 -13%
GIA
40
Gladstone Institutional Advisory
Florida
$271K 2,750 – –
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$227K 2,305 -227 -9%
SFG
42
StrategIQ Financial Group
Indiana
$216K 2,192 +2,192 New
RIA
43
Regal Investment Advisors
Michigan
$207K 2,102 +2,102 New
HNB
44
Huntington National Bank
Ohio
– – – –
GRP
45
Global Retirement Partners
California
$101K 1,056 -297 -22%
US Bancorp
46
US Bancorp
Minnesota
$88.3K 897 – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$77K 783 – –
HI
48
Harbour Investments
Wisconsin
$75.2K 764 +64 +9%
CIAS
49
Capital Investment Advisory Services
North Carolina
$65.5K 665 – –
CFD
50
Creative Financial Designs
Indiana
$57.9K 588 -1,664 -74%
1
2
3