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Invesco S&P MidCap 400 GARP ETF

71 hedge funds and large institutions have $185M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

20% more funds holding

Funds holding: 5971 (+12)

11% more capital invested

Capital invested by funds: $167M → $185M (+$17.6M)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

15.35% less ownership

Funds ownership: 63.19%47.84% (-15%)

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$895K +$350K +3,309 +80%
EFG
27
Ethos Financial Group
Pennsylvania
$888K -$60.9K -576 -7%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$793K +$1.65M +15,635 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$746K +$113K +1,067 +21%
SPC
30
Sigma Planning Corp
Michigan
$737K +$648K +6,125 New
JCIA
31
Jackson Creek Investment Advisors
Colorado
$736K -$148K -1,403 -19%
TFS
32
Thoroughbred Financial Services
Tennessee
$680K +$598K +5,654 New
Lido Advisors
33
Lido Advisors
California
$633K -$49.2K -465 -8%
CAN
34
Cetera Advisor Networks
California
$547K +$481K +4,547 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$515K +$82.7K +782 +22%
AWM
36
Axxcess Wealth Management
California
$489K -$82.6K -781 -16%
WIM
37
Waycross Investment Management
Washington
$484K -$952 -9 -0.2%
RJT
38
Raymond James Trust
Florida
$465K -$4.44K -42 -1%
IPWA
39
International Private Wealth Advisors
California
$431K -$6.35K -60 -2%
AWA
40
Arkadios Wealth Advisors
Georgia
$346K -$59.7K -564 -16%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$334K +$49.8K +471 +20%
GIA
42
Gladstone Institutional Advisory
Florida
$331K
SP
43
Sequent Planning
Nebraska
$328K +$288K +2,727 New
CAL
44
Capital Advisors Ltd
Ohio
$313K -$64.6K -611 -19%
MML Investors Services
45
MML Investors Services
Massachusetts
$294K +$259K +2,445 New
CGA
46
Crescent Grove Advisors
Illinois
$277K +$243K +2,300 New
MCM
47
Mainstay Capital Management
Michigan
$273K +$240K +2,272 New
RIA
48
Regal Investment Advisors
Michigan
$259K +$5.08K +48 +2%
RJA
49
Raymond James & Associates
Florida
$257K -$98.8K -934 -30%
CMP
50
Courage Miller Partners
Virginia
$239K +$210K +1,983 New

GRPM Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q1 2024, worth a combined $185M — up 11% from $167M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GRPM positions and 3 closed out — a net gain of 14 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $6.13M. The largest seller was Morgan Stanley, cutting an estimated $34.5M.

  • 71 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $185M of Invesco S&P MidCap 400 GARP ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q1 2024 and 3 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q1 2024 was Redhawk Wealth Advisors, an estimated $6.13M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q1 2024 was Morgan Stanley, an estimated $34.5M sold.

Based on aggregated 13F filings for Q1 2024.