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Invesco S&P MidCap 400 GARP ETF
GRPM

79 hedge funds and large institutions have $197M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

11% more funds holding

Funds holding: 71 → 79 (+8)

7% more capital invested

Capital invested by funds: $185M → $197M (+$12.1M)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

2.1% less ownership

Funds ownership: 47.84% → 45.73% (-2.1%)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
26
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.06M
2
Osaic Holdings
Osaic Holdings
Arizona
+$6.91M
3
Morgan Stanley
Morgan Stanley
New York
+$5.78M
4
LPL Financial
LPL Financial
California
+$3.8M
5
PAG
Private Advisor Group
New Jersey
+$2.67M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$6.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.04M
4
FTS
Fifth Third Securities
Ohio
-$974K
5
EFG
Ethos Financial Group
Pennsylvania
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
26
Fulcrum Equity Management
Texas
$1.2M +$1.22M +10,506 New
AFO
27
Arrowroot Family Office
California
$1.19M +$348 +3 +0%
Goldman Sachs
28
Goldman Sachs
New York
$1.14M -$11.6K -100 -1%
6F
29
626 Financial
Michigan
$982K +$995K +8,579 New
SPC
30
Sigma Planning Corp
Michigan
$797K +$97.9K +844 +14%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$714K +$3.71K +32 +0.5%
Lido Advisors
32
Lido Advisors
California
$602K – – –
JCIA
33
Jackson Creek Investment Advisors
Colorado
$590K -$112K -962 -16%
RWA
34
Redhawk Wealth Advisors
Minnesota
$556K -$6.16M -53,095 -92%
TCM
35
Tandem Capital Management
New Jersey
$544K +$561K +4,840 New
Jane Street
36
Jane Street
New York
$511K -$344K -2,968 -40%
AAS
37
Avantax Advisory Services
Texas
$507K +$514K +4,430 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$485K -$5.33K -46 -1%
WIM
39
Waycross Investment Management
Washington
$449K -$11.8K -102 -3%
AWM
40
Axxcess Wealth Management
California
$445K -$20.3K -175 -4%
RJT
41
Raymond James Trust
Florida
$438K -$4.99K -43 -1%
IPWA
42
International Private Wealth Advisors
California
$393K -$16.9K -146 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$369K +$52.2K +450 +16%
PA
44
PFG Advisors
Arizona
$363K +$368K +3,170 New
MCM
45
Mainstay Capital Management
Michigan
$346K +$87.3K +753 +33%
GIA
46
Gladstone Institutional Advisory
Florida
$315K – – –
SP
47
Sequent Planning
Nebraska
$307K -$1.85K -16 -0.6%
LCGC
48
Legacy Capital Group California
California
$280K +$284K +2,450 New
CGA
49
Crescent Grove Advisors
Illinois
$263K – – –
KAS
50
Kestra Advisory Services
Texas
$258K +$261K +2,255 New
1
2
3 4

GRPM Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2024, worth a combined $197M — up 6.5% from $185M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GRPM positions and 6 closed out — a net gain of 9 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $8.06M. The largest seller was Wells Fargo, cutting an estimated $10.1M.

  • 79 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2024, up from 71 in Q1 2024.
  • Funds reported $197M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2024 and 6 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2024 was Bank of America, an estimated $8.06M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2024 was Wells Fargo, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2024.