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Invesco S&P MidCap 400 GARP ETF

81 hedge funds and large institutions have $255M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

29% more capital invested

Capital invested by funds: $197M → $255M (+$58M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2.65% more ownership

Funds ownership: 45.73%48.38% (+2.6%)

3% more funds holding

Funds holding: 7981 (+2)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
45
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.02M +$1.28M +11,029 +177%
Goldman Sachs
27
Goldman Sachs
New York
$1.96M +$775K +6,703 +67%
CIA
28
Concurrent Investment Advisors
Florida
$1.8M +$258K +2,228 +17%
DIP
29
Davis Investment Partners
North Carolina
$1.74M -$925 -8 -0.1%
SPC
30
Sigma Planning Corp
Michigan
$1.61M +$782K +6,763 +97%
HI
31
Harbour Investments
Wisconsin
$1.58M +$1.47M +12,726 +1,666%
LWM
32
Lionsbridge Wealth Management
Florida
$1.29M +$1.27M +11,022 New
FAIM
33
Financial Advocates Investment Management
Washington
$1.25M +$1.23M +10,653 New
AFO
34
Arrowroot Family Office
California
$1.22M +$347 +3 +0%
RWA
35
Redhawk Wealth Advisors
Minnesota
$1.03M +$452K +3,912 +81%
MWM
36
Modern Wealth Management
Kansas
$985K +$973K +8,413 New
Citadel Advisors
37
Citadel Advisors
Florida
$787K +$777K +6,722 New
AAS
38
Avantax Advisory Services
Texas
$628K +$108K +931 +21%
Lido Advisors
39
Lido Advisors
California
$618K +$2.2K +19 +0.4%
TCM
40
Tandem Capital Management
New Jersey
$567K
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$527K +$30.6K +265 +6%
RJA
42
Raymond James & Associates
Florida
$502K +$249K +2,155 +101%
AWM
43
Axxcess Wealth Management
California
$445K -$10.1K -87 -2%
RJT
44
Raymond James Trust
Florida
$443K -$4.86K -42 -1%
WIM
45
Waycross Investment Management
Washington
$428K -$31.1K -269 -7%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$389K +$11K +95 +3%
IPWA
47
International Private Wealth Advisors
California
$382K -$20.1K -174 -5%
BCA
48
Bay Colony Advisors
Massachusetts
$371K +$133K +1,150 +57%
MCM
49
Mainstay Capital Management
Michigan
$354K
FIA
50
Foundations Investment Advisors
Arizona
$293K +$76.5K +662 +36%

GRPM Hedge Fund Activity: Q3 2024 in Review

81 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2024, worth a combined $255M — up 29% from $197M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GRPM positions and 8 closed out — a net gain of 2 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $8.14M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.81M sold.

  • 81 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2024, up from 79 in Q2 2024.
  • Funds reported $255M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2024 and 8 closed out, a net change of +2 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2024 was Heck Capital Advisors, an estimated $8.14M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2024 was Susquehanna International Group, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2024.