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Invesco S&P MidCap 400 GARP ETF
GRPM

96 hedge funds and large institutions have $286M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

19% more funds holding

Funds holding: 81 → 96 (+15)

12% more capital invested

Capital invested by funds: $255M → $286M (+$31.3M)

1.95% more ownership

Funds ownership: 48.38% → 50.33% (+2%)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
26
Increased
42
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$7.38M
2
Creative Planning
Creative Planning
Kansas
+$6.42M
3
Bank of America
Bank of America
North Carolina
+$5.79M
4
AIP
Ameritas Investment Partners
Nebraska
+$4.5M
5
MNA
Manning & Napier Advisors
New York
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
HCA
Heck Capital Advisors
Wisconsin
-$8.24M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$6.64M
3
LWM
Lionsbridge Wealth Management
Florida
-$1.29M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.16M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$2.82M +$1.96M +16,559 +197%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.44M +$460K +3,879 +22%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.37M +$448K +3,779 +22%
CWM
29
Cornerstone Wealth Management
Missouri
$2.25M +$123K +1,038 +5%
SPC
30
Sigma Planning Corp
Michigan
$2.16M +$647K +5,459 +40%
Citadel Advisors
31
Citadel Advisors
Florida
$1.85M +$1.15M +9,713 +144%
Truist Financial
32
Truist Financial
North Carolina
$1.84M -$196K -1,650 -9%
FF
33
Fortitude Financial
Washington
$1.74M +$1.83M +15,459 New
CIA
34
Concurrent Investment Advisors
Florida
$1.7M -$29.3K -247 -2%
DIP
35
Davis Investment Partners
North Carolina
$1.7M -$2.73K -23 -0.2%
HI
36
Harbour Investments
Wisconsin
$1.62M +$103K +869 +6%
FTUS
37
Flow Traders U.S.
New York
$1.33M +$1.4M +11,781 New
IAA
38
Independent Advisor Alliance
North Carolina
$1.18M +$1.24M +10,450 New
AFO
39
Arrowroot Family Office
California
$1.17M +$1.54K +13 +0.1%
Goldman Sachs
40
Goldman Sachs
New York
$1.13M -$794K -6,703 -40%
RWA
41
Redhawk Wealth Advisors
Minnesota
$1.08M +$96.2K +812 +9%
FAIM
42
Financial Advocates Investment Management
Washington
$1.02M -$188K -1,589 -15%
SF
43
Seros Financial
Arizona
$976K +$1.01M +8,528 New
OC
44
Oppenheimer & Co
New York
$950K +$999K +8,428 New
AWM
45
Axxcess Wealth Management
California
$869K +$462K +3,899 +102%
MML Investors Services
46
MML Investors Services
Massachusetts
$868K -$1.16M -9,798 -56%
AAS
47
Avantax Advisory Services
Texas
$760K +$164K +1,380 +26%
Jane Street
48
Jane Street
New York
$750K +$789K +6,656 New
IA
49
Integrity Alliance
Iowa
$686K +$721K +6,087 New
KAS
50
Kestra Advisory Services
Texas
$591K +$326K +2,753 +111%
1
2
3 4 5

GRPM Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2024, worth a combined $286M — up 12% from $255M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new GRPM positions and 6 closed out — a net gain of 20 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $7.38M. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $8.24M sold.

  • 96 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2024, up from 81 in Q3 2024.
  • Funds reported $286M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 26 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2024 and 6 closed out, a net change of +20 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2024 was Merit Financial Group, an estimated $7.38M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2024 was Heck Capital Advisors, an estimated $8.24M sold.

Based on aggregated 13F filings for Q4 2024.