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Invesco S&P MidCap 400 GARP ETF
GRPM

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

34% more capital invested

Capital invested by funds: $125M → $167M (+$42.2M)

13% more funds holding

Funds holding: 52 → 59 (+7)

8.72% more ownership

Funds ownership: 54.47% → 63.19% (+8.7%)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.86%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$45M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.12M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.57M
4
Bank of America
Bank of America
North Carolina
+$3.22M
5
KPWS
Kestra Private Wealth Services
Texas
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$22.3M
2
AWM
Affinity Wealth Management
Delaware
-$20M
3
LIM
Leavell Investment Management
Alabama
-$873K
4
Citadel Advisors
Citadel Advisors
Florida
-$848K
5
Goldman Sachs
Goldman Sachs
New York
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Aspire Wealth Management
Massachusetts
$52.7K +$44.3K +494 +1,176%
NA
52
NewEdge Advisors
Louisiana
$32.7K -$7.63K -85 -20%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$26.5K +$897 +10 +4%
CIA
54
Cape Investment Advisory
Georgia
$26K +$23.8K +265 New
PA
55
PSI Advisors
Florida
$20.1K +$90 +1 +0.5%
EPW
56
Evergreen Private Wealth
Colorado
$15.7K +$14.4K +160 New
BFPW
57
BOK Financial Private Wealth
Colorado
$14.4K -$4.84K -54 -27%
BWM
58
Baystate Wealth Management
Massachusetts
$13.4K – – –
KFI
59
Key Financial Inc
Pennsylvania
$7.18K – – –
PS
60
Principal Securities
Iowa
$5.02K +$4.58K +51 New
AWM
61
Affinity Wealth Management
Delaware
– -$20M -229,502 Closed
LIM
62
Leavell Investment Management
Alabama
– -$873K -10,000 Closed
KAS
63
Kestra Advisory Services
Texas
– -$709K -8,116 Closed
CAN
64
Cetera Advisor Networks
California
– -$343K -3,926 Closed
AFG
65
Atomi Financial Group
New York
– -$336K -3,845 Closed
MML Investors Services
66
MML Investors Services
Massachusetts
– -$224K -2,563 Closed
CA
67
Cetera Advisors
Colorado
– -$217K -2,489 Closed
1 2
3

GRPM Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2023, worth a combined $167M — up 34% from $125M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GRPM positions and 7 closed out — a net gain of 7 holders — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $45M. The largest seller was Ameriprise, cutting an estimated $22.3M.

  • 59 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2023, up from 52 in Q3 2023.
  • Funds reported $167M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 14 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2023 and 7 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2023 was Morgan Stanley, an estimated $45M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2023 was Ameriprise, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2023.