We are live on ! Find out more
GRPM icon

Invesco S&P MidCap 400 GARP ETF
GRPM

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: 59 → 71 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
+$6.13M
2
LPL Financial
LPL Financial
California
+$3.6M
3
WIP
WealthCare Investment Partners
Rhode Island
+$2.01M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
+$1.65M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$34.5M
2
Bank of America
Bank of America
North Carolina
-$2.67M
3
GS
GTS Securities
New York
-$1.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$571K
5
Wells Fargo
Wells Fargo
California
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
HG
51
Harbor Group
New Hampshire
$234K +$205K +1,942 New
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$227K +$200K +1,891 New
CBFP
53
Cedar Brook Financial Partners
Ohio
$222K +$195K +1,842 New
PAG
54
Private Advisor Group
New Jersey
$209K +$184K +1,738 New
Jones Financial Companies
55
Jones Financial Companies
Missouri
$176K +$155K +1,462 New
HNB
56
Huntington National Bank
Ohio
$163K – – –
US Bancorp
57
US Bancorp
Minnesota
$108K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$94K – – –
HI
59
Harbour Investments
Wisconsin
$92K – – –
CIAS
60
Capital Investment Advisory Services
North Carolina
$80.1K +$106 +1 +0.2%
CFD
61
Creative Financial Designs
Indiana
$70.7K – – –
AWM
62
Aspire Wealth Management
Massachusetts
$64.1K -$317 -3 -0.6%
IA
63
IFP Advisors
Florida
$43.3K +$38.1K +360 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$32.4K – – –
CIA
65
Cape Investment Advisory
Georgia
$31.8K – – –
NA
66
NewEdge Advisors
Louisiana
$27.9K -$10.6K -100 -30%
GRP
67
Global Retirement Partners
California
$27.5K -$87.5K -827 -78%
PA
68
PSI Advisors
Florida
$24.7K – – –
BFPW
69
BOK Financial Private Wealth
Colorado
$17.6K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$12.1K +$10.6K +100 New
KFI
71
Key Financial Inc
Pennsylvania
$8.78K – – –
PS
72
Principal Securities
Iowa
$6.13K – – –
GS
73
GTS Securities
New York
– -$1.19M -12,045 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$571K -5,799 Closed
EPW
75
Evergreen Private Wealth
Colorado
– -$15.7K -160 Closed
1 2
3

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.