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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
CAL
51
Capital Advisors Ltd
Ohio
$249K -$50.2K -433 -17%
RJA
52
Raymond James & Associates
Florida
$244K -$116 -1 -0%
PWP
53
Principle Wealth Partners
Connecticut
$241K +$244K +2,105 New
SEIA
54
Signature Estate & Investment Advisors
California
$239K +$242K +2,088 New
BCA
55
Bay Colony Advisors
Massachusetts
$231K +$235K +2,023 New
CMP
56
Courage Miller Partners
Virginia
$227K – – –
RIA
57
Regal Investment Advisors
Michigan
$222K -$24.4K -210 -10%
LNWWM
58
Laird Norton Wetherby Wealth Management
California
$216K – – –
FIA
59
Foundations Investment Advisors
Arizona
$211K +$214K +1,842 New
HG
60
Harbor Group
New Hampshire
$203K -$19.7K -170 -9%
HNB
61
Huntington National Bank
Ohio
$155K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$90K – – –
HI
63
Harbour Investments
Wisconsin
$87.5K – – –
US Bancorp
64
US Bancorp
Minnesota
$85.7K -$17.2K -148 -16%
CIAS
65
Capital Investment Advisory Services
North Carolina
$78.4K +$2.2K +19 +3%
CFD
66
Creative Financial Designs
Indiana
$67.3K – – –
PA
67
PSI Advisors
Florida
$63.3K +$40.5K +349 +170%
WWMSC
68
Wagner Wealth Management (South Carolina)
South Carolina
$62.7K +$63.5K +548 New
AWM
69
Aspire Wealth Management
Massachusetts
$61K – – –
IA
70
IFP Advisors
Florida
$41.2K – – –
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$36.2K +$24.4K +210 +210%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$30.8K – – –
NA
73
NewEdge Advisors
Louisiana
$26.5K – – –
GRP
74
Global Retirement Partners
California
$23.7K -$2.55K -22 -10%
BFPW
75
BOK Financial Private Wealth
Colorado
$16.7K – – –
1 2
3
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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.