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Invesco S&P MidCap 400 GARP ETF

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: 13 (+2)

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

19% more funds holding

Funds holding: 8196 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Sagespring Wealth Partners
Tennessee
$590K +$620K +5,230 New
NP
52
Nilsine Partners
Colorado
$560K +$588K +4,964 New
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$555K +$711 +6 +0.1%
TCM
54
Tandem Capital Management
New Jersey
$546K
IPWA
55
International Private Wealth Advisors
California
$525K +$164K +1,388 +43%
PA
56
PFG Advisors
Arizona
$489K +$234K +1,972 +83%
Mariner
57
Mariner
Kansas
$416K +$199K +1,679 +83%
Lido Advisors
58
Lido Advisors
California
$409K -$196K -1,653 -31%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$379K +$362K +3,052 +985%
BCA
60
Bay Colony Advisors
Massachusetts
$361K +$3.56K +30 +0.9%
MCM
61
Mainstay Capital Management
Michigan
$340K -$1.3K -11 -0.4%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$294K -$84.1K -710 -21%
FIA
63
Foundations Investment Advisors
Arizona
$281K -$1.07K -9 -0.4%
SEIA
64
Signature Estate & Investment Advisors
California
$275K +$1.78K +15 +0.6%
GIA
65
Gladstone Institutional Advisory
Florida
$272K
CGA
66
Crescent Grove Advisors
Illinois
$259K
CFD
67
Creative Financial Designs
Indiana
$255K +$114K +962 +74%
EFG
68
Embree Financial Group
Illinois
$253K +$266K +2,247 New
TC
69
TownSquare Capital
Utah
$247K -$7.47K -63 -3%
CAL
70
Capital Advisors Ltd
Ohio
$245K +$237 +2 +0.1%
CMP
71
Courage Miller Partners
Virginia
$224K
CCC
72
Compass Capital Corp
Massachusetts
$220K +$220K +1,857 New
HG
73
Harbor Group
New Hampshire
$201K +$474 +4 +0.2%
MWA
74
Medallion Wealth Advisors
Connecticut
$105K +$119K +1,000 New
US Bancorp
75
US Bancorp
Minnesota
$84.5K

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.