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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
CIAS
76
Capital Investment Advisory Services
North Carolina
$77.4K +$119 +1 +0.1%
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$75.5K +$12.2K +103 +18%
GRP
78
Global Retirement Partners
California
$67.2K +$46K +388 +187%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$66.8K +$4.5K +38 +7%
WWMSC
80
Wagner Wealth Management (South Carolina)
South Carolina
$61.8K
PA
81
PSI Advisors
Florida
$48.6K -$5.33K -45 -9%
IA
82
IFP Advisors
Florida
$42.9K
AWM
83
AE Wealth Management
Kansas
$36.4K +$38.3K +323 New
SWM
84
Spire Wealth Management
Virginia
$27.1K +$2.02K +17 +8%
NA
85
NewEdge Advisors
Louisiana
$26.2K
BFPW
86
BOK Financial Private Wealth
Colorado
$16.5K
AA
87
AlphaMark Advisors
Kentucky
$15K
EPW
88
Endeavor Private Wealth
Kansas
$14.8K +$15.5K +131 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$12K
KFI
90
Key Financial Inc
Pennsylvania
$8.23K
PS
91
Principal Securities
Iowa
$8.12K
CFGS
92
Concourse Financial Group Securities
Alabama
$6.25K +$6.28K +53 New
MSG
93
Main Street Group
Virginia
$2.27K +$119 +1 +5%
SFC
94
SYM Financial Corp
Indiana
$1.24K +$1.3K +11 New
NRWA
95
North Ridge Wealth Advisors
Oregon
$677 +$711 +6 New
CBT
96
Crews Bank & Trust
Florida
$564 +$593 +5 New
Wells Fargo
97
Wells Fargo
California
$18 -$119 -1 Closed
HCA
98
Heck Capital Advisors
Wisconsin
-$8.24M -70,414 Closed
ZIMP
99
Zimmermann Investment Management & Planning
Pennsylvania
-$6.64M -56,707 Closed
LWM
100
Lionsbridge Wealth Management
Florida
-$1.29M -11,022 Closed

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.