We are live on ! Find out more
GRPM icon

Invesco S&P MidCap 400 GARP ETF

31 hedge funds and large institutions have $52.7M invested in Invesco S&P MidCap 400 GARP ETF in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7,558% more capital invested

Capital invested by funds: $688K → $52.7M (+$52M)

3,000% more funds holding

Funds holding: 131 (+30)

50.5% more ownership

Funds ownership: 0.62%51.13% (+51%)

Holders
31
Holders Change
+30
Holders Change %
+3,000%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Harvest Capital Management
New Hampshire
$16.6M +$16.3M +250,120 New
Morgan Stanley
2
Morgan Stanley
New York
$13.8M +$13.6M +208,125 New
UBS Group
3
UBS Group
Switzerland
$4.49M +$4.41M +67,541 New
CPO
4
Cerity Partners OCIO
New York
$3.38M +$3.32M +50,778 New
Bank of America
5
Bank of America
North Carolina
$2.77M +$2.72M +41,629 New
LPL Financial
6
LPL Financial
California
$1.82M +$1.79M +27,389 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.41M +$1.38M +21,197 New
Wells Fargo
8
Wells Fargo
California
$1.2M +$1.18M +18,093 New
RJA
9
Raymond James & Associates
Florida
$948K +$931K +14,259 New
IAA
10
Ironsides Asset Advisors
North Carolina
$811K +$797K +12,195 New
SBL
11
Sargent Bickham Lagudis
Colorado
$725K
JP Morgan Chase
12
JP Morgan Chase
New York
$506K +$497K +7,610 New
MML Investors Services
13
MML Investors Services
Massachusetts
$504K +$495K +7,583 New
RJT
14
Raymond James Trust
Florida
$417K +$409K +6,268 New
AG
15
Advisor Group
Arizona
$414K +$407K +6,228 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$400K +$393K +6,017 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$383K +$377K +5,766 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$374K +$367K +5,622 New
Jane Street
19
Jane Street
New York
$361K +$355K +5,431 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$274K +$270K +4,126 New
Stifel Financial
21
Stifel Financial
Missouri
$270K +$263K +4,033 New
CT
22
Cambridge Trust
Massachusetts
$268K +$263K +4,025 New
WA
23
Waverly Advisors
Alabama
$233K +$229K +3,500 New
RCA
24
Rowland Carmichael Advisors
Arizona
$75K +$73.5K +1,125 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$61K +$60.1K +920 New

GRPM Hedge Fund Activity: Q2 2018 in Review

31 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2018, worth a combined $52.7M — up 7,558% from $688K a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new GRPM positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Harvest Capital Management, opening a new position worth an estimated $16.3M.

  • 31 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2018, up from 1 in Q1 2018.
  • Funds reported $52.7M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2018, up 7,558% quarter-over-quarter.
  • 30 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2018 and 0 closed out, a net change of +30 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2018 was Harvest Capital Management, an estimated $16.3M added.

Based on aggregated 13F filings for Q2 2018.