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Invesco S&P MidCap 400 GARP ETF
GRPM

28 hedge funds and large institutions have $16.4M invested in Invesco S&P MidCap 400 GARP ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 31 → 28 (-3)

14.8% less ownership

Funds ownership: 49.54% → 34.74% (-15%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

61% less capital invested

Capital invested by funds: $41.7M → $16.4M (-$25.3M)

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$1.54M
2
Stifel Financial
Stifel Financial
Missouri
+$219K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$173K
4
CIAS
Capital Investment Advisory Services
North Carolina
+$91.5K
5
Bank of America
Bank of America
North Carolina
+$69.3K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.29M
3
CG
Colony Group
Massachusetts
-$1.99M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.8M
5
UBS Group
UBS Group
Switzerland
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.12M -$1.05M -17,510 -27%
Morgan Stanley
2
Morgan Stanley
New York
$2.04M -$8.4M -140,005 -76%
CPO
3
Cerity Partners OCIO
New York
$1.89M -$132K -2,203 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.39M -$2.29M -38,165 -55%
IA
5
IFP Advisors
Florida
$1.18M +$1.54M +25,644 New
OL
6
Optas LLC
Texas
$1.05M – – –
Stifel Financial
7
Stifel Financial
Missouri
$1.04M +$219K +3,652 +19%
Bank of America
8
Bank of America
North Carolina
$817K +$69.3K +1,156 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$629K -$148K -2,461 -15%
RJA
10
Raymond James & Associates
Florida
$574K -$20K -334 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$539K +$173K +2,889 +32%
Osaic Holdings
12
Osaic Holdings
Arizona
$468K +$625K +10,416 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$459K +$17.2K +287 +3%
SBL
14
Sargent Bickham Lagudis
Colorado
$369K -$153K -2,558 -24%
Citadel Advisors
15
Citadel Advisors
Florida
$362K -$1.8M -30,073 -79%
LPL Financial
16
LPL Financial
California
$337K -$669K -11,162 -60%
Wells Fargo
17
Wells Fargo
California
$261K -$91.3K -1,523 -21%
PAG
18
Private Advisor Group
New Jersey
$224K +$47.7K +796 +19%
RJT
19
Raymond James Trust
Florida
$218K -$60K -1,000 -17%
AF
20
Advisornet Financial
Minnesota
$216K -$541K -9,015 -65%
CAL
21
Capital Advisors Ltd
Ohio
$144K -$65.5K -1,092 -25%
CIAS
22
Capital Investment Advisory Services
North Carolina
$69K +$91.5K +1,526 New
KFI
23
Key Financial Inc
Pennsylvania
$22K +$28.7K +479 New
AssetMark Inc
24
AssetMark Inc
California
$6K -$2.52K -42 -23%
WP
25
WealthShield Partners
North Carolina
$4K -$7.5K -125 -56%
1
2

GRPM Hedge Fund Activity: Q1 2020 in Review

28 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q1 2020, worth a combined $16.4M — down 61% from $41.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GRPM and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 6 added.

The largest buyer was IFP Advisors, opening a new position worth an estimated $1.54M. The largest seller was Morgan Stanley, cutting an estimated $8.4M.

  • 28 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q1 2020, down from 31 in Q4 2019.
  • Funds reported $16.4M of Invesco S&P MidCap 400 GARP ETF stock for Q1 2020, down 61% quarter-over-quarter.
  • 5 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q1 2020 and 6 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q1 2020 was IFP Advisors, an estimated $1.54M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q1 2020 was Morgan Stanley, an estimated $8.4M sold.

Based on aggregated 13F filings for Q1 2020.