We are live on ! Find out more
GRPM icon

Invesco S&P MidCap 400 GARP ETF

25 hedge funds and large institutions have $19.1M invested in Invesco S&P MidCap 400 GARP ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $16.4M → $19.1M (+$2.72M)

4.62% less ownership

Funds ownership: 34.74%30.12% (-4.6%)

11% less funds holding

Funds holding: 2825 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$4.28M +$2.63M +49,286 +192%
CPO
2
Cerity Partners OCIO
New York
$2.39M -$40.9K -766 -2%
UBS Group
3
UBS Group
Switzerland
$2.39M -$316K -5,917 -13%
Morgan Stanley
4
Morgan Stanley
New York
$2.37M -$242K -4,521 -10%
LPL Financial
5
LPL Financial
California
$1.51M +$995K +18,610 +249%
Stifel Financial
6
Stifel Financial
Missouri
$1.35M +$17.3K +323 +1%
Bank of America
7
Bank of America
North Carolina
$857K -$181K -3,389 -19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$790K +$87.2K +1,632 +14%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$572K -$220K -4,122 -29%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$508K -$77.1K -1,443 -14%
RJA
11
Raymond James & Associates
Florida
$487K -$233K -4,364 -34%
SBL
12
Sargent Bickham Lagudis
Colorado
$464K -$11K -205 -2%
RJT
13
Raymond James Trust
Florida
$275K -$5.02K -94 -2%
Wells Fargo
14
Wells Fargo
California
$273K -$57.9K -1,084 -19%
CAL
15
Capital Advisors Ltd
Ohio
$185K +$53 +1 +0%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$157K -$1.51M -28,173 -91%
CIAS
17
Capital Investment Advisory Services
North Carolina
$95K +$5.77K +108 +7%
PAG
18
Private Advisor Group
New Jersey
$76K -$196K -3,664 -74%
Osaic Holdings
19
Osaic Holdings
Arizona
$62K -$500K -9,360 -90%
CAN
20
Cetera Advisor Networks
California
$31K +$29K +543 New
AssetMark Inc
21
AssetMark Inc
California
$8K
AF
22
Advisornet Financial
Minnesota
$3K -$254K -4,758 -99%
SPIA
23
Steward Partners Investment Advisory
New York
$3K -$1.34K -25 -33%
EWM
24
Elmwood Wealth Management
California
$1K +$1.23K +23 New
OL
25
Optas LLC
Texas
-$1.05M -23,398 Closed

GRPM Hedge Fund Activity: Q2 2020 in Review

25 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2020, worth a combined $19.1M — up 17% from $16.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GRPM and 2 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was IFP Advisors, adding an estimated $2.63M. The largest seller was Royal Bank of Canada, cutting an estimated $1.51M.

  • 25 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2020, down from 28 in Q1 2020.
  • Funds reported $19.1M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2020, up 17% quarter-over-quarter.
  • 2 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2020 and 5 closed out, a net change of -3 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2020 was IFP Advisors, an estimated $2.63M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2020.