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Invesco S&P MidCap 400 GARP ETF
GRPM

24 hedge funds and large institutions have $20.6M invested in Invesco S&P MidCap 400 GARP ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $19.1M → $20.6M (+$1.41M)

0.33% less ownership

Funds ownership: 30.12% → 29.79% (-0.33%)

4% less funds holding

Funds holding: 25 → 24 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$3.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$862K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$807K
4
Citadel Advisors
Citadel Advisors
Florida
+$639K
5
Stifel Financial
Stifel Financial
Missouri
+$84.5K

Top Sellers

1
IA
IFP Advisors
Florida
-$2.01M
2
Morgan Stanley
Morgan Stanley
New York
-$1.05M
3
LPL Financial
LPL Financial
California
-$897K
4
UBS Group
UBS Group
Switzerland
-$355K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1
Gateway Advisory
New Jersey
$3.14M +$3.18M +52,377 New
IA
2
IFP Advisors
Florida
$2.51M -$2.01M -33,054 -44%
CPO
3
Cerity Partners OCIO
New York
$2.28M -$196K -3,227 -8%
UBS Group
4
UBS Group
Switzerland
$2.12M -$355K -5,851 -14%
Stifel Financial
5
Stifel Financial
Missouri
$1.48M +$84.5K +1,391 +6%
Morgan Stanley
6
Morgan Stanley
New York
$1.41M -$1.05M -17,266 -42%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$959K +$807K +13,277 +491%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$851K +$862K +14,195 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$833K +$16.1K +265 +2%
Bank of America
10
Bank of America
North Carolina
$829K -$57.3K -944 -6%
LPL Financial
11
LPL Financial
California
$679K -$897K -14,767 -57%
Citadel Advisors
12
Citadel Advisors
Florida
$631K +$639K +10,522 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$526K +$304 +5 +0.1%
RJA
14
Raymond James & Associates
Florida
$505K +$1.76K +29 +0.3%
SBL
15
Sargent Bickham Lagudis
Colorado
$477K -$3.04K -50 -0.6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$380K -$214K -3,524 -36%
RJT
17
Raymond James Trust
Florida
$280K -$5.16K -85 -2%
Wells Fargo
18
Wells Fargo
California
$198K -$86.3K -1,421 -30%
CAL
19
Capital Advisors Ltd
Ohio
$192K +$61 +1 +0%
Osaic Holdings
20
Osaic Holdings
Arizona
$143K +$81.4K +1,340 +127%
CIAS
21
Capital Investment Advisory Services
North Carolina
$95K -$2.67K -44 -3%
AssetMark Inc
22
AssetMark Inc
California
$8K – – –
HNB
23
Huntington National Bank
Ohio
$8K – – –
SPIA
24
Steward Partners Investment Advisory
New York
$3K – – –
EWM
25
Elmwood Wealth Management
California
$1K – – –
1
2

GRPM Hedge Fund Activity: Q3 2020 in Review

24 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2020, worth a combined $20.6M — up 7.4% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GRPM and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 7 added.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $3.18M. The largest seller was IFP Advisors, cutting an estimated $2.01M.

  • 24 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2020, down from 25 in Q2 2020.
  • Funds reported $20.6M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2020, up 7.4% quarter-over-quarter.
  • 3 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2020 and 4 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2020 was Gateway Advisory, an estimated $3.18M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2020 was IFP Advisors, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2020.