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Invesco S&P MidCap 400 GARP ETF

32 hedge funds and large institutions have $38.7M invested in Invesco S&P MidCap 400 GARP ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $27.3M → $38.7M (+$11.4M)

28% more funds holding

Funds holding: 2532 (+7)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5.03% more ownership

Funds ownership: 31.5%36.52% (+5%)

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.92M +$3.52M +41,723 +310%
GA
2
Gateway Advisory
New Jersey
$4.58M -$53.1K -629 -1%
Wells Fargo
3
Wells Fargo
California
$3.34M +$2.92M +34,579 +1,183%
CPO
4
Cerity Partners OCIO
New York
$3.29M -$11.1K -131 -0.4%
UBS Group
5
UBS Group
Switzerland
$3.27M +$147K +1,739 +5%
Morgan Stanley
6
Morgan Stanley
New York
$2.6M +$623K +7,374 +34%
IA
7
IFP Advisors
Florida
$2.58M -$889K -10,534 -27%
Stifel Financial
8
Stifel Financial
Missouri
$2.09M -$276K -3,270 -12%
RJA
9
Raymond James & Associates
Florida
$2.02M +$18.5K +219 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.48M +$1.19M +14,140 +579%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.45M +$218K +2,587 +19%
Citadel Advisors
12
Citadel Advisors
Florida
$1.18M -$93.9K -1,112 -8%
Bank of America
13
Bank of America
North Carolina
$1.15M -$19.1K -226 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$724K -$18.1K -214 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$665K +$106K +1,250 +20%
SBL
16
Sargent Bickham Lagudis
Colorado
$632K
CMP
17
Courage Miller Partners
Virginia
$617K +$141K +1,671 +32%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$591K -$834K -9,880 -60%
RJT
19
Raymond James Trust
Florida
$406K -$6.42K -76 -2%
CAL
20
Capital Advisors Ltd
Ohio
$285K +$244K +2,893 +942%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$229K -$721K -8,540 -77%
HighTower Advisors
22
HighTower Advisors
Illinois
$223K +$210K +2,483 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$142K +$338 +4 +0.3%
AWA
24
Arkadios Wealth Advisors
Georgia
$111K +$106K +1,250 New
HI
25
Harbour Investments
Wisconsin
$57K +$54.5K +645 New

GRPM Hedge Fund Activity: Q1 2021 in Review

32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q1 2021, worth a combined $38.7M — up 42% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GRPM positions and 0 closed out — a net gain of 7 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.52M. The largest seller was IFP Advisors, cutting an estimated $889K.

  • 32 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q1 2021, up from 25 in Q4 2020.
  • Funds reported $38.7M of Invesco S&P MidCap 400 GARP ETF stock for Q1 2021, up 42% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q1 2021 and 0 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q1 2021 was LPL Financial, an estimated $3.52M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q1 2021 was IFP Advisors, an estimated $889K sold.

Based on aggregated 13F filings for Q1 2021.