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Invesco S&P MidCap 400 GARP ETF
GRPM

38 hedge funds and large institutions have $63.9M invested in Invesco S&P MidCap 400 GARP ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

65% more capital invested

Capital invested by funds: $38.7M → $63.9M (+$25.2M)

19% more funds holding

Funds holding: 32 → 38 (+6)

10.68% more ownership

Funds ownership: 36.52% → 47.2% (+11%)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Affinity Wealth Management
Delaware
+$17.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.61M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.6M
4
FTUS
Flow Traders U.S.
New York
+$1.28M
5
PMG
ProVise Management Group
Florida
+$725K

Top Sellers

1
IA
IFP Advisors
Florida
-$2.68M
2
Citadel Advisors
Citadel Advisors
Florida
-$225K
3
Morgan Stanley
Morgan Stanley
New York
-$186K
4
Osaic Holdings
Osaic Holdings
Arizona
-$99.7K
5
Bank of America
Bank of America
North Carolina
-$92.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
Affinity Wealth Management
Delaware
$17M +$17.4M +188,093 New
LPL Financial
2
LPL Financial
California
$5.25M +$183K +1,985 +4%
GA
3
Gateway Advisory
New Jersey
$4.96M +$240K +2,602 +5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.27M +$3.61M +39,061 +523%
UBS Group
5
UBS Group
Switzerland
$3.89M +$524K +5,672 +15%
Wells Fargo
6
Wells Fargo
California
$3.83M +$387K +4,191 +11%
CPO
7
Cerity Partners OCIO
New York
$3.39M -$6.93K -75 -0.2%
Morgan Stanley
8
Morgan Stanley
New York
$2.49M -$186K -2,014 -7%
RJA
9
Raymond James & Associates
Florida
$2.48M +$401K +4,335 +19%
Stifel Financial
10
Stifel Financial
Missouri
$2.14M -$12.3K -133 -0.6%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.82M +$1.6M +17,334 +698%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.54M +$51K +552 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.42M -$99.7K -1,079 -7%
FTUS
14
Flow Traders U.S.
New York
$1.27M +$1.28M +13,873 New
Bank of America
15
Bank of America
North Carolina
$1.09M -$92.5K -1,001 -8%
Citadel Advisors
16
Citadel Advisors
Florida
$988K -$225K -2,433 -18%
CMP
17
Courage Miller Partners
Virginia
$757K +$122K +1,318 +19%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$747K +$1.02K +11 +0.1%
PMG
19
ProVise Management Group
Florida
$720K +$725K +7,846 New
SBL
20
Sargent Bickham Lagudis
Colorado
$651K – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$609K -$277 -3 -0%
RJT
22
Raymond James Trust
Florida
$413K -$6.1K -66 -1%
CAL
23
Capital Advisors Ltd
Ohio
$395K +$102K +1,100 +34%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$389K +$154K +1,670 +65%
AWA
25
Arkadios Wealth Advisors
Georgia
$298K +$185K +2,006 +160%
1
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GRPM Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2021, worth a combined $63.9M — up 65% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GRPM positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $17.4M. The largest seller was IFP Advisors, exiting entirely with an estimated $2.68M sold.

  • 38 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2021, up from 32 in Q1 2021.
  • Funds reported $63.9M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2021, up 65% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2021 and 2 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2021 was Affinity Wealth Management, an estimated $17.4M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2021 was IFP Advisors, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2021.