Invesco S&P MidCap 400 GARP ETF
GRPM
37 hedge funds and large institutions have $39.2M invested in Invesco S&P MidCap 400 GARP ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 4 closing their positions.
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less funds holding
Funds holding: 38 → 37 (-1)
14.92% less ownership
Funds ownership: 47.2% → 32.28% (-15%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
39% less capital invested
Capital invested by funds: $63.9M → $39.2M (-$24.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.14M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$606K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$265K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$210K |
| 5 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$17M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.79M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.17M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$988K |
GRPM Hedge Fund Activity: Q3 2021 in Review
37 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2021, worth a combined $39.2M — down 39% from $63.9M a quarter earlier.
Fund positioning in GRPM was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.14M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $17M sold.
- 37 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2021, down from 38 in Q2 2021.
- Funds reported $39.2M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2021, down 39% quarter-over-quarter.
- 4 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2021 and 4 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2021 was LPL Financial, an estimated $1.14M added.
- The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2021 was Affinity Wealth Management, an estimated $17M sold.
Based on aggregated 13F filings for Q3 2021.