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Invesco S&P MidCap 400 GARP ETF
GRPM

39 hedge funds and large institutions have $45.9M invested in Invesco S&P MidCap 400 GARP ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $39.2M → $45.9M (+$6.67M)

5% more funds holding

Funds holding: 37 → 39 (+2)

1.85% more ownership

Funds ownership: 32.28% → 34.13% (+1.9%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.82M
2
CAN
Cetera Advisor Networks
California
+$515K
3
LPL Financial
LPL Financial
California
+$467K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$247K
5
Bank of America
Bank of America
North Carolina
+$230K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$597K
2
KAS
Kestra Advisory Services
Texas
-$597K
3
FTUS
Flow Traders U.S.
New York
-$479K
4
Morgan Stanley
Morgan Stanley
New York
-$258K
5
BRWA
B. Riley Wealth Advisors
Florida
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.92M +$3.82M +40,397 +96%
LPL Financial
2
LPL Financial
California
$7.16M +$467K +4,939 +7%
GA
3
Gateway Advisory
New Jersey
$5.3M -$5.39K -57 -0.1%
CPO
4
Cerity Partners OCIO
New York
$3.52M -$16.7K -177 -0.5%
UBS Group
5
UBS Group
Switzerland
$3.4M -$174K -1,840 -5%
Morgan Stanley
6
Morgan Stanley
New York
$2.25M -$258K -2,724 -10%
Stifel Financial
7
Stifel Financial
Missouri
$2.2M +$20.5K +217 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.14M +$247K +2,615 +13%
RJA
9
Raymond James & Associates
Florida
$2.01M -$64.5K -682 -3%
CMP
10
Courage Miller Partners
Virginia
$1.15M +$166K +1,754 +17%
Bank of America
11
Bank of America
North Carolina
$1.1M +$230K +2,436 +27%
AWM
12
Axxcess Wealth Management
California
$883K +$871K +9,205 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$845K +$52.5K +555 +7%
SBL
14
Sargent Bickham Lagudis
Colorado
$680K – – –
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$634K -$1.99K -21 -0.3%
PMG
16
ProVise Management Group
Florida
$632K -$946 -10 -0.2%
CAN
17
Cetera Advisor Networks
California
$522K +$515K +5,439 New
RJT
18
Raymond James Trust
Florida
$420K -$5.2K -55 -1%
CAL
19
Capital Advisors Ltd
Ohio
$413K +$95 +1 +0%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$368K -$111K -1,168 -23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$343K -$37K -391 -10%
Osaic Holdings
22
Osaic Holdings
Arizona
$246K -$8.04K -85 -3%
AWA
23
Arkadios Wealth Advisors
Georgia
$241K +$378 +4 +0.2%
HighTower Advisors
24
HighTower Advisors
Illinois
$227K -$597K -6,312 -72%
HG
25
Harbor Group
New Hampshire
$223K +$568 +6 +0.3%
1
2

GRPM Hedge Fund Activity: Q4 2021 in Review

39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2021, worth a combined $45.9M — up 17% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GRPM positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.82M. The largest seller was HighTower Advisors, cutting an estimated $597K.

  • 39 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $45.9M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2021 and 4 closed out, a net change of +2 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2021 was Wells Fargo, an estimated $3.82M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2021 was HighTower Advisors, an estimated $597K sold.

Based on aggregated 13F filings for Q4 2021.