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Invesco S&P MidCap 400 GARP ETF

39 hedge funds and large institutions have $44.8M invested in Invesco S&P MidCap 400 GARP ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 3939 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.32% less ownership

Funds ownership: 34.13%33.81% (-0.32%)

2% less capital invested

Capital invested by funds: $45.9M → $44.8M (-$1M)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.34M +$1.72M +18,868 +23%
LPL Financial
2
LPL Financial
California
$5.77M -$1.09M -11,889 -16%
GA
3
Gateway Advisory
New Jersey
$5.05M -$39.3K -430 -0.8%
CPO
4
Cerity Partners OCIO
New York
$3.35M -$26.3K -288 -0.8%
UBS Group
5
UBS Group
Switzerland
$2.9M -$360K -3,940 -11%
Morgan Stanley
6
Morgan Stanley
New York
$2.23M +$67.4K +737 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.17M +$110K +1,201 +5%
Stifel Financial
8
Stifel Financial
Missouri
$2.11M -$3.29K -36 -0.2%
RJA
9
Raymond James & Associates
Florida
$1.4M -$524K -5,737 -27%
CMP
10
Courage Miller Partners
Virginia
$1.21M +$106K +1,163 +10%
Bank of America
11
Bank of America
North Carolina
$1.1M +$44.5K +487 +4%
AWM
12
Axxcess Wealth Management
California
$833K -$15.1K -165 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$820K +$8.96K +98 +1%
SBL
14
Sargent Bickham Lagudis
Colorado
$639K -$13.6K -149 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$612K +$607K +6,639 New
JCIA
16
Jackson Creek Investment Advisors
Colorado
$597K +$593K +6,486 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$594K -$14.3K -156 -2%
PMG
18
ProVise Management Group
Florida
$589K -$18.1K -198 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$519K +$189K +2,068 +58%
CAN
20
Cetera Advisor Networks
California
$471K -$29.5K -323 -6%
RJT
21
Raymond James Trust
Florida
$403K
CAL
22
Capital Advisors Ltd
Ohio
$396K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$384K +$31.3K +343 +9%
AWA
24
Arkadios Wealth Advisors
Georgia
$251K +$18.9K +207 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$246K -$1.83K -20 -0.8%

GRPM Hedge Fund Activity: Q1 2022 in Review

39 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q1 2022, worth a combined $44.8M — down 2.2% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GRPM positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.72M. The largest seller was LPL Financial, cutting an estimated $1.09M.

  • 39 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $44.8M of Invesco S&P MidCap 400 GARP ETF stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 6 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q1 2022 and 5 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q1 2022 was Wells Fargo, an estimated $1.72M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q1 2022 was LPL Financial, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2022.