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Invesco S&P MidCap 400 GARP ETF
GRPM

45 hedge funds and large institutions have $88.4M invested in Invesco S&P MidCap 400 GARP ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more capital invested

Capital invested by funds: $34.1M → $88.4M (+$54.3M)

32% more funds holding

Funds holding: 34 → 45 (+11)

16.27% more ownership

Funds ownership: 32.86% → 49.14% (+16%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
45
Holders Change
+11
Holders Change %
+32.35%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
12
Reduced
15
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Affinity Wealth Management
Delaware
+$24.6M
2
Morgan Stanley
Morgan Stanley
New York
+$8.88M
3
Ameriprise
Ameriprise
Minnesota
+$1.93M
4
LPL Financial
LPL Financial
California
+$1.77M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.08M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$619K
2
KAS
Kestra Advisory Services
Texas
-$487K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$300K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$100K
5
RJA
Raymond James & Associates
Florida
-$90.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
Affinity Wealth Management
Delaware
$24.7M +$24.6M +295,368 New
Morgan Stanley
2
Morgan Stanley
New York
$10.8M +$8.88M +106,520 +478%
PFO
3
Pathstone Family Office
New Jersey
$10.4M – – –
LPL Financial
4
LPL Financial
California
$8.26M +$1.77M +21,247 +27%
Wells Fargo
5
Wells Fargo
California
$8.19M +$36.7K +440 +0.5%
CPO
6
Cerity Partners OCIO
New York
$2.79M -$43.9K -527 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.59M -$100K -1,205 -4%
UBS Group
8
UBS Group
Switzerland
$2.33M +$90.1K +1,081 +4%
Ameriprise
9
Ameriprise
Minnesota
$1.94M +$1.93M +23,200 New
GA
10
Gateway Advisory
New Jersey
$1.6M -$67.4K -809 -4%
CMP
11
Courage Miller Partners
Virginia
$1.56M +$298K +3,577 +24%
DIP
12
Davis Investment Partners
North Carolina
$1.47M +$1.32M +15,860 New
KAS
13
Kestra Advisory Services
Texas
$1.33M -$487K -5,843 -27%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.3M -$619K -7,428 -32%
Citadel Advisors
15
Citadel Advisors
Florida
$1.09M +$1.08M +12,990 New
Bank of America
16
Bank of America
North Carolina
$1.09M +$131K +1,572 +14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$765K +$22.2K +266 +3%
AWM
18
Axxcess Wealth Management
California
$660K -$36.1K -433 -5%
JCIA
19
Jackson Creek Investment Advisors
Colorado
$639K -$23.8K -286 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$607K -$300K -3,601 -33%
SBL
21
Sargent Bickham Lagudis
Colorado
$581K – – –
CAL
22
Capital Advisors Ltd
Ohio
$412K – – –
WIM
23
Waycross Investment Management
Washington
$371K +$369K +4,428 New
RJT
24
Raymond James Trust
Florida
$346K -$5K -60 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$314K +$186K +2,227 +147%
1
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GRPM Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2022, worth a combined $88.4M — up 159% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GRPM positions and 0 closed out — a net gain of 12 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $24.6M. The largest seller was Susquehanna International Group, cutting an estimated $619K.

  • 45 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2022, up from 34 in Q3 2022.
  • Funds reported $88.4M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2022, up 159% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2022 and 0 closed out, a net change of +12 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2022 was Affinity Wealth Management, an estimated $24.6M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2022 was Susquehanna International Group, an estimated $619K sold.

Based on aggregated 13F filings for Q4 2022.