We are live on ! Find out more
GRPM icon

Invesco S&P MidCap 400 GARP ETF
GRPM

48 hedge funds and large institutions have $98.6M invested in Invesco S&P MidCap 400 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $88.4M → $98.6M (+$10.2M)

7% more funds holding

Funds holding: 45 → 48 (+3)

3.25% more ownership

Funds ownership: 49.14% → 52.39% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
14
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$20.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.69M
3
Truist Financial
Truist Financial
North Carolina
+$1.53M
4
LPL Financial
LPL Financial
California
+$1.45M
5
Morgan Stanley
Morgan Stanley
New York
+$1.44M

Top Sellers

1
AWM
Affinity Wealth Management
Delaware
-$7.61M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
3
Wells Fargo
Wells Fargo
California
-$1.02M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$376K
5
Stifel Financial
Stifel Financial
Missouri
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$22.1M +$20.5M +230,435 +993%
AWM
2
Affinity Wealth Management
Delaware
$18.2M -$7.61M -85,651 -29%
Morgan Stanley
3
Morgan Stanley
New York
$12.6M +$1.44M +16,253 +13%
LPL Financial
4
LPL Financial
California
$10M +$1.45M +16,346 +17%
Wells Fargo
5
Wells Fargo
California
$7.51M -$1.02M -11,465 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.03M +$1.37M +15,396 +50%
UBS Group
7
UBS Group
Switzerland
$2.31M -$114K -1,287 -5%
AFO
8
Arrowroot Family Office
California
$2.01M +$2.05M +23,054 New
GA
9
Gateway Advisory
New Jersey
$1.82M +$164K +1,845 +10%
CMP
10
Courage Miller Partners
Virginia
$1.74M +$124K +1,396 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.66M +$1.69M +19,081 New
Truist Financial
12
Truist Financial
North Carolina
$1.5M +$1.53M +17,204 New
DIP
13
Davis Investment Partners
North Carolina
$1.36M -$5.24K -59 -0.4%
KAS
14
Kestra Advisory Services
Texas
$1.27M -$110K -1,236 -8%
FTUS
15
Flow Traders U.S.
New York
$1.1M +$1.12M +12,602 New
Bank of America
16
Bank of America
North Carolina
$1.07M -$60.4K -680 -5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$977K -$376K -4,235 -27%
LIM
18
Leavell Investment Management
Alabama
$713K +$728K +8,200 New
AWM
19
Axxcess Wealth Management
California
$683K -$2.75K -31 -0.4%
JCIA
20
Jackson Creek Investment Advisors
Colorado
$655K -$10K -113 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$549K -$83.6K -942 -13%
Lido Advisors
22
Lido Advisors
California
$513K +$523K +5,893 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$491K +$187K +2,107 +60%
Osaic Holdings
24
Osaic Holdings
Arizona
$473K +$150K +1,689 +45%
WIM
25
Waycross Investment Management
Washington
$385K – – –
1
2 3

GRPM Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q1 2023, worth a combined $98.6M — up 12% from $88.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GRPM positions and 7 closed out — a net gain of 5 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $20.5M. The largest seller was Affinity Wealth Management, cutting an estimated $7.61M.

  • 48 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $98.6M of Invesco S&P MidCap 400 GARP ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q1 2023 and 7 closed out, a net change of +5 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q1 2023 was Ameriprise, an estimated $20.5M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q1 2023 was Affinity Wealth Management, an estimated $7.61M sold.

Based on aggregated 13F filings for Q1 2023.