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Invesco S&P MidCap 400 GARP ETF
GRPM

52 hedge funds and large institutions have $125M invested in Invesco S&P MidCap 400 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $112M → $125M (+$13.4M)

11% more funds holding

Funds holding: 47 → 52 (+5)

2.49% more ownership

Funds ownership: 51.98% → 54.47% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
21
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.9M
2
Ameriprise
Ameriprise
Minnesota
+$1.87M
3
Goldman Sachs
Goldman Sachs
New York
+$1.66M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M

Top Sellers

1
CMP
Courage Miller Partners
Virginia
-$1.95M
2
KAS
Kestra Advisory Services
Texas
-$970K
3
AFO
Arrowroot Family Office
California
-$582K
4
GS
GTS Securities
New York
-$489K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$27.8M +$1.87M +20,539 +7%
Morgan Stanley
2
Morgan Stanley
New York
$24.5M +$10.9M +119,250 +74%
AWM
3
Affinity Wealth Management
Delaware
$20M +$851K +9,328 +4%
LPL Financial
4
LPL Financial
California
$7.75M +$662K +7,251 +9%
Wells Fargo
5
Wells Fargo
California
$7.38M -$205K -2,248 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.64M -$89.1K -976 -2%
Cerity Partners
7
Cerity Partners
New York
$2.84M -$2.65K -29 -0.1%
UBS Group
8
UBS Group
Switzerland
$2.35M +$94.9K +1,040 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.23M +$483K +5,297 +26%
GA
10
Gateway Advisory
New Jersey
$1.88M +$20.6K +226 +1%
Truist Financial
11
Truist Financial
North Carolina
$1.88M +$377K +4,134 +24%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.75M +$1.3M +14,250 +245%
Goldman Sachs
13
Goldman Sachs
New York
$1.59M +$1.66M +18,233 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.33M +$1.39M +15,252 New
DIP
15
Davis Investment Partners
North Carolina
$1.31M -$32.4K -355 -2%
AFO
16
Arrowroot Family Office
California
$1.21M -$582K -6,376 -31%
KPWS
17
Kestra Private Wealth Services
Texas
$1.21M +$1.27M +13,869 New
Bank of America
18
Bank of America
North Carolina
$1.2M +$270K +2,954 +27%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.11M +$413K +4,524 +55%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.03M -$309K -3,386 -22%
GS
21
GTS Securities
New York
$965K -$489K -5,354 -33%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$897K +$149K +1,629 +19%
LIM
23
Leavell Investment Management
Alabama
$873K +$59.3K +650 +7%
KAS
24
Kestra Advisory Services
Texas
$709K -$970K -10,634 -57%
JCIA
25
Jackson Creek Investment Advisors
Colorado
$663K +$6.57K +72 +1%
1
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GRPM Hedge Fund Activity: Q3 2023 in Review

52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2023, worth a combined $125M — up 12% from $112M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GRPM positions and 2 closed out — a net gain of 5 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Courage Miller Partners, exiting entirely with an estimated $1.95M sold.

  • 52 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2023, up from 47 in Q2 2023.
  • Funds reported $125M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2023, up 12% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2023 was Morgan Stanley, an estimated $10.9M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2023 was Courage Miller Partners, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2023.