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Invesco S&P MidCap 400 GARP ETF
GRPM

79 hedge funds and large institutions have $197M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

11% more funds holding

Funds holding: 71 → 79 (+8)

7% more capital invested

Capital invested by funds: $185M → $197M (+$12.1M)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

2.1% less ownership

Funds ownership: 47.84% → 45.73% (-2.1%)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
26
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.06M
2
Osaic Holdings
Osaic Holdings
Arizona
+$6.91M
3
Morgan Stanley
Morgan Stanley
New York
+$5.78M
4
LPL Financial
LPL Financial
California
+$3.8M
5
PAG
Private Advisor Group
New Jersey
+$2.67M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$6.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.04M
4
FTS
Fifth Third Securities
Ohio
-$974K
5
EFG
Ethos Financial Group
Pennsylvania
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.9M +$5.78M +49,856 +11%
LPL Financial
2
LPL Financial
California
$19.7M +$3.8M +32,766 +24%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$14M +$1.08M +9,319 +8%
Bank of America
4
Bank of America
North Carolina
$10.7M +$8.06M +69,507 +284%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.24M +$6.91M +59,572 +281%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.25M +$1.63M +14,026 +24%
Ameriprise
7
Ameriprise
Minnesota
$7.19M -$463K -3,997 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.14M +$853K +7,360 +20%
WIP
9
WealthCare Investment Partners
Rhode Island
$4.74M +$798K +6,881 +20%
KPWS
10
Kestra Private Wealth Services
Texas
$4.68M +$135K +1,162 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.18M +$1.6M +13,830 +61%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.95M -$4.04M -34,872 -50%
GA
13
Gateway Advisory
New Jersey
$3.85M +$186K +1,603 +5%
Cerity Partners
14
Cerity Partners
New York
$3.7M -$7.31K -63 -0.2%
PAG
15
Private Advisor Group
New Jersey
$2.83M +$2.67M +23,000 +1,323%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.81M +$1.57M +13,581 +124%
UBS Group
17
UBS Group
Switzerland
$2.73M -$55.4K -478 -2%
Truist Financial
18
Truist Financial
North Carolina
$2.2M -$13K -112 -0.6%
CWM
19
Cornerstone Wealth Management
Missouri
$2.11M +$2.14M +18,417 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.84M +$249K +2,148 +15%
DIP
21
Davis Investment Partners
North Carolina
$1.79M -$42.7K -368 -2%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.78M +$1.52M +13,116 +536%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$1.52M +$1.37M +11,825 +809%
CIA
24
Concurrent Investment Advisors
Florida
$1.5M -$104K -898 -6%
TFS
25
Thoroughbred Financial Services
Tennessee
$1.29M +$657K +5,667 +100%
1
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GRPM Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q2 2024, worth a combined $197M — up 6.5% from $185M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GRPM positions and 6 closed out — a net gain of 9 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $8.06M. The largest seller was Wells Fargo, cutting an estimated $10.1M.

  • 79 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q2 2024, up from 71 in Q1 2024.
  • Funds reported $197M of Invesco S&P MidCap 400 GARP ETF stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q2 2024 and 6 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q2 2024 was Bank of America, an estimated $8.06M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q2 2024 was Wells Fargo, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2024.