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Invesco S&P MidCap 400 GARP ETF

81 hedge funds and large institutions have $255M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

29% more capital invested

Capital invested by funds: $197M → $255M (+$58M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2.65% more ownership

Funds ownership: 45.73%48.38% (+2.6%)

3% more funds holding

Funds holding: 7981 (+2)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
45
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.6M +$3.27M +28,290 +6%
LPL Financial
2
LPL Financial
California
$22.5M +$2.33M +20,194 +12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.8M +$6.43M +55,647 +46%
Bank of America
4
Bank of America
North Carolina
$13.9M +$2.86M +24,749 +26%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.7M +$4.16M +35,972 +45%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.7M +$7.58M +65,524 +190%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.56M +$1.1M +9,483 +13%
HCA
8
Heck Capital Advisors
Wisconsin
$8.24M +$8.14M +70,414 New
ZIMP
9
Zimmermann Investment Management & Planning
Pennsylvania
$6.64M +$6.56M +56,707 New
Ameriprise
10
Ameriprise
Minnesota
$6.28M -$1.06M -9,178 -15%
WIP
11
WealthCare Investment Partners
Rhode Island
$5.57M +$763K +6,597 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.32M +$59.5K +515 +1%
KPWS
13
Kestra Private Wealth Services
Texas
$5.08M +$287K +2,478 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.34M +$63.9K +553 +2%
GA
15
Gateway Advisory
New Jersey
$4.04M +$101K +873 +3%
UBS Group
16
UBS Group
Switzerland
$3.74M +$927K +8,019 +34%
Cerity Partners
17
Cerity Partners
New York
$3.7M -$88.6K -766 -2%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$3.7M +$2.12M +18,308 +138%
PAG
19
Private Advisor Group
New Jersey
$3.22M +$316K +2,736 +11%
6F
20
626 Financial
Michigan
$2.57M +$1.54M +13,342 +156%
TFS
21
Thoroughbred Financial Services
Tennessee
$2.27M +$932K +8,060 +71%
CWM
22
Cornerstone Wealth Management
Missouri
$2.21M +$57.1K +494 +3%
Truist Financial
23
Truist Financial
North Carolina
$2.1M -$149K -1,290 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.08M +$195K +1,684 +10%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.05M +$224K +1,935 +12%

GRPM Hedge Fund Activity: Q3 2024 in Review

81 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q3 2024, worth a combined $255M — up 29% from $197M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GRPM positions and 8 closed out — a net gain of 2 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $8.14M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.81M sold.

  • 81 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q3 2024, up from 79 in Q2 2024.
  • Funds reported $255M of Invesco S&P MidCap 400 GARP ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q3 2024 and 8 closed out, a net change of +2 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q3 2024 was Heck Capital Advisors, an estimated $8.14M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q3 2024 was Susquehanna International Group, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2024.