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Invesco S&P MidCap 400 GARP ETF

96 hedge funds and large institutions have $286M invested in Invesco S&P MidCap 400 GARP ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

19% more funds holding

Funds holding: 8196 (+15)

12% more capital invested

Capital invested by funds: $255M → $286M (+$31.3M)

1.95% more ownership

Funds ownership: 48.38%50.33% (+2%)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
26
Increased
42
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.9M +$2.74M +23,088 +4%
LPL Financial
2
LPL Financial
California
$22.4M +$810K +6,836 +4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.5M +$504K +4,255 +2%
Bank of America
4
Bank of America
North Carolina
$18.9M +$5.79M +48,871 +41%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.5M +$1.42M +11,978 +10%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.88M +$706K +5,961 +7%
Ameriprise
7
Ameriprise
Minnesota
$8.58M +$2.66M +22,410 +42%
MFG
8
Merit Financial Group
Georgia
$7.02M +$7.38M +62,283 New
Jones Financial Companies
9
Jones Financial Companies
Missouri
$6.55M +$3.14M +26,492 +84%
Raymond James Financial
10
Raymond James Financial
Florida
$6.16M +$6.47M +54,604 New
Creative Planning
11
Creative Planning
Kansas
$6.11M +$6.42M +54,172 New
WIP
12
WealthCare Investment Partners
Rhode Island
$5.9M +$496K +4,189 +9%
6F
13
626 Financial
Michigan
$5.26M +$2.93M +24,737 +113%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.08M -$45.3K -382 -0.8%
KPWS
15
Kestra Private Wealth Services
Texas
$4.92M +$26.5K +224 +0.5%
UBS Group
16
UBS Group
Switzerland
$4.39M +$835K +7,050 +22%
AIP
17
Ameritas Investment Partners
Nebraska
$4.28M +$4.5M +37,939 New
VFG
18
Victory Financial Group
Texas
$4.15M +$4.36M +36,799 New
PAG
19
Private Advisor Group
New Jersey
$3.83M +$770K +6,501 +24%
MIM
20
Marshall Investment Management
Colorado
$3.77M +$3.81M +32,188 New
Cerity Partners
21
Cerity Partners
New York
$3.46M -$112K -941 -3%
MNA
22
Manning & Napier Advisors
New York
$3.3M +$3.47M +29,242 New
TFS
23
Thoroughbred Financial Services
Tennessee
$3.21M +$1.08M +9,095 +47%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.2M -$1.04M -8,739 -24%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$3.12M +$3.27M +27,635 New

GRPM Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 GARP ETF (GRPM) for Q4 2024, worth a combined $286M — up 12% from $255M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new GRPM positions and 6 closed out — a net gain of 20 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $7.38M. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $8.24M sold.

  • 96 institutional investors held Invesco S&P MidCap 400 GARP ETF (GRPM) as of Q4 2024, up from 81 in Q3 2024.
  • Funds reported $286M of Invesco S&P MidCap 400 GARP ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 26 funds opened new Invesco S&P MidCap 400 GARP ETF positions in Q4 2024 and 6 closed out, a net change of +20 holders.
  • The largest Invesco S&P MidCap 400 GARP ETF buyer in Q4 2024 was Merit Financial Group, an estimated $7.38M added.
  • The largest Invesco S&P MidCap 400 GARP ETF seller in Q4 2024 was Heck Capital Advisors, an estimated $8.24M sold.

Based on aggregated 13F filings for Q4 2024.