GRPM Institutional Ownership
Invesco S&P MidCap 400 GARP ETF
1W: -0.2%
1M: -5.2%
3M: +2.4%
YTD: +13.4%
1Y: +13.0%
3Y: +61.2%
5Y: +56.6%
$136.85
+0.17 (+0.12%)
Weekly Expected Move ±1.5%
$133
$135
$137
$139
$141
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GRPM
107
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
283M
Total Invested
8
New Positions
34
Increased
43
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (114 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 362,266 | $50M | +19,090 | +5.6% | 3Q | SEC ↗ |
| 2 | GW HENSSLER & ASSOCIATES LTD | 282,594 | $39M | +7,418 | +2.7% | 3Q | SEC ↗ |
| 3 | MORGAN STANLEY | 174,943 | $24M | -52,638 | -23.1% | 33Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 161,430 | $22M | +17,274 | +12.0% | 15Q | SEC ↗ |
| 5 | LPL Financial LLC | 149,657 | $20M | +6,957 | +4.9% | 33Q | SEC ↗ |
| 6 | 626 Financial, LLC | 95,403 | $13M | +4,961 | +5.5% | 9Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 88,723 | $12M | +35,888 | +67.9% | 26Q | SEC ↗ |
| 8 | Ameritas Investment Partners, Inc. | 62,822 | $9M | +3,222 | +5.4% | 7Q | SEC ↗ |
| 9 | Summit Financial, LLC | 59,878 | $8M | +2,147 | +3.7% | 4Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 51,379 | $7M | -23,667 | -31.5% | 11Q | SEC ↗ |
| 11 | Private Advisor Group, LLC | 46,062 | $6M | +772 | +1.7% | 10Q | SEC ↗ |
| 12 | WealthCare Investment Partners, LLC | 46,040 | $6M | +905 | +2.0% | 12Q | SEC ↗ |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | 41,199 | $6M | +4,592 | +12.5% | 19Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 38,492 | $5M | -4,728 | -10.9% | 10Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 36,260 | $5M | +469 | +1.3% | 7Q | SEC ↗ |
| 16 | Creative Planning | 35,296 | $5M | -7,035 | -16.6% | 7Q | SEC ↗ |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 33,024 | $5M | -5,620 | -14.5% | 12Q | SEC ↗ |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 28,808 | $4M | -25,784 | -47.2% | 11Q | SEC ↗ |
| 19 | UBS Group AG | 27,735 | $4M | -129 | -0.5% | 33Q | SEC ↗ |
| 20 | Integrated Wealth Concepts LLC | 27,185 | $4M | +157 | +0.6% | 5Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 26,848 | $4M | +10,065 | +60.0% | 12Q | SEC ↗ |
| 22 | Cerity Partners LLC | 26,563 | $4M | -240 | -0.9% | 13Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 19,740 | $3M | -11,465 | -36.7% | 14Q | SEC ↗ |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | 19,296 | $3M | -10,014 | -34.2% | 10Q | SEC ↗ |
| 25 | Asset Allocation Strategies LLC | 18,696 | $3M | +624 | +3.5% | 5Q | SEC ↗ |
| 26 | Concurrent Investment Advisors, LLC | 16,035 | $2M | +110 | +0.7% | 11Q | SEC ↗ |
| 27 | Sigma Planning Corp | 12,977 | $2M | +1,142 | +9.6% | 10Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 12,674 | $2M | -362 | -2.8% | 33Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 9,988 | $1M | -196 | -1.9% | 30Q | SEC ↗ |
| 30 | Arrowroot Family Office, LLC | 9,786 | $1M | +15 | +0.2% | 5Q | SEC ↗ |
| 31 | Fortitude Financial, LLC | 9,281 | $1M | -762 | -7.6% | 3Q | SEC ↗ |
| 32 | TWO SIGMA INVESTMENTS, LP | 8,800 | $1M | +1,400 | +18.9% | 3Q | SEC ↗ |
| 33 | OPPENHEIMER & CO INC | 8,415 | $1M | -400 | -4.5% | 7Q | SEC ↗ |
| 34 | GTS SECURITIES LLC | 8,392 | $1M | +4,987 | +146.5% | 2Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 8,031 | $1M | -1,041 | -11.5% | 33Q | SEC ↗ |
| 36 | Davis Investment Partners, LLC | 7,891 | $1M | -1,249 | -13.7% | 15Q | SEC ↗ |
| 37 | AMERIPRISE FINANCIAL INC | 7,405 | $1M | +190 | +2.6% | 15Q | SEC ↗ |
| 38 | MML INVESTORS SERVICES, LLC | 6,147 | $841K | +987 | +19.1% | 10Q | SEC ↗ |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,087 | $833K | -5,548 | -47.7% | 3Q | SEC ↗ |
| 40 | Fortune Financial Group, Inc. | 5,820 | $796K | +800 | +15.9% | 3Q | SEC ↗ |
| 41 | FLOW TRADERS U.S. LLC NEW | 4,813 | $659K | — | +0.0% | 1Q | SEC ↗ |
| 42 | CREATIVE FINANCIAL DESIGNS INC /ADV | 4,466 | $611K | +207 | +4.9% | 19Q | SEC ↗ |
| 43 | Daniel Investment Group, Inc. NEW | 4,375 | $599K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Janney Montgomery Scott LLC | 3,525 | $482K | — | +0.0% | 14Q | SEC ↗ |
| 45 | SeedSafe Financial LLC | 3,264 | $447K | -47 | -1.4% | 3Q | SEC ↗ |
| 46 | Main Street Group, LTD | 3,171 | $434K | +93 | +3.0% | 8Q | SEC ↗ |
| 47 | Modern Wealth Management, LLC | 3,112 | $426K | — | +0.0% | 8Q | SEC ↗ |
| 48 | Bay Colony Advisory Group, Inc d/b/a B | 3,059 | $419K | +27 | +0.9% | 9Q | SEC ↗ |
| 49 | Thrivent Financial for Lutherans | 2,969 | $406K | -339 | -10.2% | 4Q | SEC ↗ |
| 50 | NewEdge Advisors, LLC | 2,758 | $377K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 4,813 | $659K |
| Daniel Investment Group, Inc. | 4,375 | $599K |
| Sovran Advisors, LLC | 1,802 | $247K |
| GHP Investment Advisors, Inc. | 224 | $31K |
| MERCER GLOBAL ADVISORS INC /ADV | 164 | $22K |
| Regatta Research & Money Management | 100 | $14K |
| Global Retirement Partners, LLC | 93 | $13K |
| FIDUCIARY FINANCIAL ADVISORS | 45 | $6K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TRUIST FINANCIAL CORP | 13,275 | $2M |
| CITADEL ADVISORS LLC | 9,361 | $1M |
| JANE STREET GROUP, LLC | 7,604 | $1M |
| Independent Advisor Alliance | 6,365 | $871K |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 4,815 | $659K |
| BNB Wealth Management, LLC | 4,612 | $631K |
| Mariner, LLC | 4,376 | $599K |
| Ameritas Advisory Services, LLC | 3,436 | $470K |
| Triad Wealth Partners, LLC | 2,688 | $368K |
| Medallion Wealth Advisors, LLC | 1,000 | $137K |
| FLAGSHIP HARBOR ADVISORS, LLC | 711 | $97K |
| Root Financial Partners, LLC | 691 | $95K |
| Glass Jacobson Investment Advisors | 594 | $81K |
| Sound Income Strategies, LLC | 106 | $15K |
| Advisory Services Network, LLC | 26 | $4K |
| EXCHANGE TRADED CONCEPTS, LLC | 8 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +35,888 | +67.9% | 88,723 |
| HighTower Advisors, LLC | +19,090 | +5.6% | 362,266 |
| BANK OF AMERICA CORP /DE | +17,274 | +12.0% | 161,430 |
| GOLDMAN SACHS GROUP INC | +10,065 | +60.0% | 26,848 |
| GW HENSSLER & ASSOCIATES LTD | +7,418 | +2.7% | 282,594 |
| LPL Financial LLC | +6,957 | +4.9% | 149,657 |
| GTS SECURITIES LLC | +4,987 | +146.5% | 8,392 |
| 626 Financial, LLC | +4,961 | +5.5% | 95,403 |
| AXXCESS WEALTH MANAGEMENT, LLC | +4,592 | +12.5% | 41,199 |
| Ameritas Investment Partners, Inc. | +3,222 | +5.4% | 62,822 |
| Summit Financial, LLC | +2,147 | +3.7% | 59,878 |
| TWO SIGMA INVESTMENTS, LP | +1,400 | +18.9% | 8,800 |
| Sigma Planning Corp | +1,142 | +9.6% | 12,977 |
| MML INVESTORS SERVICES, LLC | +987 | +19.1% | 6,147 |
| WealthCare Investment Partners, LLC | +905 | +2.0% | 46,040 |
| Fortune Financial Group, Inc. | +800 | +15.9% | 5,820 |
| Private Advisor Group, LLC | +772 | +1.7% | 46,062 |
| Asset Allocation Strategies LLC | +624 | +3.5% | 18,696 |
| RAYMOND JAMES FINANCIAL INC | +469 | +1.3% | 36,260 |
| JPMORGAN CHASE & CO | +414 | +295.7% | 554 |