GRPM — INVESCO S&P MIDCAP 400 GARP
As of Q2 2026, 8 SEC-registered investment managers reported holding GRPM (INVESCO S&P MIDCAP 400 GARP) in their latest 13F filings, with a combined reported value of $52.16M across 400.75K shares. That is -5.5% by share count (-23.48K shares) versus the previous quarter, while reported value moved +4.0%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 174.94K | $22.77M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 161.43K | $21.01M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 27.73K | $3.61M | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 26.85K | $3.49M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 8.80K | $1.15M | 0.00% | Add |
| Citadel Advisors history | Q4 2025 | 9.36K | $1.12M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 554 | $71.68K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 435 | $56.66K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 1 | $120 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 554 sh · $71.68K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 26.17K | 23.45K | 24.18K | 23.27K | 22.27K | 128.79K | 145.04K | 161.39K | 280.64K | 391.09K | 456.43K | 506.28K | 534.57K | 557.66K | 564.73K | 430.89K | 379.86K | 345.00K | 227.58K | 174.94K |
| Bank of America Corp | 8.99K | 11.43K | 11.91K | 12.34K | 11.40K | 12.97K | 12.29K | 10.85K | 13.80K | 49.65K | 24.45K | 93.95K | 118.70K | 167.57K | 170.00K | 122.74K | 93.75K | 96.20K | 144.16K | 161.43K |
| UBS Group AG | 37.26K | 35.42K | 31.48K | 27.98K | 26.71K | 27.79K | 26.50K | 25.83K | 26.87K | 24.49K | 24.36K | 23.89K | 31.91K | 38.95K | 33.98K | 37.04K | 37.05K | 30.65K | 27.86K | 27.73K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | 18.23K | 10.10K | 10.10K | 10.00K | 16.70K | 10.00K | 15.90K | 28.64K | 20.10K | 17.95K | 16.78K | 26.85K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.60K | 7.40K | 8.80K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 203 | 154 | — | 554 |
| Fidelity Management & Research (FMR) | 199 | 199 | 199 | 276 | 303 | 262 | 259 | 259 | 259 | 269 | 269 | 269 | 555 | 593 | 740 | 469 | 428 | 409 | 437 | 435 |
| Wells Fargo & Co | 42.13K | 82.53K | 101.39K | 91.40K | 97.39K | 97.83K | 86.37K | 86.73K | 84.48K | 92.09K | 86.83K | 1 | 1 | — | 414 | 337 | 1.07K | 1.07K | 1 | 1 |
| Citadel Advisors | — | — | 6.64K | 33.68K | — | 12.99K | — | — | 15.25K | 5.80K | — | — | 6.72K | 16.43K | 9.11K | 13.44K | 8.91K | 9.36K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details