488 hedge funds and large institutions have $5.42B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
157
Reduced
185
Closed
85
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$725K -$2.54M -142,173 -78%
CAN
227
Cetera Advisor Networks
California
$715K +$73.5K +4,122 +11%
Corient Private Wealth
228
Corient Private Wealth
Florida
$699K +$165K +9,254 +31%
PAM
229
Paradigm Asset Management
New York
$696K -$21.4K -1,200 -3%
CB
230
Commerce Bank
Missouri
$692K +$462K +25,909 +201%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$686K +$90.6K +5,080 +15%
Impax Asset Management Group
232
Impax Asset Management Group
United Kingdom
$662K +$662K +37,100 New
CIC
233
Cornercap Investment Counsel
Georgia
$656K +$656K +36,792 New
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$649K -$40.6K -2,278 -6%
SM
235
Sciencast Management
New Jersey
$648K +$648K +36,333 New
KRS
236
Kentucky Retirement Systems
Kentucky
$642K -$7.14K -400 -1%
HWAM
237
Hennion & Walsh Asset Management
New Jersey
$633K +$433K +24,277 +217%
CAM
238
Cresset Asset Management
Illinois
$631K +$145K +8,113 +30%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$626K -$966K -54,160 -61%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$624K +$85.6K +4,799 +16%
ECM
241
Everence Capital Management
Indiana
$621K
Creative Planning
242
Creative Planning
Kansas
$618K +$185K +10,345 +43%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$618K
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$614K -$38.8K -2,175 -6%
SYBT
245
Stock Yards Bank & Trust
Kentucky
$611K -$48.9K -2,740 -7%
LP
246
LMR Partners
United Kingdom
$609K +$609K +34,112 New
CGH
247
Crossmark Global Holdings
Texas
$593K +$32.2K +1,806 +6%
EI
248
Ethic Inc
New York
$589K -$47.7K -2,673 -7%
BO
249
Bank OZK
Arkansas
$553K -$217K -12,178 -28%
HIMCH
250
Hartford Investment Management Co (HIMCO)
Connecticut
$538K -$5.58K -313 -1%