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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
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
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
226
Teacher Retirement System of Texas
Texas
$727K +$205K +14,183 +53%
State of Wisconsin Investment Board
227
State of Wisconsin Investment Board
Wisconsin
$725K -$2.05M -142,173 -78%
CAN
228
Cetera Advisor Networks
California
$715K +$59.5K +4,122 +11%
Corient Private Wealth
229
Corient Private Wealth
Florida
$699K +$134K +9,254 +31%
PAM
230
Paradigm Asset Management
New York
$696K -$17.3K -1,200 -3%
CB
231
Commerce Bank
Missouri
$692K +$374K +25,909 +201%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$686K +$73.3K +5,080 +15%
Impax Asset Management Group
233
Impax Asset Management Group
United Kingdom
$662K +$535K +37,100 New
CIC
234
Cornercap Investment Counsel
Georgia
$656K +$531K +36,792 New
TRSOTSOK
235
Teachers Retirement System of the State of Kentucky
Kentucky
$649K -$32.9K -2,278 -6%
SM
236
Sciencast Management
New Jersey
$648K +$524K +36,333 New
KRS
237
Kentucky Retirement Systems
Kentucky
$642K -$5.77K -400 -1%
HWAM
238
Hennion & Walsh Asset Management
New Jersey
$633K +$350K +24,277 +217%
CAM
239
Cresset Asset Management
Illinois
$631K +$117K +8,113 +30%
OPERF
240
Oregon Public Employees Retirement Fund
Oregon
$626K -$781K -54,160 -61%
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$624K +$69.2K +4,799 +16%
ECM
242
Everence Capital Management
Indiana
$621K
Creative Planning
243
Creative Planning
Kansas
$618K +$149K +10,345 +43%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$618K
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$614K -$31.4K -2,175 -6%
SYBT
246
Stock Yards Bank & Trust
Kentucky
$611K -$39.5K -2,740 -7%
LP
247
LMR Partners
United Kingdom
$609K +$492K +34,112 New
CGH
248
Crossmark Global Holdings
Texas
$593K +$26.1K +1,806 +6%
EI
249
Ethic Inc
New York
$589K -$38.6K -2,673 -7%
BO
250
Bank OZK
Arkansas
$553K -$176K -12,178 -28%