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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
HIMCH
251
Hartford Investment Management Co (HIMCO)
Connecticut
$538K -$4.52K -313 -1%
Pacer Advisors
252
Pacer Advisors
Pennsylvania
$536K -$5.72M -396,591 -93%
KA
253
Kintegral Advisory
New York
$533K -$2.76K -191 -0.6%
Vontobel Holding
254
Vontobel Holding
Switzerland
$532K -$25.8K -1,787 -6%
SC
255
Savant Capital
Illinois
$522K +$122K +8,451 +41%
IRC
256
Investors Research Corp
Georgia
$514K -$53.7K -3,725 -11%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$513K
SAM
258
Securian Asset Management
Minnesota
$508K -$53.8K -3,728 -12%
RG
259
Rathbones Group
United Kingdom
$495K -$32.5K -2,252 -8%
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
$489K +$396K +27,426 New
LSERS
261
Louisiana State Employees Retirement System
Louisiana
$485K -$8.66K -600 -2%
EH
262
Equitable Holdings
New York
$485K +$5.79K +401 +1%
Twin Tree Management
263
Twin Tree Management
Texas
$475K +$318K +22,014 +475%
HI
264
Handelsinvest Investeringsforvaltning
Denmark
$449K -$2.38M -164,813 -87%
Wolverine Trading
265
Wolverine Trading
Illinois
$438K +$51K +3,536 +17%
DT
266
Diversified Trust
Tennessee
$433K +$350K +24,282 New
William Blair Investment Management
267
William Blair Investment Management
Illinois
$432K -$6.32K -438 -2%
O
268
Ossiam
France
$431K -$3.62M -250,772 -91%
NMERB
269
New Mexico Educational Retirement Board
New Mexico
$425K
GS
270
GTS Securities
New York
$424K +$343K +23,776 New
UA
271
Unison Advisors
District of Columbia
$423K +$4.95K +343 +1%
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$421K +$150K +10,365 +78%
MG
273
Mather Group
Illinois
$421K +$114K +7,912 +51%
RPCONE
274
Retirement Planning Company of New England
Rhode Island
$414K +$77.8K +5,389 +30%
OTPPB
275
Ontario Teachers' Pension Plan Board
Ontario, Canada
$414K +$71.2K +4,936 +27%