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508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $4.42B → $5.55B (+$1.13B)

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 504508 (+4)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

1.1% less ownership

Funds ownership: 70.9%69.81% (-1.1%)

27% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $38.3M

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
171
Reduced
183
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Cetera Advisors
Colorado
$432K -$52.1K -3,046 -11%
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$420K -$956K -55,889 -71%
UA
278
Unison Advisors
District of Columbia
$406K +$3.8K +222 +1%
ERIC
279
Eagle Rock Investment Company
Georgia
$399K
UCFA
280
United Capital Financial Advisors
Texas
$399K -$22.9K -1,338 -6%
BAM
281
Baldrige Asset Management
Pennsylvania
$398K
US Bancorp
282
US Bancorp
Minnesota
$394K -$94.5K -5,527 -20%
NB
283
Norinchukin Bank
Japan
$393K -$96.3K -5,631 -20%
OAM
284
Oppenheimer Asset Management
New York
$393K -$21.6K -1,260 -5%
RJFSA
285
Raymond James Financial Services Advisors
Florida
$392K -$12.2K -714 -3%
NMERB
286
New Mexico Educational Retirement Board
New Mexico
$391K +$77K +4,500 +26%
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
$387K -$392K -22,919 -52%
NAM
288
NorthCrest Asset Manangement
Minnesota
$380K
CCM
289
CAAS Capital Management
New York
$366K -$2.28M -133,592 -87%
WBC
290
Westpac Banking Corp
Australia
$365K -$233K -13,651 -40%
AssetMark Inc
291
AssetMark Inc
California
$362K +$104K +6,052 +43%
MIS
292
Morningstar Investment Services
Illinois
$361K -$12.2K -714 -4%
Assenagon Asset Management
293
Assenagon Asset Management
Luxembourg
$358K -$47.9K -2,803 -12%
SWP
294
Stratos Wealth Partners
Ohio
$357K -$65.8K -3,850 -16%
KBC Group
295
KBC Group
Belgium
$357K +$174K +10,195 +105%
Neuberger Berman Group
296
Neuberger Berman Group
New York
$356K -$264K -15,429 -44%
Victory Capital Management
297
Victory Capital Management
Texas
$353K -$1.33M -77,863 -80%
SSG
298
Summit Securities Group
New York
$349K +$294K +17,210 +782%
AT
299
Arvest Trust
Oklahoma
$348K -$787 -46 -0.2%
TVAMP
300
Tennessee Valley Asset Management Partners
Tennessee
$345K +$75.5K +4,417 +30%