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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
HighTower Advisors
276
HighTower Advisors
Illinois
$410K -$237K -16,423 -42%
HC
277
Hourglass Capital
Texas
$409K -$751K -52,025 -69%
DA
278
Duality Advisers
Florida
$404K +$326K +22,624 New
MML Investors Services
279
MML Investors Services
Massachusetts
$400K +$14K +972 +5%
RJFSA
280
Raymond James Financial Services Advisors
Florida
$393K +$44.9K +3,111 +16%
Russell Investments Group
281
Russell Investments Group
United Kingdom
$387K -$790K -54,747 -72%
FFA
282
Farther Finance Advisors
California
$383K +$277K +19,178 +831%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$376K +$3.92K +272 +1%
GWA
284
Gratus Wealth Advisors
Virginia
$375K +$303K +21,018 New
GT
285
Glenmede Trust
Pennsylvania
$368K +$104K +7,182 +53%
AS
286
Altshuler Shaham
Israel
$366K -$34K -2,356 -10%
NAM
287
NorthCrest Asset Manangement
Minnesota
$363K -$1.1K -76 -0.4%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$362K -$18.1K -1,253 -6%
FTDI
289
First Trust Direct Indexing
Massachusetts
$358K +$290K +20,092 New
IC
290
IEQ Capital
California
$358K -$46.6K -3,227 -14%
MCM
291
MAI Capital Management
Ohio
$354K -$7.49K -519 -3%
EW
292
Element Wealth
Mississippi
$346K -$45.2K -3,134 -14%
IPW
293
Impact Partnership Wealth
Georgia
$336K +$78.6K +5,447 +41%
CWA
294
Centennial Wealth Advisory
Michigan
$330K +$2.5K +173 +0.9%
MLICM
295
Metropolitan Life Insurance Company (MetLife)
New York
$326K -$3.79K -263 -1%
BFM
296
Boothbay Fund Management
New York
$319K +$258K +17,895 New
US Bancorp
297
US Bancorp
Minnesota
$318K -$54.5K -3,779 -18%
Tudor Investment Corp
298
Tudor Investment Corp
Connecticut
$309K -$1.74M -120,643 -87%
PWM
299
Purus Wealth Management
California
$309K +$3.32K +230 +1%
DCM
300
DGS Capital Management
New Jersey
$289K -$10.2K -705 -4%