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 %
HC
276
Hourglass Capital
Texas
$409K -$928K -52,025 -69%
DA
277
Duality Advisers
Florida
$404K +$404K +22,624 New
MML Investors Services
278
MML Investors Services
Massachusetts
$400K +$17.4K +972 +5%
RJFSA
279
Raymond James Financial Services Advisors
Florida
$393K +$55.5K +3,111 +16%
Russell Investments Group
280
Russell Investments Group
United Kingdom
$387K -$979K -54,747 -72%
FFA
281
Farther Finance Advisors
California
$383K +$342K +19,178 +831%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$376K +$4.85K +272 +1%
GWA
283
Gratus Wealth Advisors
Virginia
$375K +$375K +21,018 New
GT
284
Glenmede Trust
Pennsylvania
$368K +$128K +7,182 +53%
AS
285
Altshuler Shaham
Israel
$366K -$42K -2,356 -10%
NAM
286
NorthCrest Asset Manangement
Minnesota
$363K -$1.36K -76 -0.4%
Cetera Investment Advisers
287
Cetera Investment Advisers
Illinois
$362K -$22.4K -1,253 -6%
FTDI
288
First Trust Direct Indexing
Massachusetts
$358K +$358K +20,092 New
IC
289
IEQ Capital
California
$358K -$57.6K -3,227 -14%
MCM
290
MAI Capital Management
Ohio
$354K -$9.26K -519 -3%
EW
291
Element Wealth
Mississippi
$346K -$55.9K -3,134 -14%
IPW
292
Impact Partnership Wealth
Georgia
$336K +$97.2K +5,447 +41%
CWA
293
Centennial Wealth Advisory
Michigan
$330K +$3.09K +173 +0.9%
MLICM
294
Metropolitan Life Insurance Company (MetLife)
New York
$326K -$4.69K -263 -1%
BFM
295
Boothbay Fund Management
New York
$319K +$319K +17,895 New
US Bancorp
296
US Bancorp
Minnesota
$318K -$67.4K -3,779 -18%
Tudor Investment Corp
297
Tudor Investment Corp
Connecticut
$309K -$2.15M -120,643 -87%
PWM
298
Purus Wealth Management
California
$309K +$4.1K +230 +1%
DCM
299
DGS Capital Management
New Jersey
$289K -$12.6K -705 -4%
EFG
300
Ethos Financial Group
Pennsylvania
$289K +$289K +16,179 New