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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
MGP
301
Metis Global Partners
California
$344K +$115K +6,745 +54%
FRM
302
Fox Run Management
Connecticut
$341K +$324K +18,929 New
MML Investors Services
303
MML Investors Services
Massachusetts
$337K -$855 -50 -0.3%
O
304
Ossiam
France
$331K -$3.62M -211,456 -92%
Wolverine Trading
305
Wolverine Trading
Illinois
$330K -$251K -14,694 -44%
VIA
306
Vident Investment Advisory
Georgia
$329K +$13.3K +780 +4%
DCM
307
DGS Capital Management
New Jersey
$319K -$49.4K -2,886 -14%
RG
308
Rathbones Group
United Kingdom
$316K
SEI Investments
309
SEI Investments
Pennsylvania
$313K -$136K -7,942 -31%
CWA
310
Centennial Wealth Advisory
Michigan
$308K +$31.7K +1,856 +12%
Creative Planning
311
Creative Planning
Kansas
$301K +$95.3K +5,571 +50%
GT
312
Glenmede Trust
Pennsylvania
$298K +$39.9K +2,334 +16%
ACM
313
Acrisure Capital Management
Texas
$296K +$282K +16,478 New
PWM
314
Purus Wealth Management
California
$296K +$2.94K +172 +1%
WPC
315
Wedmont Private Capital
Pennsylvania
$296K +$264K +15,439 New
KRSITF
316
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$293K
Balyasny Asset Management
317
Balyasny Asset Management
Illinois
$290K +$276K +16,130 New
CC
318
Cipher Capital
New York
$290K +$276K +16,130 New
IC
319
IEQ Capital
California
$290K +$5.42K +317 +2%
BIAS
320
Beacon Investment Advisory Services
New Jersey
$289K
Pacer Advisors
321
Pacer Advisors
Pennsylvania
$287K -$7.64M -446,690 -97%
William Blair Investment Management
322
William Blair Investment Management
Illinois
$281K +$60.7K +3,550 +29%
HI
323
Harbour Investments
Wisconsin
$279K -$76K -4,443 -22%
M&T Bank
324
M&T Bank
New York
$274K -$24.4K -1,428 -9%
RPCONE
325
Retirement Planning Company of New England
Rhode Island
$273K +$15.6K +911 +6%