508 hedge funds and large institutions have $5.13B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
200
Reduced
162
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
VCA
301
Verdence Capital Advisors
Maryland
$333K +$126K +7,700 +61%
UCFA
302
United Capital Financial Advisors
Texas
$333K -$30.5K -1,858 -8%
WBC
303
Westpac Banking Corp
Australia
$333K
William Blair & Company
304
William Blair & Company
Illinois
$330K -$704K -42,902 -68%
OAM
305
Oppenheimer Asset Management
New York
$328K -$30.2K -1,839 -8%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$327K +$192K +11,682 +142%
TMAM
307
Tokio Marine Asset Management
Japan
$322K +$76K +4,635 +31%
SWP
308
Stratos Wealth Partners
Ohio
$318K -$7.61K -464 -2%
TVAMP
309
Tennessee Valley Asset Management Partners
Tennessee
$314K +$98 +6 +0%
MML Investors Services
310
MML Investors Services
Massachusetts
$313K +$6.37K +389 +2%
FRM
311
Fox Run Management
Connecticut
$307K -$3.89K -237 -1%
BL
312
Balentine LLC
Georgia
$297K -$264K -16,107 -47%
RPCONE
313
Retirement Planning Company of New England
Rhode Island
$296K +$47.2K +2,876 +19%
IA
314
IFP Advisors
Florida
$287K -$157K -5,678 -35%
MOS
315
MGO One Seven
Ohio
$284K +$284K +17,307 New
Twin Tree Management
316
Twin Tree Management
Texas
$281K +$183K +11,164 +188%
DCM
317
DGS Capital Management
New Jersey
$279K -$11.5K -701 -4%
RG
318
Rathbones Group
United Kingdom
$276K -$11.5K -700 -4%
Man Group
319
Man Group
United Kingdom
$274K
PWM
320
Purus Wealth Management
California
$273K +$2.87K +175 +1%
PFO
321
Pathstone Family Office
New Jersey
$272K -$852K -51,459 -76%
T
322
TCWP
Ohio
$270K +$270K +16,438 New
KRSITF
323
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$265K -$1.95K -119 -0.7%
Verition Fund Management
324
Verition Fund Management
Connecticut
$264K -$393K -23,944 -60%
M&T Bank
325
M&T Bank
New York
$263K +$12.7K +773 +5%