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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
EFG
301
Ethos Financial Group
Pennsylvania
$289K +$233K +16,179 New
USAA
302
United Services Automobile Association
Texas
$288K +$233K +16,121 New
NB
303
Norinchukin Bank
Japan
$287K -$36.5K -2,532 -14%
UCFA
304
United Capital Financial Advisors
Texas
$287K -$48.8K -3,382 -17%
BIAS
305
Beacon Investment Advisory Services
New Jersey
$287K +$635 +44 +0.3%
KRSITF
306
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$286K -$3.2K -222 -1%
NC
307
NinePointTwo Capital
California
$285K
Natixis Advisors
308
Natixis Advisors
Massachusetts
$282K -$56.8K -3,939 -20%
Mitsubishi UFJ Trust & Banking
309
Mitsubishi UFJ Trust & Banking
Japan
$280K -$2.8M -194,330 -93%
DZ Bank
310
DZ Bank
Germany
$274K -$152K -10,554 -41%
NS
311
NBC Securities
Alabama
$271K -$17.2K -1,190 -7%
ERIC
312
Eagle Rock Investment Company
Georgia
$271K
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$270K +$52.9K +3,664 +32%
EWM
314
EPG Wealth Management
Georgia
$269K +$9.52K +660 +4%
PI
315
Putnam Investments
Massachusetts
$268K -$38.1K -2,639 -15%
Korea Investment Corp
316
Korea Investment Corp
South Korea
$265K -$844K -58,493 -80%
GT
317
Greenleaf Trust
Michigan
$263K +$213K +14,764 New
S
318
SignatureFD
Georgia
$259K +$46.4K +3,214 +28%
TC
319
Truvestments Capital
Florida
$257K -$65.2K -4,521 -24%
WPC
320
Wedmont Private Capital
Pennsylvania
$256K +$202K +14,026 New
LSA
321
Leonteq Securities AG
Switzerland
$251K -$199K -13,827 -50%
M&T Bank
322
M&T Bank
New York
$250K -$11.2K -778 -5%
CA
323
Cetera Advisors
Colorado
$238K +$274 +19 +0.1%
KFGK
324
Keystone Financial Group (Kentucky)
Kentucky
$233K +$909 +63 +0.5%
PAS
325
Point72 Asia (Singapore)
Singapore
$232K +$187K +12,988 New