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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
301
Three Seasons Wealth
Utah
$616K +$664K +25,369 New
DS
302
DRW Securities
Illinois
$610K +$376K +14,357 +133%
HIMCH
303
Hartford Investment Management Co (HIMCO)
Connecticut
$603K -$15.8K -604 -2%
VVP
304
Venture Visionary Partners
Ohio
$593K -$28.9K -1,103 -4%
EPW
305
Evolve Private Wealth
California
$588K +$72.4K +2,767 +13%
KCP
306
Kera Capital Partners
California
$583K +$12.7K +484 +2%
FFA
307
Farther Finance Advisors
California
$580K -$51.2K -1,959 -8%
LSERS
308
Louisiana State Employees Retirement System
Louisiana
$549K -$2.62K -100 -0.4%
Aberdeen Group
309
Aberdeen Group
United Kingdom
$548K -$1.11M -42,419 -65%
WPC
310
Wedmont Private Capital
Pennsylvania
$547K +$35.9K +1,374 +6%
MCM
311
MAI Capital Management
Ohio
$541K +$164K +6,275 +39%
Pacer Advisors
312
Pacer Advisors
Pennsylvania
$539K -$583K -22,280 -50%
SC
313
Syon Capital
California
$538K +$36.4K +1,392 +7%
NCM
314
Novare Capital Management
North Carolina
$534K
DFCM
315
Dark Forest Capital Management
Puerto Rico
$534K -$1.77M -67,648 -75%
USCWA
316
U.S. Capital Wealth Advisors
Texas
$529K +$272K +10,404 +91%
KAS
317
Kestra Advisory Services
Texas
$522K -$6.7K -256 -1%
Allspring Global Investments
318
Allspring Global Investments
North Carolina
$522K +$28.5K +1,088 +5%
WA
319
Waddell & Associates
Tennessee
$520K +$204K +7,800 +57%
I
320
InceptionR
California
$516K -$44.3K -1,695 -7%
TRCT
321
Tower Research Capital (TRC)
New York
$512K -$28.6K -1,095 -5%
KeyBank National Association
322
KeyBank National Association
Ohio
$511K +$101K +3,873 +23%
FCM
323
Fieldview Capital Management
Michigan
$511K +$110K +4,198 +25%
CRC
324
Curi RMB Capital
Illinois
$507K +$231K +8,817 +73%
AWM
325
Apollon Wealth Management
South Carolina
$506K -$15.8K -605 -3%