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519 hedge funds and large institutions have $4.85B invested in Invesco in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 172 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 172

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.81% less ownership

Funds ownership: 66.83%66.02% (-0.81%)

1% less funds holding

Funds holding: 524519 (-5)

32% less capital invested

Capital invested by funds: $7.17B → $4.85B (-$2.33B)

49% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $36.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
519
Holders Change
-5
Holders Change %
-0.95%
% of All Funds
8.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
66
Increased
203
Reduced
172
Closed
59
Calls
$18.6M
Puts
$36.5M
Net Calls
-$17.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SignatureFD
Georgia
$244K +$50.5K +2,669 +21%
PFO
327
Pathstone Family Office
New Jersey
$244K +$13.3K +705 +5%
BPA
328
Beacon Pointe Advisors
California
$242K -$106K -5,619 -27%
CCP
329
Corient Capital Partners
California
$240K -$112K -5,910 -28%
CAM
330
Carret Asset Management
New York
$239K
Jane Street
331
Jane Street
New York
$238K -$272K -14,370 -49%
RE
332
RBC Europe
United Kingdom
$238K -$9.46K -500 -3%
Twin Tree Management
333
Twin Tree Management
Texas
$237K -$559K -29,535 -67%
LI
334
LVZ Inc
Michigan
$236K +$33.8K +1,785 +14%
NCM
335
Novare Capital Management
North Carolina
$234K
VCA
336
Verdence Capital Advisors
Maryland
$232K +$12.2K +644 +5%
KPWS
337
Kestra Private Wealth Services
Texas
$231K -$36K -1,901 -12%
PP
338
Paloma Partners
Connecticut
$229K +$269K +14,200 New
APG Asset Management
339
APG Asset Management
Netherlands
$224K -$62.4K -3,300 -19%
IAMOG
340
Investors Asset Management of Georgia
Georgia
$224K +$11.5K +610 +5%
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$219K +$25.7K +1,357 +11%
BCM
342
Bayesian Capital Management
New York
$219K +$257K +13,600 New
DWT
343
Dorsey & Whitney Trust
South Dakota
$216K -$32.6K -1,725 -11%
RPCA
344
Running Point Capital Advisors
California
$210K -$3.99K -211 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
345
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$202K -$520K -27,491 -69%
LWAC
346
Laurel Wealth Advisors (California)
California
$202K -$96.5K -5,100 -29%
USAA
347
United Services Automobile Association
Texas
$202K +$236K +12,496 New
William Blair Investment Management
348
William Blair Investment Management
Illinois
$198K -$138K -7,282 -37%
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$198K +$44.6K +2,360 +24%
KFGK
350
Keystone Financial Group (Kentucky)
Kentucky
$196K +$643 +34 +0.3%