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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
SPC
326
Sigma Planning Corp
Michigan
$272K -$1.8K -105 -0.7%
MAS
327
Meeder Advisory Services
Ohio
$271K +$257K +15,052 New
TMAM
328
Tokio Marine Asset Management
Japan
$270K -$18.2K -1,066 -7%
DWT
329
Dorsey & Whitney Trust
South Dakota
$267K +$10.6K +618 +4%
VWA
330
Visionary Wealth Advisors
Illinois
$262K -$37.6K -2,200 -13%
NCM
331
Novare Capital Management
North Carolina
$261K
ONB
332
Old National Bancorp
Indiana
$259K
BPA
333
Beacon Pointe Advisors
California
$252K -$17.6K -1,031 -7%
IAMOG
334
Investors Asset Management of Georgia
Georgia
$239K +$4.51K +264 +2%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$235K +$38.5K +2,249 +21%
KFGK
336
Keystone Financial Group (Kentucky)
Kentucky
$234K -$1.03K -60 -0.5%
RPCA
337
Running Point Capital Advisors
California
$234K
CAM
338
Carret Asset Management
New York
$229K -$35.1K -2,050 -14%
CG
339
Cutler Group
California
$228K -$124K -7,252 -36%
VCA
340
Verdence Capital Advisors
Maryland
$227K -$125K -7,303 -37%
Arrowstreet Capital
341
Arrowstreet Capital
Massachusetts
$227K -$4.08M -238,526 -95%
USAA
342
United Services Automobile Association
Texas
$225K +$214K +12,496 New
CCM
343
Coldstream Capital Management
Washington
$215K +$204K +11,953 New
CB
344
Commerce Bank
Missouri
$207K +$3.9K +228 +2%
LWAC
345
Laurel Wealth Advisors (California)
California
$204K +$194K +11,360 New
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$202K -$18.9K -1,103 -9%
S
347
SignatureFD
Georgia
$199K -$39.8K -2,325 -17%
PCMC
348
Paragon Capital Management (Colorado)
Colorado
$199K
MC
349
Moors & Cabot
Massachusetts
$199K -$47K -2,750 -20%
TSS
350
Two Sigma Securities
New York
$197K -$456K -26,657 -71%