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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
DWT
326
Dorsey & Whitney Trust
South Dakota
$231K -$15.1K -1,045 -7%
OFG
327
Oxford Financial Group
Indiana
$231K +$2.47K +171 +1%
MC
328
Moors & Cabot
Massachusetts
$230K +$186K +12,878 New
Credit Agricole
329
Credit Agricole
France
$227K +$123K +8,498 +201%
CT
330
Caldwell Trust
Florida
$227K +$56.6K +3,925 +45%
MWM
331
Modera Wealth Management
New Jersey
$221K -$16.8K -1,162 -9%
IAMOG
332
Investors Asset Management of Georgia
Georgia
$215K +$274 +19 +0.2%
FAF
333
Fjarde Ap-fonden
Sweden
$215K -$1.81M -125,158 -91%
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$215K -$273K -18,947 -61%
NCM
335
Novare Capital Management
North Carolina
$214K -$36.1K -2,500 -17%
HI
336
Harbour Investments
Wisconsin
$211K +$2.31K +160 +1%
VSQM
337
V-Square Quantitative Management
Illinois
$210K -$29.9K -2,069 -15%
FI
338
FJ Investments
Utah
$210K +$170K +11,750 New
VWA
339
Visionary Wealth Advisors
Illinois
$205K -$7.18K -498 -4%
VF
340
VitalStone Financial
Texas
$201K +$162K +11,247 New
PWM
341
Perigon Wealth Management
California
$201K -$4.56K -316 -3%
MG
342
Meritage Group
California
$200K +$162K +11,238 New
IF
343
IRON Financial
Illinois
$198K -$7.86K -545 -5%
PIA
344
Perennial Investment Advisors
California
$196K +$158K +10,972 New
BNP Paribas Asset Management
345
BNP Paribas Asset Management
France
$195K -$13.8M -955,349 -99%
CFG
346
Cooper Financial Group
California
$195K +$3.81K +264 +2%
DTL
347
Dynamic Technology Lab
Singapore
$193K +$156K +10,825 New
MWA
348
Meridian Wealth Advisors
Texas
$193K
VCA
349
Verdence Capital Advisors
Maryland
$192K -$135K -9,366 -47%
MAM
350
Meeder Asset Management
Ohio
$190K