517 hedge funds and large institutions have $7.02B invested in Invesco in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 160 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+33
Holders Change %
+6.82%
% of All Funds
6.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
195
Reduced
160
Closed
44
Calls
$42.1M
Puts
$399M
Net Calls
-$357M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Shares
Change %
ERIC
326
Eagle Rock Investment Company
Georgia
$265K
HT
327
Headlands Technologies
Illinois
$265K +$173K +9,870 +187%
BC
328
Burney Company
Virginia
$253K +$61.4K +3,513 +32%
MCM
329
Moore Capital Management
New York
$250K +$250K +14,278 New
Nomura Asset Management
330
Nomura Asset Management
Japan
$249K +$23.9K +1,367 +11%
HF
331
Holcombe Financial
Georgia
$246K +$246K +14,080 New
GT
332
Greenleaf Trust
Michigan
$245K -$6.24K -357 -2%
FPAS
333
Focus Partners Advisor Solutions
Missouri
$239K +$239K +13,677 New
SCA
334
Stonebridge Capital Advisors
Minnesota
$238K -$2.27K -130 -0.9%
OR
335
Olympiad Research
Connecticut
$237K +$237K +13,560 New
TC
336
TownSquare Capital
Utah
$234K +$234K +13,375 New
DWT
337
Dorsey & Whitney Trust
South Dakota
$233K +$8.43K +482 +4%
ECM
338
Everence Capital Management
Indiana
$233K +$233K +13,310 New
KFGK
339
Keystone Financial Group (Kentucky)
Kentucky
$226K -$909 -52 -0.4%
AF
340
Allworth Financial
California
$225K +$183K +10,527 +439%
US Bancorp
341
US Bancorp
Minnesota
$224K -$46.2K -2,644 -17%
ACP
342
Aviance Capital Partners
Florida
$224K -$966K -55,289 -81%
VSQM
343
V-Square Quantitative Management
Illinois
$224K -$27.9K -1,596 -11%
OFG
344
Oxford Financial Group
Indiana
$223K -$2.95K -169 -1%
USAA
345
United Services Automobile Association
Texas
$222K
GAM
346
Generali Asset Management
Italy
$222K +$222K +12,672 New
NA
347
NewEdge Advisors
Louisiana
$220K +$217K +12,387 +7,119%
UCFA
348
United Capital Financial Advisors
Texas
$219K -$7.81K -447 -3%
CPA
349
Capital Performance Advisors
California
$218K +$87.5K +5,003 +67%
Envestnet Asset Management
350
Envestnet Asset Management
Illinois
$217K -$5.05K -289 -2%