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Invesco

549 hedge funds and large institutions have $8.95B invested in Invesco in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 170

7% more funds holding

Funds holding: 514549 (+35)

4.26% less ownership

Funds ownership: 91.7%87.44% (-4.3%)

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$205M
Puts
$59.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
326
Evoke Wealth
California
$390K
CI
327
CX Institutional
Indiana
$380K
IAA
328
Independent Advisor Alliance
North Carolina
$376K
NS
329
NBC Securities
Alabama
$373K
AC
330
AXQ Capital
New Jersey
$372K
TRCT
331
Tower Research Capital (TRC)
New York
$367K
Nomura Asset Management
332
Nomura Asset Management
Japan
$362K
DZ Bank
333
DZ Bank
Germany
$352K
HWM
334
HB Wealth Management
Georgia
$349K
ERIC
335
Eagle Rock Investment Company
Georgia
$348K
BIAS
336
Beacon Investment Advisory Services
New Jersey
$347K
PFM
337
Patton Fund Management
Texas
$347K
LGF
338
LGT Group Foundation
Liechtenstein
$338K
PCMC
339
Paragon Capital Management (Colorado)
Colorado
$331K
CFM
340
Catalyst Funds Management
Australia
$326K
AWA
341
Aaron Wealth Advisors
Illinois
$326K
HF
342
Holcombe Financial
Georgia
$323K
GAM
343
Generali Asset Management
Italy
$316K
EWA
344
EverSource Wealth Advisors
Alabama
$312K
VRS
345
Virginia Retirement Systems
Virginia
$305K
ECM
346
Everence Capital Management
Indiana
$305K
TCA
347
Transcend Capital Advisors
New Jersey
$301K
MWM
348
MinichMacGregor Wealth Management
New York
$299K
EW
349
Element Wealth
Mississippi
$299K
US Bancorp
350
US Bancorp
Minnesota
$295K