We are live on ! Find out more

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
PP
351
Prudential plc
United Kingdom
$196K +$5.66K +299 +3%
CWA
352
Centennial Wealth Advisory
Michigan
$196K +$230K +12,138 New
MM
353
MQS Management
New York
$196K +$230K +12,138 New
TRCT
354
Tower Research Capital (TRC)
New York
$193K -$932K -49,242 -80%
SM
355
Sciencast Management
New Jersey
$193K +$206K +10,902 New
CB
356
Commerce Bank
Missouri
$191K +$30.2K +1,598 +16%
RPCONE
357
Retirement Planning Company of New England
Rhode Island
$191K +$47.1K +2,488 +27%
CCM
358
Coldstream Capital Management
Washington
$188K +$220K +11,646 New
GT
359
Greenleaf Trust
Michigan
$187K +$20.6K +1,088 +10%
FFM
360
Forum Financial Management
Illinois
$187K +$21.5K +1,136 +11%
KRSITF
361
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$186K +$27.1K +1,430 +14%
CWA
362
Carolina Wealth Advisors
South Carolina
$183K +$35.5K +1,874 +20%
PCMC
363
Paragon Capital Management (Colorado)
Colorado
$183K +$215K +11,364 New
KeyBank National Association
364
KeyBank National Association
Ohio
$179K +$46K +2,429 +28%
MWA
365
Meridian Wealth Advisors
Texas
$174K
TVAMP
366
Tennessee Valley Asset Management Partners
Tennessee
$174K +$11K +580 +6%
MC
367
Moors & Cabot
Massachusetts
$174K +$28.6K +1,510 +16%
Fayez Sarofim & Co
368
Fayez Sarofim & Co
Texas
$172K
SSG
369
Summit Securities Group
New York
$171K +$6.91K +365 +4%
Pacer Advisors
370
Pacer Advisors
Pennsylvania
$170K -$6.14M -324,640 -97%
Cerity Partners
371
Cerity Partners
New York
$169K +$198K +10,472 New
FFG
372
Ford Financial Group
California
$167K +$530 +28 +0.3%
SF
373
Synovus Financial
Georgia
$165K +$359 +19 +0.2%
IC
374
IEQ Capital
California
$165K +$25.4K +1,340 +15%
Bessemer Group
375
Bessemer Group
New Jersey
$164K +$11.9K +631 +7%