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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
DZ Bank
351
DZ Bank
Germany
$196K +$186K +10,903 New
MAM
352
Meeder Asset Management
Ohio
$195K -$362K -21,186 -66%
MWA
353
Meridian Wealth Advisors
Texas
$194K
Fayez Sarofim & Co
354
Fayez Sarofim & Co
Texas
$192K
ETC
355
Exchange Traded Concepts
Oklahoma
$191K +$136K +7,957 +299%
FFM
356
Forum Financial Management
Illinois
$188K
FFG
357
Ford Financial Group
California
$187K +$103 +6 +0.1%
SF
358
Synovus Financial
Georgia
$186K +$325 +19 +0.2%
TRCT
359
Tower Research Capital (TRC)
New York
$184K -$306K -17,910 -64%
MG
360
Mather Group
Illinois
$182K +$173K +10,121 New
VanEck Associates
361
VanEck Associates
New York
$182K +$9.19K +537 +6%
PFM
362
Patton Fund Management
Texas
$180K +$171K +10,006 New
HRC
363
Hoertkorn Richard Charles
$180K +$171K +10,000 New
Dimensional Fund Advisors
364
Dimensional Fund Advisors
Texas
$163K +$8.22M +480,760 +6%
FNBOSM
365
First National Bank of South Miami
Florida
$160K
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$365K -21,358 -72%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$144K +$35.6K +2,083 +35%
BAM
368
Belpointe Asset Management
Nevada
$135K -$19.2K -1,121 -13%
USCWA
369
U.S. Capital Wealth Advisors
Texas
$132K +$126K +7,346 New
Bessemer Group
370
Bessemer Group
New Jersey
$124K -$33.4K -1,952 -22%
AS
371
Altshuler Shaham
Israel
$107K -$15.9K -932 -14%
Twin Tree Management
372
Twin Tree Management
Texas
$107K +$102K +5,951 New
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$107K -$301K -17,593 -75%
AIP
374
Ameritas Investment Partners
Nebraska
$106K
C
375
Covestor
United Kingdom
$101K +$11K +644 +13%