504 hedge funds and large institutions have $5.54B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 182 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
8.13%
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
169
Reduced
182
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
Fayez Sarofim & Co
351
Fayez Sarofim & Co
Texas
$192K
ETC
352
Exchange Traded Concepts
Oklahoma
$191K +$143K +7,957 +299%
FFM
353
Forum Financial Management
Illinois
$188K
FFG
354
Ford Financial Group
California
$187K +$108 +6 +0.1%
SF
355
Synovus Financial
Georgia
$186K +$342 +19 +0.2%
TRCT
356
Tower Research Capital (TRC)
New York
$184K -$322K -17,910 -64%
MG
357
Mather Group
Illinois
$182K +$182K +10,121 New
VanEck Associates
358
VanEck Associates
New York
$182K +$9.68K +537 +6%
PFM
359
Patton Fund Management
Texas
$180K +$180K +10,006 New
HRC
360
Hoertkorn Richard Charles
$180K +$180K +10,000 New
Dimensional Fund Advisors
361
Dimensional Fund Advisors
Texas
$163K +$8.65K +480,760 +6%
FNBOSM
362
First National Bank of South Miami
Florida
$160K
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$384K -21,358 -72%
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$144K +$37.3K +2,083 +35%
BAM
365
Belpointe Asset Management
Nevada
$135K -$20.2K -1,121 -13%
USCWA
366
U.S. Capital Wealth Advisors
Texas
$132K +$132K +7,346 New
Bessemer Group
367
Bessemer Group
New Jersey
$124K -$35K -1,952 -22%
AS
368
Altshuler Shaham
Israel
$107K -$16.8K -932 -14%
Twin Tree Management
369
Twin Tree Management
Texas
$107K +$107K +5,951 New
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$107K -$314K -17,593 -75%
AIP
371
Ameritas Investment Partners
Nebraska
$106K
C
372
Covestor
United Kingdom
$101K +$11.6K +644 +13%
PA
373
Parallel Advisors
California
$95.6K +$4.75K +264 +5%
OIA
374
Optimum Investment Advisors
Illinois
$95.3K
NA
375
NewEdge Advisors
Louisiana
$92.8K +$92.8K +5,341 New