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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
351
Nomura Asset Management
Japan
$183K -$1.39M -96,242 -90%
C
352
Covestor
United Kingdom
$183K +$67.9K +4,707 +84%
HRC
353
Hoertkorn Richard Charles
$178K
Fayez Sarofim & Co
354
Fayez Sarofim & Co
Texas
$170K
HI
355
Horizon Investments
North Carolina
$164K +$15.5K +1,073 +13%
Simplex Trading
356
Simplex Trading
Illinois
$161K +$130K +9,040 New
VanEck Associates
357
VanEck Associates
New York
$160K -$48.9K -3,386 -27%
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K -$197K -13,670 -61%
DekaBank Deutsche Girozentrale
359
DekaBank Deutsche Girozentrale
Germany
$152K -$667K -46,200 -85%
UCB
360
United Community Bank
South Carolina
$135K +$109K +7,584 New
AAM
361
Advisors Asset Management
Colorado
$115K +$83.6K +5,792 +899%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$112K +$765 +53 +0.9%
MA
363
MCF Advisors
Kentucky
$110K +$12.3K +855 +16%
Group One Trading
364
Group One Trading
Illinois
$109K +$88.1K +6,107 New
AIP
365
Ameritas Investment Partners
Nebraska
$99.9K
KI
366
Kapitalo Investimentos
Brazil
$98.4K -$118K -8,185 -60%
CG
367
Cutler Group
California
$98K +$79.5K +5,511 +551,100%
Capstone Investment Advisors
368
Capstone Investment Advisors
New York
$95.8K -$474K -32,869 -86%
OIA
369
Optimum Investment Advisors
Illinois
$94.6K
TWC
370
TD Waterhouse Canada
Ontario, Canada
$88.7K +$23.6K +1,637 +53%
QC
371
Quent Capital
New York
$84.9K -$6.17K -428 -8%
Asset Management One
372
Asset Management One
Japan
$78.6K -$2.27M -157,089 -97%
UM
373
UniSuper Management
Australia
$77.9K +$29.8K +2,067 +90%
Macquarie Group
374
Macquarie Group
Australia
$77K -$1.79M -124,296 -97%
GI
375
GAMMA Investing
California
$73K +$66.5K +4,611 New