517 hedge funds and large institutions have $7.02B invested in Invesco in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 160 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+33
Holders Change %
+6.82%
% of All Funds
6.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
195
Reduced
160
Closed
44
Calls
$42.1M
Puts
$399M
Net Calls
-$357M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
351
M&T Bank
New York
$216K -$32.6K -1,863 -13%
LI
352
LifeWealth Investments
Florida
$215K +$215K +12,318 New
CA
353
Claro Advisors
Massachusetts
$215K -$67.1K -3,836 -24%
Natixis Advisors
354
Natixis Advisors
Massachusetts
$214K +$214K +12,234 New
SFC
355
SYM Financial Corp
Indiana
$210K +$210K +12,029 New
NCM
356
Novare Capital Management
North Carolina
$210K
CB
357
Commerce Bank
Missouri
$209K +$6.12K +350 +3%
EWA
358
EP Wealth Advisors
California
$204K +$19.4K +1,107 +10%
IF
359
IRON Financial
Illinois
$202K +$5.94K +340 +3%
HI
360
Harbour Investments
Wisconsin
$202K -$1.45K -83 -0.7%
SAM
361
Shell Asset Management
Netherlands
$202K
MF
362
Magnetar Financial
Illinois
$199K +$489 +28 +0.2%
PWM
363
Perigon Wealth Management
California
$198K +$6.58K +390 +3%
AAS
364
Avantax Advisory Services
Texas
$195K +$12.4K +710 +7%
CCM
365
Coldstream Capital Management
Washington
$194K +$4.58K +262 +2%
PCM
366
Prelude Capital Management
New York
$193K +$193K +11,020 New
SG Americas Securities
367
SG Americas Securities
New York
$191K -$189K -10,789 -50%
CI
368
CX Institutional
Indiana
$189K +$189K +10,802 New
MWA
369
Meridian Wealth Advisors
Texas
$189K
XT
370
XTX Topco
Cayman Islands
$187K -$612K -35,014 -77%
MC
371
Moors & Cabot
Massachusetts
$184K -$28K -1,604 -13%
PAM
372
Panagora Asset Management
Massachusetts
$177K +$177K +10,110 New
PAG
373
Poinciana Advisors Group
Florida
$175K +$175K +10,001 New
Capstone Investment Advisors
374
Capstone Investment Advisors
New York
$173K -$153K -8,737 -47%
DekaBank Deutsche Girozentrale
375
DekaBank Deutsche Girozentrale
Germany
$166K