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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
KBC Group
376
KBC Group
Belgium
$156K
BAM
377
Belpointe Asset Management
Nevada
$152K
FNBOSM
378
First National Bank of South Miami
Florida
$151K +$51.1K +2,703 +40%
FMLI
379
Fukoku Mutual Life Insurance
Japan
$139K
AssetMark Inc
380
AssetMark Inc
California
$135K +$125K +6,581 +370%
AS
381
Altshuler Shaham
Israel
$124K +$3.77K +199 +3%
BCV
382
Banque Cantonale Vaudoise
Switzerland
$121K
MA
383
MUFG Americas
New York
$114K -$64.6K -3,415 -33%
FPS
384
Fieldpoint Private Securities
Connecticut
$113K -$8.32K -440 -6%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$110K +$26.7K +1,413 +26%
PA
386
Parallel Advisors
California
$109K +$32.2K +1,703 +34%
HFM
387
Harvest Fund Management
China
$106K
VanEck Associates
388
VanEck Associates
New York
$91K +$26.6K +1,405 +33%
OIA
389
Optimum Investment Advisors
Illinois
$85K
NIC
390
Northwest Investment Counselors
Oregon
$79K
EWA
391
EverSource Wealth Advisors
Alabama
$75K +$77.1K +4,075 +693%
AIP
392
Ameritas Investment Partners
Nebraska
$74K
EI
393
Ellevest Inc
New York
$73K +$45.1K +2,385 +112%
HNB
394
Huntington National Bank
Ohio
$71K -$23.2K -1,227 -22%
DMBA
395
Deseret Mutual Benefit Administrators
Utah
$65K
PFS
396
Prospera Financial Services
Texas
$63K -$15.5K -818 -17%
TPCW
397
TD Private Client Wealth
New York
$57.3K -$4.05K -214 -6%
LIM
398
Longfellow Investment Management
Massachusetts
$56K
NL
399
NVWM LLC
Pennsylvania
$55K
QCG
400
Quadrant Capital Group
Ohio
$53K +$31.1K +1,642 +100%