We are live on ! Find out more

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
PA
376
Parallel Advisors
California
$95.6K +$4.51K +264 +5%
OIA
377
Optimum Investment Advisors
Illinois
$95.3K
NA
378
NewEdge Advisors
Louisiana
$92.8K +$91.3K +5,341 New
EI
379
Ellevest Inc
New York
$88.1K +$17.6K +1,029 +27%
MA
380
MCF Advisors
Kentucky
$76K +$5.7K +333 +9%
HFM
381
Harvest Fund Management
China
$76K +$39.1K +2,285 +118%
PPWM
382
PFG Private Wealth Management
Florida
$69K +$65.8K +3,845 New
NIC
383
Northwest Investment Counselors
Oregon
$68.8K -$2.99K -175 -4%
ASN
384
Advisory Services Network
Georgia
$63.3K +$60.2K +3,519 New
GBT
385
Grove Bank & Trust
Florida
$63K +$59.6K +3,482 New
NL
386
NVWM LLC
Pennsylvania
$61.6K
TWA
387
TCI Wealth Advisors
Arizona
$60.3K +$13.6K +796 +31%
TPCW
388
TD Private Client Wealth
New York
$58.5K +$667 +39 +1%
HNB
389
Huntington National Bank
Ohio
$58.4K -$18.4K -1,074 -25%
DCM
390
Dupont Capital Management
Delaware
$54.9K -$316K -18,451 -86%
FHA
391
First Horizon Advisors
Tennessee
$49.3K
SCM
392
Silvant Capital Management
Georgia
$47.7K
ONST
393
Old North State Trust
North Carolina
$47K +$16.5K +962 +58%
TWC
394
TD Waterhouse Canada
Ontario, Canada
$44.8K +$16.3K +952 +84%
RFG
395
RFP Financial Group
Georgia
$41.6K +$39.6K +2,314 New
FFA
396
Farther Finance Advisors
California
$36.9K +$35.1K +2,050 New
DMBA
397
Deseret Mutual Benefit Administrators
Utah
$36.8K -$34K -1,989 -49%
RBC
398
Romano Brothers & Co
Illinois
$36K +$34.2K +2,000 New
Loomis, Sayles & Company
399
Loomis, Sayles & Company
Massachusetts
$35K +$30.5K +1,785 +1,144%
EWA
400
EverSource Wealth Advisors
Alabama
$33.2K +$17.6K +1,027 +126%