473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
376
Capital Analysts LLC
Pennsylvania
$29K -$2.14K -129 -7%
ADL
377
Asset Dedication LLC
California
$29K
CSPIA
378
Cary Street Partners Investment Advisory
Virginia
$28.6K +$28.6K +1,700 New
QC
379
Quent Capital
New York
$25.9K
QCG
380
Quadrant Capital Group
Ohio
$24.8K -$2.59K -154 -9%
PTC
381
Private Trust Company
Ohio
$21.3K
HS
382
Horan Securities
United States
$20.8K +$151 +9 +0.7%
Federated Hermes
383
Federated Hermes
Pennsylvania
$20.8K -$1.21K -72 -5%
CFS
384
CGC Financial Services
Oregon
$19.4K +$19.4K +1,155 New
CP
385
Castleview Partners
Texas
$18.9K
AWM
386
Avondale Wealth Management
Texas
$17.7K
PFBT
387
Parkside Financial Bank & Trust
Missouri
$17.4K +$757 +45 +5%
ME
388
McIlrath & Eck
Washington
$17.3K -$6.76K -402 -28%
CTC
389
Central Trust Company
Missouri
$16.8K
CIR
390
Clear Investment Research
Georgia
$16.8K
SWM
391
Sugarloaf Wealth Management
Georgia
$16.3K
IGWM
392
ICA Group Wealth Management
Colorado
$16.2K +$50 +3 +0.3%
MHR
393
Matthew Hamilton Rosenberg
$16K
SS
394
Sunbelt Securities
Texas
$16K
GCM
395
Gables Capital Management
Florida
$15.7K
RTC
396
Riverview Trust Company
Washington
$14.3K
FHA
397
First Horizon Advisors
Tennessee
$13.8K -$32.3K -1,920 -70%
SN
398
Sittner & Nelson
Oregon
$13.6K
JWA
399
JFS Wealth Advisors
Pennsylvania
$13.6K +$319 +19 +2%
AS
400
AM Squared
Hong Kong
$13.4K +$13.4K +800 New