We are live on ! Find out more

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
ASN
376
Advisory Services Network
Georgia
$68.8K +$55.6K +3,854 New
TPCW
377
TD Private Client Wealth
New York
$64.6K +$18.4K +1,273 +54%
PA
378
Parallel Advisors
California
$59.6K +$13.8K +959 +40%
HNB
379
Huntington National Bank
Ohio
$54.8K +$7.82K +542 +21%
Jones Financial Companies
380
Jones Financial Companies
Missouri
$52.5K +$11.1K +766 +35%
SCM
381
Silvant Capital Management
Georgia
$47.3K
EWA
382
EverSource Wealth Advisors
Alabama
$43.9K +$22.9K +1,589 +182%
AFWM
383
Abich Financial Wealth Management
Virginia
$43.2K +$34.9K +2,421 New
QL
384
Quarry LP
New York
$36.8K +$29.7K +2,060 New
PCM
385
Penserra Capital Management
California
$36K -$6.23K -432 -17%
PB
386
Pinnacle Bancorp
Nebraska
$35.7K +$14.4K +1,000 +100%
QCG
387
Quadrant Capital Group
Ohio
$35.4K +$7.01K +486 +32%
ADL
388
Asset Dedication LLC
California
$34K
OCM
389
Orion Capital Management
California
$30.3K
GCM
390
Gables Capital Management
Florida
$29.2K +$10.1K +700 +75%
Bessemer Group
391
Bessemer Group
New Jersey
$28K +$4.57K +317 +25%
DMBA
392
Deseret Mutual Benefit Administrators
Utah
$27.1K -$6.26K -434 -22%
CAL
393
Capital Analysts LLC
Pennsylvania
$27K -$5.09K -353 -19%
PTC
394
Private Trust Company
Ohio
$24.1K +$1.24K +86 +7%
DA
395
Denali Advisors
California
$23.9K +$4.47K +310 +30%
CFD
396
Creative Financial Designs
Indiana
$23K +$17.5K +1,212 +1,616%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$7.76K +538 +82%
CFS
398
CGC Financial Services
Oregon
$20.6K
CP
399
Castleview Partners
Texas
$20K
Federated Hermes
400
Federated Hermes
Pennsylvania
$20K -$106K -7,327 -87%