488 hedge funds and large institutions have $5.42B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.15%
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
157
Reduced
185
Closed
85
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
376
Huntington National Bank
Ohio
$54.8K +$9.67K +542 +21%
Jones Financial Companies
377
Jones Financial Companies
Missouri
$52.5K +$13.7K +766 +35%
SCM
378
Silvant Capital Management
Georgia
$47.3K
EWA
379
EverSource Wealth Advisors
Alabama
$43.9K +$28.3K +1,589 +182%
AFWM
380
Abich Financial Wealth Management
Virginia
$43.2K +$43.2K +2,421 New
QL
381
Quarry LP
New York
$36.8K +$36.8K +2,060 New
PCM
382
Penserra Capital Management
California
$36K -$7.61K -432 -17%
PB
383
Pinnacle Bancorp
Nebraska
$35.7K +$17.8K +1,000 +100%
QCG
384
Quadrant Capital Group
Ohio
$35.4K +$8.67K +486 +32%
ADL
385
Asset Dedication LLC
California
$34K
OCM
386
Orion Capital Management
California
$30.3K
GCM
387
Gables Capital Management
Florida
$29.2K +$12.5K +700 +75%
Bessemer Group
388
Bessemer Group
New Jersey
$28K +$5.64K +317 +25%
DMBA
389
Deseret Mutual Benefit Administrators
Utah
$27.1K -$7.74K -434 -22%
CAL
390
Capital Analysts LLC
Pennsylvania
$27K -$6.27K -353 -19%
PTC
391
Private Trust Company
Ohio
$24.1K +$1.53K +86 +7%
DA
392
Denali Advisors
California
$23.9K +$5.53K +310 +30%
CFD
393
Creative Financial Designs
Indiana
$23K +$21.6K +1,212 +1,616%
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$9.6K +538 +82%
CFS
395
CGC Financial Services
Oregon
$20.6K
CP
396
Castleview Partners
Texas
$20K
Federated Hermes
397
Federated Hermes
Pennsylvania
$20K -$131K -7,327 -87%
SPIA
398
Steward Partners Investment Advisory
New York
$19.1K -$10.2K -571 -35%
AWM
399
Avondale Wealth Management
Texas
$18.7K
VNA
400
Valley National Advisers
Pennsylvania
$18K +$10.4K +605 +138%