484 hedge funds and large institutions have $6.78B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+13
Holders Change %
+2.76%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
194
Reduced
153
Closed
49
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
376
Sentry Investment Management
Wisconsin
$36K
PB
377
Pinnacle Bancorp
Nebraska
$35.1K
WSFS
378
Wilmington Savings Fund Society
Delaware
$34.9K +$34.9K +1,985 New
Kovitz Investment Group Partners
379
Kovitz Investment Group Partners
Illinois
$33.4K +$33.4K +15,211 New
DMBA
380
Deseret Mutual Benefit Administrators
Utah
$32K +$5.32K +303 +20%
MCM
381
Manchester Capital Management
Vermont
$30.4K +$8.82K +502 +41%
ADL
382
Asset Dedication LLC
California
$29.9K -$3.51K -200 -11%
GCM
383
Gables Capital Management
Florida
$28.7K
EWA
384
EverSource Wealth Advisors
Alabama
$28.1K -$12.5K -709 -31%
OIA
385
Optimum Investment Advisors
Illinois
$28.1K -$33.4K -1,900 -54%
AWM
386
Avior Wealth Management
Nebraska
$27.2K +$22.6K +1,285 +485%
WT
387
Whittier Trust
California
$27.1K
UB
388
UMB Bank
Missouri
$26.2K
NB
389
NBT Bank
New York
$25.9K +$25.9K +1,473 New
PTC
390
Private Trust Company
Ohio
$23.8K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$22.1K +$193 +11 +0.9%
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$21K +$10.1K +564 +93%
EC
393
Elequin Capital
New York
$20.2K +$20.2K +1,153 New
CTC
394
Central Trust Company
Missouri
$19.7K
CP
395
Castleview Partners
Texas
$19.7K
SS
396
Sunbelt Securities
Texas
$18.3K
ME
397
McIlrath & Eck
Washington
$18.1K
QCG
398
Quadrant Capital Group
Ohio
$18K +$562 +32 +3%
CH
399
Cromwell Holdings
Wyoming
$17.6K
CIR
400
Clear Investment Research
Georgia
$17.6K