507 hedge funds and large institutions have $6.47B invested in Invesco in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
75
Increased
196
Reduced
185
Closed
71
Calls
$49.9M
Puts
$24.8M
Net Calls
+$25.1M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
401
HHM Wealth Advisors
Tennessee
$26K -$7.1K -450 -21%
CG
402
Curat Global
New Hampshire
$25.4K -$25.4K -1,610 -50%
OIA
403
Optimum Investment Advisors
Illinois
$25.2K
WSFS
404
Wilmington Savings Fund Society
Delaware
$23.6K -$7.74K -491 -25%
CA
405
Clearstead Advisors
Ohio
$23.2K -$20K -1,266 -46%
CBT
406
Crews Bank & Trust
Florida
$20.9K
MSE
407
MUFG Securities EMEA
United Kingdom
$20.8K +$20.8K +1,320 New
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$20.7K -$3.28K -208 -14%
PTC
409
Private Trust Company
Ohio
$20K -$1.36K -86 -6%
AS
410
Altshuler Shaham
Israel
$19.3K +$19.3K +1,224 New
IBOK
411
Independence Bank of Kentucky
Kentucky
$19.1K +$19.1K +1,210 New
OL
412
OneFund LLC
Florida
$19K +$19K +1,188 New
TWC
413
TD Waterhouse Canada
Ontario, Canada
$16.1K
MHR
414
Matthew Hamilton Rosenberg
$15K
NC
415
NewSquare Capital
Pennsylvania
$14.8K +$13.4K +850 +934%
GCM
416
Gables Capital Management
Florida
$14.7K
LFG
417
Larson Financial Group
Missouri
$14.3K +$7.32K +464 +105%
BBHC
418
Brown Brothers Harriman & Co
New York
$12.9K +$4.84K +307 +60%
MYIA
419
Mount Yale Investment Advisors
Colorado
$12.4K +$12.4K +788 New
SIC
420
Salem Investment Counselors
North Carolina
$11.8K
CT
421
Clearstead Trust
Maine
$11.5K +$11.5K +732 New
WT
422
Whittier Trust
California
$11.5K -$6.04K -383 -34%
OAJ
423
Ogorek Anthony Joseph
New York
$11K +$6.79K +431 +161%
BTI
424
Blue Trust Inc
Georgia
$10.6K -$6.28K -398 -37%
HWM
425
Hemington Wealth Management
Virginia
$10K +$1.69K +108 +20%