We are live on ! Find out more

519 hedge funds and large institutions have $4.85B invested in Invesco in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 172 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 172

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.81% less ownership

Funds ownership: 66.83%66.02% (-0.81%)

1% less funds holding

Funds holding: 524519 (-5)

32% less capital invested

Capital invested by funds: $7.17B → $4.85B (-$2.33B)

49% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $36.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
519
Holders Change
-5
Holders Change %
-0.95%
% of All Funds
8.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
66
Increased
203
Reduced
172
Closed
59
Calls
$18.6M
Puts
$36.5M
Net Calls
-$17.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
401
Riverview Trust Company
Washington
$48K +$56.7K +2,999 New
SCM
402
Silvant Capital Management
Georgia
$43K
FHA
403
First Horizon Advisors
Tennessee
$43K +$36.8K +1,947 +264%
TWA
404
TCI Wealth Advisors
Arizona
$42K -$322 -17 -0.6%
SIM
405
Sentry Investment Management
Wisconsin
$36K +$42.3K +2,238 New
APA
406
American Portfolios Advisors
New York
$36K +$12K +632 +40%
PCG
407
Private Capital Group
Connecticut
$34K -$2.29K -121 -5%
AF
408
Advisornet Financial
Minnesota
$32K -$17.5K -925 -32%
SSB
409
Sandy Spring Bank
Maryland
$32K
ETC
410
Exchange Traded Concepts
Oklahoma
$32K +$37.7K +1,995 New
CWP
411
Concord Wealth Partners
Virginia
$30K -$2.06K -109 -6%
BFEC
412
Benjamin F. Edwards & Company
Missouri
$28K +$33.1K +1,750 New
ADL
413
Asset Dedication LLC
California
$27K
OCM
414
Orion Capital Management
California
$27K
MA
415
MCF Advisors
Kentucky
$24K +$1.08K +57 +4%
DCM
416
Dupont Capital Management
Delaware
$23K -$4.31K -228 -14%
QC
417
Quent Capital
New York
$23K -$4.2K -222 -14%
ME
418
McIlrath & Eck
Washington
$23K
GRP
419
Global Retirement Partners
California
$22K -$359 -19 -1%
CTC
420
Central Trust Company
Missouri
$22K
MUMSS
421
Mitsubishi UFJ Morgan Stanley Securities
Japan
$22K
TWC
422
TD Waterhouse Canada
Ontario, Canada
$21.2K -$181K -9,560 -91%
PFA
423
Professional Financial Advisors
Nebraska
$21K
ODG
424
O'Dell Group
Ohio
$21K +$246 +13 +1%
Creative Planning
425
Creative Planning
Kansas
$20K -$152K -8,026 -87%