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508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $4.42B → $5.55B (+$1.13B)

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 504508 (+4)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

1.1% less ownership

Funds ownership: 70.9%69.81% (-1.1%)

27% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $38.3M

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
171
Reduced
183
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
401
Asset Dedication LLC
California
$31K
BFEC
402
Benjamin F. Edwards & Company
Missouri
$31K
CAL
403
Capital Analysts LLC
Pennsylvania
$31K +$6.89K +403 +31%
OCM
404
Orion Capital Management
California
$30.6K
MCC
405
Money Concepts Capital
Florida
$30.4K +$17.3K +1,013 +150%
Federated Hermes
406
Federated Hermes
Pennsylvania
$28.2K -$149K -8,703 -85%
PTC
407
Private Trust Company
Ohio
$28K +$3.73K +218 +16%
QCG
408
Quadrant Capital Group
Ohio
$28K -$36.9K -2,159 -58%
QC
409
Quent Capital
New York
$27.7K +$1.49K +87 +6%
ME
410
McIlrath & Eck
Washington
$25.8K
HS
411
Horan Securities
United States
$22K +$120 +7 +0.6%
CP
412
Castleview Partners
Texas
$20.2K +$19.2K +1,123 New
AWM
413
Avondale Wealth Management
Texas
$18.9K
HCP
414
Hexagon Capital Partners
Arkansas
$18.2K +$3.06K +179 +21%
CIR
415
Clear Investment Research
Georgia
$18K
CTC
416
Central Trust Company
Missouri
$18K -$5.99K -350 -26%
SWM
417
Sugarloaf Wealth Management
Georgia
$17.4K
MHR
418
Matthew Hamilton Rosenberg
$17.1K
GCM
419
Gables Capital Management
Florida
$16.8K +$3.42K +200 +27%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$16.6K -$2.53K -148 -14%
JWA
421
JFS Wealth Advisors
Pennsylvania
$15.6K -$462 -27 -3%
EE
422
EWG Elevate
California
$15.3K +$14.5K +848 New
CT
423
Caldwell Trust
Florida
$15.2K
RTC
424
Riverview Trust Company
Washington
$15K +$14.6K +852 New
SPIA
425
Steward Partners Investment Advisory
New York
$14.8K