473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
401
Whittier Trust
California
$12.8K
SIC
402
Salem Investment Counselors
North Carolina
$12.6K
FCAG
403
First Capital Advisors Group
New Jersey
$12.6K +$12.6K +748 New
ODG
404
O'Dell Group
Ohio
$11.4K +$11.4K +679 New
MCM
405
MV Capital Management
Maryland
$11.3K +$555 +33 +5%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$11.2K -$1.48K -88 -12%
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$11K +$10.6K +605 +2,420%
OC
408
Oakworth Capital
Alabama
$10.9K
MAWCM
409
Mine & Arao Wealth Creation & Management
California
$10.1K
CWP
410
Concord Wealth Partners
Virginia
$10K +$7.08K +421 +239%
BTI
411
Blue Trust Inc
Georgia
$10K -$5.86K -352 -37%
SSG
412
Summit Securities Group
New York
$10K -$4.92K -294 -33%
NSG
413
Nalls Sherbakoff Group
Tennessee
$9.67K
UB
414
UMB Bank
Missouri
$9.67K
ZB
415
Zions Bancorporation
Utah
$9.58K +$3.45K +205 +56%
WWP
416
WR Wealth Planners
Missouri
$9.03K +$9.03K +537 New
SPIA
417
Steward Partners Investment Advisory
New York
$8.83K -$5.04K -300 -36%
LC
418
Lindbrook Capital
California
$8.36K -$4.77K -284 -36%
FCA
419
FinTrust Capital Advisors
South Carolina
$8.26K
HCP
420
Hexagon Capital Partners
Arkansas
$8.04K -$269 -16 -3%
PK
421
Pflug Koory
Nebraska
$7.57K
RTL
422
Red Tortoise LLC
Georgia
$7.5K
GRP
423
Global Retirement Partners
California
$6.14K -$1.28K -76 -17%
VCM
424
Versant Capital Management
Arizona
$6.02K +$1.61K +96 +37%
PIAS
425
PCA Investment Advisory Services
Ohio
$5.88K +$5.88K +350 New