487 hedge funds and large institutions have $4.41B invested in Invesco in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 180 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
7.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
59
Increased
159
Reduced
180
Closed
43
Calls
$15.9M
Puts
$31.7M
Net Calls
-$15.8M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
401
Private Trust Company
Ohio
$18.4K
Bessemer Group
402
Bessemer Group
New Jersey
$18K -$6.42K -448 -26%
CFS
403
CGC Financial Services
Oregon
$16.8K
CP
404
Castleview Partners
Texas
$16.3K
PFBT
405
Parkside Financial Bank & Trust
Missouri
$15.5K +$523 +36 +3%
AWM
406
Avondale Wealth Management
Texas
$15.2K
ME
407
McIlrath & Eck
Washington
$15K
DA
408
Denali Advisors
California
$14.9K +$14.9K +1,027 New
CTC
409
Central Trust Company
Missouri
$14.5K
CIR
410
Clear Investment Research
Georgia
$14.5K
PB
411
Pinnacle Bancorp
Nebraska
$14.5K +$14.5K +1,000 New
SWM
412
Sugarloaf Wealth Management
Georgia
$14.1K
MHR
413
Matthew Hamilton Rosenberg
$13.8K
SS
414
Sunbelt Securities
Texas
$13.8K
GCM
415
Gables Capital Management
Florida
$13.6K
LC
416
Lindbrook Capital
California
$13K +$5.81K +400 +80%
EWA
417
EverSource Wealth Advisors
Alabama
$12.7K -$29.3K -2,020 -70%
JWA
418
JFS Wealth Advisors
Pennsylvania
$12.5K +$697 +48 +6%
RTC
419
Riverview Trust Company
Washington
$12.4K
FHA
420
First Horizon Advisors
Tennessee
$11.9K +$15 +1 +0.1%
SN
421
Sittner & Nelson
Oregon
$11.8K
WT
422
Whittier Trust
California
$11.6K +$566 +39 +5%
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$11.3K -$13.4K -920 -54%
SIC
424
Salem Investment Counselors
North Carolina
$10.9K
CI Investments Inc
425
CI Investments Inc
Ontario, Canada
$10K +$856 +59 +9%