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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$19.1K -$8.24K -571 -35%
AWM
402
Avondale Wealth Management
Texas
$18.7K
VNA
403
Valley National Advisers
Pennsylvania
$18K +$8.73K +605 +138%
CTC
404
Central Trust Company
Missouri
$17.8K
CIR
405
Clear Investment Research
Georgia
$17.8K
LC
406
Lindbrook Capital
California
$17K +$808 +56 +6%
MHR
407
Matthew Hamilton Rosenberg
$16.9K
SS
408
Sunbelt Securities
Texas
$16.9K
EC
409
EdgeRock Capital
Colorado
$16.5K +$15K +1,042 New
PS
410
Principal Securities
Iowa
$15.5K +$12.5K +868 New
PFBT
411
Parkside Financial Bank & Trust
Missouri
$14.4K -$3.79K -263 -25%
WT
412
Whittier Trust
California
$13.6K -$563 -39 -5%
SIC
413
Salem Investment Counselors
North Carolina
$13.4K
AF
414
Allworth Financial
California
$12.7K -$11.1K -767 -52%
ODG
415
O'Dell Group
Ohio
$12.4K +$10K +696 New
NSG
416
Nalls Sherbakoff Group
Tennessee
$12.3K +$130 +9 +1%
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$12K -$202 -14 -2%
VL
418
Vima LLC
Michigan
$11.1K +$8.99K +623 New
Lazard Asset Management
419
Lazard Asset Management
New York
$11K +$1.93K +134 +25%
MWP
420
MYCIO Wealth Partners
Pennsylvania
$10.8K -$1.2K -83 -12%
MAWCM
421
Mine & Arao Wealth Creation & Management
California
$10.7K
UB
422
UMB Bank
Missouri
$10.3K
BTI
423
Blue Trust Inc
Georgia
$10K +$2.99K +207 +42%
FCA
424
FinTrust Capital Advisors
South Carolina
$9.9K
BIA
425
Bell Investment Advisors
California
$9.19K +$1.34K +93 +22%