488 hedge funds and large institutions have $5.42B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.15%
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
157
Reduced
185
Closed
85
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
401
Central Trust Company
Missouri
$17.8K
CIR
402
Clear Investment Research
Georgia
$17.8K
LC
403
Lindbrook Capital
California
$17K +$999 +56 +6%
MHR
404
Matthew Hamilton Rosenberg
$16.9K
SS
405
Sunbelt Securities
Texas
$16.9K
EC
406
EdgeRock Capital
Colorado
$16.5K +$16.5K +1,042 New
PS
407
Principal Securities
Iowa
$15.5K +$15.5K +868 New
PFBT
408
Parkside Financial Bank & Trust
Missouri
$14.4K -$4.69K -263 -25%
WT
409
Whittier Trust
California
$13.6K -$696 -39 -5%
SIC
410
Salem Investment Counselors
North Carolina
$13.4K
AF
411
Allworth Financial
California
$12.7K -$13.7K -767 -52%
ODG
412
O'Dell Group
Ohio
$12.4K +$12.4K +696 New
NSG
413
Nalls Sherbakoff Group
Tennessee
$12.3K +$161 +9 +1%
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$12K -$249 -14 -2%
VL
415
Vima LLC
Michigan
$11.1K +$11.1K +623 New
Lazard Asset Management
416
Lazard Asset Management
New York
$11K +$2.21K +134 +25%
MWP
417
MYCIO Wealth Partners
Pennsylvania
$10.8K -$1.48K -83 -12%
MAWCM
418
Mine & Arao Wealth Creation & Management
California
$10.7K
UB
419
UMB Bank
Missouri
$10.3K
BTI
420
Blue Trust Inc
Georgia
$10K +$2.95K +207 +42%
FCA
421
FinTrust Capital Advisors
South Carolina
$9.9K
BIA
422
Bell Investment Advisors
California
$9.19K +$1.66K +93 +22%
GRP
423
Global Retirement Partners
California
$8.36K +$2.74K +162 +49%
PK
424
Pflug Koory
Nebraska
$8.03K
RTL
425
Red Tortoise LLC
Georgia
$7.96K