491 hedge funds and large institutions have $5.01B invested in Invesco in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 164 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
65
Increased
183
Reduced
164
Closed
57
Calls
$25.8M
Puts
$112M
Net Calls
-$85.9M
Net Calls Change
-$90.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CP
401
Castleview Partners
Texas
$18.6K
CTC
402
Central Trust Company
Missouri
$18.6K +$2.04K +123 +12%
SPIA
403
Steward Partners Investment Advisory
New York
$17.8K
AWM
404
Avondale Wealth Management
Texas
$17.4K
ME
405
McIlrath & Eck
Washington
$17.1K +$17.1K +1,032 New
VNA
406
Valley National Advisers
Pennsylvania
$17K
CIR
407
Clear Investment Research
Georgia
$16.6K
OPTFSNA
408
Old Point Trust & Financial Services N A
Virginia
$16.6K +$16.6K +1,000 New
CFD
409
Creative Financial Designs
Indiana
$16.3K -$5.06K -305 -24%
SS
410
Sunbelt Securities
Texas
$15.7K
MHR
411
Matthew Hamilton Rosenberg
$15.7K
LC
412
Lindbrook Capital
California
$15.6K -$166 -10 -1%
Federated Hermes
413
Federated Hermes
Pennsylvania
$13.6K -$4.98K -300 -27%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$13.4K
NIC
415
Northwest Investment Counselors
Oregon
$12.6K +$12.6K +757 New
SIC
416
Salem Investment Counselors
North Carolina
$12.4K
AssetMark Inc
417
AssetMark Inc
California
$11.5K +$11.5K +691 New
WT
418
Whittier Trust
California
$11.3K -$1.33K -80 -10%
AF
419
Allworth Financial
California
$10.3K -$1.46K -88 -12%
SAM
420
Smartleaf Asset Management
Massachusetts
$10K +$4.87K +296 +94%
UB
421
UMB Bank
Missouri
$9.84K +$299 +18 +3%
VWM
422
Venturi Wealth Management
Texas
$9.67K +$7.02K +423 +264%
CA
423
Continuum Advisory
Idaho
$9.35K +$9.35K +615 New
FCA
424
FinTrust Capital Advisors
South Carolina
$9.21K
CA
425
CoreCap Advisors
Michigan
$8.56K +$8.56K +516 New