517 hedge funds and large institutions have $7.02B invested in Invesco in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 160 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+33
Holders Change %
+6.82%
% of All Funds
6.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
195
Reduced
160
Closed
44
Calls
$42.1M
Puts
$399M
Net Calls
-$357M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
401
Principal Securities
Iowa
$43.4K -$1.89K -108 -4%
ACM
402
Aster Capital Management
United Arab Emirates
$41.6K +$26.8K +1,531 +181%
CT
403
Colonial Trust
South Carolina
$37.9K +$37.9K +2,171 New
HWA
404
HHM Wealth Advisors
Tennessee
$36.8K -$5.12K -293 -12%
PB
405
Pinnacle Bancorp
Nebraska
$35K
WSFS
406
Wilmington Savings Fund Society
Delaware
$34.7K
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$34K +$13.8K +803 +69%
DMBA
408
Deseret Mutual Benefit Administrators
Utah
$31.9K
SIM
409
Sentry Investment Management
Wisconsin
$31K -$5.05K -285 -14%
UB
410
UMB Bank
Missouri
$30.9K +$4.89K +280 +19%
MCM
411
Manchester Capital Management
Vermont
$29.9K -$332 -19 -1%
OIA
412
Optimum Investment Advisors
Illinois
$28K
AWM
413
Avior Wealth Management
Nebraska
$27.3K +$192 +11 +0.7%
WT
414
Whittier Trust
California
$27K
PTC
415
Private Trust Company
Ohio
$23.7K
VWM
416
Venturi Wealth Management
Texas
$22.4K +$11.8K +677 +112%
IA
417
IFP Advisors
Florida
$22.1K +$12.6K +718 +132%
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$22K
CP
419
Castleview Partners
Texas
$19.8K
CTC
420
Central Trust Company
Missouri
$19.6K
SAM
421
Smartleaf Asset Management
Massachusetts
$19.1K +$4.06K +232 +27%
PCM
422
Penserra Capital Management
California
$19K +$19K +1,137 New
CH
423
Cromwell Holdings
Wyoming
$17.5K
TWC
424
TD Waterhouse Canada
Ontario, Canada
$17.5K
QCG
425
Quadrant Capital Group
Ohio
$16.8K -$1.1K -63 -6%