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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
Aaron Wealth Advisors
Illinois
$301K +$88.2K +3,372 +37%
AB
402
ANB Bank
Colorado
$299K +$9.81K +375 +3%
JTWM
403
Jackson Thornton Wealth Management
Alabama
$299K +$18.2K +697 +6%
MSA
404
MUFG Securities Americas
New York
$298K +$7.72K +295 +2%
UCB
405
United Community Bank
South Carolina
$295K +$11.6K +444 +4%
CIA
406
Caerus Investment Advisors
Texas
$293K -$32.9K -1,258 -9%
SAM
407
Securian Asset Management
Minnesota
$292K -$2.62K -100 -0.8%
AA
408
AlphaCentric Advisors
Puerto Rico
$290K +$130K +4,953 +71%
S
409
SignatureFD
Georgia
$288K +$40.3K +1,541 +15%
IFG
410
Independent Financial Group
California
$288K
Lido Advisors
411
Lido Advisors
California
$285K +$307K +11,742 New
BCI
412
Brinker Capital Investments
Pennsylvania
$285K +$41.7K +1,595 +16%
VA
413
VestGen Advisors
Illinois
$283K +$261K +9,973 New
RWM
414
Ritholtz Wealth Management
New York
$276K +$50.6K +1,936 +21%
QFW
415
QTR Family Wealth
Florida
$275K +$291K +11,126 New
KFS
416
Keynote Financial Services
Connecticut
$273K -$13.1K -500 -4%
MFS
417
Mirabella Financial Services
United Kingdom
$270K -$353K -13,482 -55%
LGF
418
LGT Group Foundation
Liechtenstein
$269K -$43.4K -1,660 -13%
OL
419
Optas LLC
Texas
$264K +$285K +10,876 New
VSQM
420
V-Square Quantitative Management
Illinois
$259K +$2.48K +95 +0.9%
CCA
421
Carrera Capital Advisors
Michigan
$259K -$21.4K -817 -7%
NDSIB
422
North Dakota State Investment Board
North Dakota
$258K -$46.2K -1,766 -14%
OL
423
Odyssean LLC
Connecticut
$252K +$272K +10,391 New
Simplex Trading
424
Simplex Trading
Illinois
$250K -$1.17M -44,704 -81%
SCA
425
Stonebridge Capital Advisors
Minnesota
$250K -$21.6K -825 -7%