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519 hedge funds and large institutions have $4.85B invested in Invesco in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 172 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 172

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.81% less ownership

Funds ownership: 66.83%66.02% (-0.81%)

1% less funds holding

Funds holding: 524519 (-5)

32% less capital invested

Capital invested by funds: $7.17B → $4.85B (-$2.33B)

49% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $36.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
519
Holders Change
-5
Holders Change %
-0.95%
% of All Funds
8.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
66
Increased
203
Reduced
172
Closed
59
Calls
$18.6M
Puts
$36.5M
Net Calls
-$17.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
O
426
Ossiam
France
$20K +$23.1K +1,221 New
PTC
427
Private Trust Company
Ohio
$20K +$24K +1,267 New
CAL
428
Capital Analysts LLC
Pennsylvania
$18K -$5.45K -288 -20%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$18K -$435 -23 -2%
PFGIA
430
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$14.8K -781 -42%
Federated Hermes
431
Federated Hermes
Pennsylvania
$17K -$5.11K -270 -21%
AWM
432
Avondale Wealth Management
Texas
$17K
CA
433
CoreCap Advisors
Michigan
$17K +$19.9K +1,051 New
AF
434
Allworth Financial
California
$16K -$870 -46 -4%
MHR
435
Matthew Hamilton Rosenberg
$16K +$9.08K +480 +102%
EIP
436
Ellis Investment Partners
Pennsylvania
$16K +$18.9K +1,000 New
CT
437
Caldwell Trust
Florida
$13.7K
SPIA
438
Steward Partners Investment Advisory
New York
$13K
EW
439
Evoke Wealth
California
$13K +$2.71K +143 +22%
GCM
440
Gables Capital Management
Florida
$12K
SIC
441
Salem Investment Counselors
North Carolina
$12K
WT
442
Whittier Trust
California
$12K
ZB
443
Zions Bancorporation
Utah
$11K +$4.09K +216 +44%
OC
444
Oakworth Capital
Alabama
$10K -$4.52K -239 -27%
MAWCM
445
Mine & Arao Wealth Creation & Management
California
$10K
JWA
446
JFS Wealth Advisors
Pennsylvania
$9K -$4.73K -250 -31%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$9K +$3.75K +198 +59%
BEI
448
Benjamin Edwards Inc
Missouri
$9K +$4.84K +256 +85%
FCA
449
FinTrust Capital Advisors
South Carolina
$8K
FBT
450
First Bank & Trust
South Dakota
$8K