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508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $4.42B → $5.55B (+$1.13B)

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 504508 (+4)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

1.1% less ownership

Funds ownership: 70.9%69.81% (-1.1%)

27% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $38.3M

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
171
Reduced
183
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$13.7K
IGWM
427
ICA Group Wealth Management
Colorado
$13.7K +$13K +760 New
SIC
428
Salem Investment Counselors
North Carolina
$13.5K
MUMSS
429
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K -$12K -700 -50%
PP
430
PrairieView Partners
Minnesota
$12K +$12K +700 New
OC
431
Oakworth Capital
Alabama
$11.7K
MCM
432
MV Capital Management
Maryland
$11.6K +$10.2K +594 +1,121%
CWP
433
Concord Wealth Partners
Virginia
$11.6K +$11K +643 New
MAWCM
434
Mine & Arao Wealth Creation & Management
California
$10.8K
UB
435
UMB Bank
Missouri
$10K
BEI
436
Benjamin Edwards Inc
Missouri
$10K +$86 +5 +0.9%
CA
437
CoreCap Advisors
Michigan
$9.71K +$9.24K +540 New
AWM
438
Accurate Wealth Management
Florida
$9.16K +$8.02K +469 New
RTL
439
Red Tortoise LLC
Georgia
$8.85K +$8.41K +492 New
BWM
440
BerganKDV Wealth Management
Minnesota
$8.28K
FCA
441
FinTrust Capital Advisors
South Carolina
$8.26K
PK
442
Pflug Koory
Nebraska
$8K
ZB
443
Zions Bancorporation
Utah
$7.23K -$5.27K -308 -43%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$7K -$6.09K -356 -49%
BTI
445
Blue Trust Inc
Georgia
$7K +$3.68K +215 +66%
GRP
446
Global Retirement Partners
California
$6.6K -$120 -7 -2%
BBHC
447
Brown Brothers Harriman & Co
New York
$6.3K -$2.74K -160 -31%
AAP
448
Arax Advisory Partners
Colorado
$6.19K +$599 +35 +11%
LC
449
Lindbrook Capital
California
$6.13K -$7.24K -423 -55%
FCT
450
First Community Trust
Iowa
$6K