508 hedge funds and large institutions have $5.13B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
200
Reduced
162
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
426
Gables Capital Management
Florida
$15.3K
SS
427
Sunbelt Securities
Texas
$15.3K +$15.3K +949 New
SSG
428
Summit Securities Group
New York
$15K -$311K -18,518 -95%
RTC
429
Riverview Trust Company
Washington
$14K
SPIA
430
Steward Partners Investment Advisory
New York
$13.5K
SN
431
Sittner & Nelson
Oregon
$13.3K +$13.3K +811 New
JWA
432
JFS Wealth Advisors
Pennsylvania
$13K -$1.26K -77 -9%
LC
433
Lindbrook Capital
California
$12.8K +$7.22K +440 +129%
WT
434
Whittier Trust
California
$12.5K
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$12.4K +$6.25K +381 +102%
SIC
436
Salem Investment Counselors
North Carolina
$12.3K
CWA
437
Clearview Wealth Advisors
Oregon
$11.4K +$11.4K +697 New
NSG
438
Nalls Sherbakoff Group
Tennessee
$10.8K +$10.8K +673 New
OC
439
Oakworth Capital
Alabama
$10.6K
MCM
440
MV Capital Management
Maryland
$10.5K -$82 -5 -0.8%
MAWCM
441
Mine & Arao Wealth Creation & Management
California
$9.84K
UB
442
UMB Bank
Missouri
$9.43K
BEI
443
Benjamin Edwards Inc
Missouri
$9K +$94 +6 +1%
Lazard Asset Management
444
Lazard Asset Management
New York
$9K +$7.16K +440 +389%
FCA
445
FinTrust Capital Advisors
South Carolina
$8.26K
HCP
446
Hexagon Capital Partners
Arkansas
$8.1K -$8.5K -518 -51%
BWM
447
BerganKDV Wealth Management
Minnesota
$7.54K
PK
448
Pflug Koory
Nebraska
$7.38K
RTL
449
Red Tortoise LLC
Georgia
$7.31K -$754 -46 -9%
GRP
450
Global Retirement Partners
California
$7.26K +$1.22K +74 +20%