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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
426
Global Retirement Partners
California
$8.36K +$2.34K +162 +49%
PK
427
Pflug Koory
Nebraska
$8.03K
RTL
428
Red Tortoise LLC
Georgia
$7.96K
FFO
429
Fortitude Family Office
Arizona
$7.26K +$5.87K +407 New
FHA
430
First Horizon Advisors
Tennessee
$7.05K -$6.12K -424 -52%
ZB
431
Zions Bancorporation
Utah
$6.65K -$2.13K -148 -28%
GKIM
432
GW&K Investment Management
Massachusetts
$6K -$346 -24 -6%
SAM
433
Smartleaf Asset Management
Massachusetts
$5.67K +$4.53K +314 New
IA
434
IFP Advisors
Florida
$5.31K +$1.66K +115 +63%
BEI
435
Benjamin Edwards Inc
Missouri
$5K +$3.69K +256 New
NA
436
NewEdge Advisors
Louisiana
$4.91K -$279K -19,352 -99%
JWA
437
JFS Wealth Advisors
Pennsylvania
$4.8K -$8.51K -590 -69%
BWAM
438
Boyd Watterson Asset Management
Ohio
$4.76K
GI
439
Gradient Investments
Minnesota
$4.73K
GWS
440
Glassman Wealth Services
Virginia
$4.57K +$996 +69 +37%
RFG
441
RFP Financial Group
Georgia
$4.44K +$3.59K +249 New
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$4.41K
PWMG
443
Private Wealth Management Group
New Jersey
$4.35K +$3.52K +244 New
RCM
444
Raleigh Capital Management
North Carolina
$4.22K +$3.17K +220 +1,375%
HBW
445
Hazlett, Burt & Watson
West Virginia
$4K
VCM
446
Versant Capital Management
Arizona
$3.91K -$2.29K -159 -42%
CIA
447
Cape Investment Advisory
Georgia
$3.69K
IGWM
448
ICA Group Wealth Management
Colorado
$3.69K +$2.99K +207 New
EAM
449
Eukles Asset Management
Ohio
$3.57K
HCP
450
Hexagon Capital Partners
Arkansas
$3.44K -$3.49K -242 -56%