507 hedge funds and large institutions have $6.47B invested in Invesco in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
75
Increased
196
Reduced
185
Closed
71
Calls
$49.9M
Puts
$24.8M
Net Calls
+$25.1M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CH
426
Cromwell Holdings
Wyoming
$9.84K -$5.95K -377 -38%
AA
427
Addison Advisors
Vermont
$8.91K +$8.91K +565 New
SPIA
428
Steward Partners Investment Advisory
New York
$8.2K -$678 -43 -8%
DWM
429
Dogwood Wealth Management
Kansas
$8.09K +$100 +6 +1%
AW
430
Avion Wealth
Texas
$8K +$537 +36 +7%
HFS
431
Hantz Financial Services
Michigan
$8K +$7.39K +487 +1,218%
FHA
432
First Horizon Advisors
Tennessee
$7.49K +$2.37K +150 +46%
TPWA
433
Twin Peaks Wealth Advisors
California
$7.07K +$7.07K +336 New
RTL
434
Red Tortoise LLC
Georgia
$7.03K
TWD
435
True Wealth Design
Ohio
$6.99K -$27.6K -1,751 -80%
WA
436
Whipplewood Advisors
Colorado
$6.01K -$933K -59,138 -99%
WA
437
WPG Advisers
Maryland
$5.3K +$4.35K +276 +460%
SAM
438
Smartleaf Asset Management
Massachusetts
$5.17K -$9.69K -617 -65%
AWM
439
Activest Wealth Management
Florida
$5.06K +$5.06K +321 New
AAS
440
Ameritas Advisory Services
Nebraska
$4.97K +$4.97K +315 New
CIA
441
Cape Investment Advisory
Georgia
$4.76K +$1.29K +82 +37%
SSG
442
Summit Securities Group
New York
$4.75K -$37.6K -2,387 -89%
FFO
443
Fortitude Family Office
Arizona
$4.27K -$2.15K -136 -33%
BWAM
444
Boyd Watterson Asset Management
Ohio
$4.21K
PGAM
445
Princeton Global Asset Management
New Jersey
$4.07K +$4.07K +258 New
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$3.9K
TSMHT
447
Thurston Springer Miller Herd & Titak
Indiana
$3.77K +$47 +3 +1%
W
448
WealthCollab
Washington
$3.71K
JWA
449
JFS Wealth Advisors
Pennsylvania
$3.64K -$2.27K -144 -38%
WTFG
450
Wood Tarver Financial Group
Idaho
$3K