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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
SIS
451
Sound Income Strategies
Florida
$8K
UB
452
UMB Bank
Missouri
$8K
SN
453
Sittner & Nelson
Oregon
$8K +$7.02K +371 +375%
CI
454
CX Institutional
Indiana
$8K +$9.16K +484 New
CWM
455
Castle Wealth Management
Florida
$8K +$9.61K +508 New
BWM
456
BerganKDV Wealth Management
Minnesota
$7K
PK
457
Pflug Koory
Nebraska
$7K
GWS
458
Glassman Wealth Services
Virginia
$7K +$7.66K +405 New
JWM
459
Janiczek Wealth Management
Colorado
$6K -$6.15K -325 -48%
MCC
460
Money Concepts Capital
Florida
$6K -$5.77K -305 -45%
LC
461
Lindbrook Capital
California
$6K -$3.75K -198 -35%
GIA
462
GHP Investment Advisors
Colorado
$6K +$7.11K +376 New
CFO
463
CVA Family Office
Colorado
$5K -$11K -580 -67%
FCT
464
First Community Trust
Iowa
$5K
VVP
465
Venture Visionary Partners
Ohio
$4.77K +$5.6K +296 New
HWA
466
Heritage Wealth Advisors
Virginia
$4K
BBHC
467
Brown Brothers Harriman & Co
New York
$4K +$3.06K +162 +184%
MCM
468
MV Capital Management
Maryland
$4K +$3.12K +165 +199%
SWM
469
Spire Wealth Management
Virginia
$4K +$4.16K +220 New
Bank of Montreal
470
Bank of Montreal
Ontario, Canada
$3.08K -$92.1K -4,868 -3%
Jones Financial Companies
471
Jones Financial Companies
Missouri
$3K -$10.5K -553 -78%
ANBT
472
American National Bank & Trust
Texas
$3K
CNBTD
473
Citizens National Bank Trust Department
Mississippi
$3K
EARNEST Partners
474
EARNEST Partners
Georgia
$3K
EAM
475
Eukles Asset Management
Ohio
$3K