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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
MSFP
451
Mark Sheptoff Financial Planning
Connecticut
$5.76K +$5.47K +320 New
JWM
452
Janiczek Wealth Management
Colorado
$4.99K
BWAM
453
Boyd Watterson Asset Management
Ohio
$4.8K +$4.57K +267 New
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$4.44K
HWA
455
Heritage Wealth Advisors
Virginia
$4.41K
BIA
456
Bell Investment Advisors
California
$4.21K +$2.89K +169 +260%
AF
457
Advisornet Financial
Minnesota
$4.17K +$1.52K +89 +62%
EAM
458
Eukles Asset Management
Ohio
$4K
HBW
459
Hazlett, Burt & Watson
West Virginia
$4K
ANBT
460
American National Bank & Trust
Texas
$4K +$154 +9 +5%
SWM
461
Spire Wealth Management
Virginia
$4K +$308 +18 +8%
TF
462
Tompkins Financial
New York
$4K +$3.42K +200 New
GWS
463
Glassman Wealth Services
Virginia
$3.36K -$2.86K -167 -47%
EARNEST Partners
464
EARNEST Partners
Georgia
$3.36K
JGIA
465
Jackson Grant Investment Advisers
Connecticut
$3.08K
SSC
466
Syverson Strege & Co
Iowa
$3.08K
CNBTD
467
Citizens National Bank Trust Department
Mississippi
$3K
CAL
468
Capital Advisors Ltd
Ohio
$3K +$2.74K +160 New
CCM
469
Cribstone Capital Management
Maine
$2.91K
SC
470
Schubert & Co
Texas
$2.75K +$770 +45 +42%
Lazard Asset Management
471
Lazard Asset Management
New York
$2K -$347K -20,271 -99%
PPC
472
Park Place Capital
Alabama
$2K +$1.83K +107 New
SIS
473
Sound Income Strategies
Florida
$1.89K -$6.84K -400 -79%
PA
474
PSI Advisors
Florida
$1.8K
SIC
475
SJS Investment Consulting
Ohio
$1.71K +$787 +46 +94%