473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GGI
451
Godsey & Gibb Inc
Virginia
$1.68K +$1.68K +100 New
SIC
452
SJS Investment Consulting
Ohio
$1.46K +$673 +40 +85%
DI
453
Disciplined Investments
Oklahoma
$1.41K +$202 +12 +17%
CFD
454
Creative Financial Designs
Indiana
$1.26K +$1.26K +75 New
AF
455
Allworth Financial
California
$1.21K -$16.5K -981 -93%
RG
456
Retirement Group
California
$1.01K
CSB
457
City State Bank
Iowa
$1K
SIA
458
SkyView Investment Advisors
New Jersey
$1K +$489 +23 +96%
GKIM
459
GW&K Investment Management
Massachusetts
$1K +$1K +58 New
SIS
460
Sound Income Strategies
Florida
$756
CWC
461
Carolinas Wealth Consulting
North Carolina
$689
BAAM
462
Baker Avenue Asset Management
California
$656 -$572 -34 -47%
BWM
463
Baystate Wealth Management
Massachusetts
$652
CAS
464
Coppell Advisory Solutions
Texas
$586 +$586 +35 New
NSIM
465
North Star Investment Management
Illinois
$471
KFS
466
Kelly Financial Services
Massachusetts
$403
CBT
467
CoreFirst Bank & Trust
Kansas
$336 -$353 -21 -51%
DWA
468
Delos Wealth Advisors
Texas
$303
TWP
469
TFO Wealth Partners
Ohio
$185
VWM
470
Venturi Wealth Management
Texas
$185 +$185 +11 New
SWA
471
SOA Wealth Advisors
New York
$109
Fiera Capital (Canada)
472
Fiera Capital (Canada)
Quebec, Canada
-$38.3M -2,336,112 Closed
CCM
473
Cinctive Capital Management
New York
-$7.06M -430,462 Closed
SSA
474
Schonfeld Strategic Advisors
New York
-$5.88M -358,812 Closed
PE
475
Point72 Europe
United Kingdom
-$5.04M -307,400 Closed