We are live on ! Find out more

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
CJ
451
Caitlin John
Michigan
$3.43K +$2.77K +192 New
LF
452
Lee Financial
Texas
$3.3K +$2.67K +185 New
W
453
WealthCollab
Washington
$3.19K +$2.58K +179 New
JGIA
454
Jackson Grant Investment Advisers
Connecticut
$3.05K
JWM
455
Janiczek Wealth Management
Colorado
$3.02K
Loomis, Sayles & Company
456
Loomis, Sayles & Company
Massachusetts
$3K +$2.76K +191 New
VWM
457
Venturi Wealth Management
Texas
$2.85K +$447 +31 +24%
RL
458
Rogco LP
Oklahoma
$2.68K
SIS
459
Sound Income Strategies
Florida
$2.57K +$1.43K +99 +220%
CAS
460
Coppell Advisory Solutions
Texas
$2.53K +$1.4K +97 +216%
PO
461
Private Ocean
California
$2.39K
MCM
462
Manchester Capital Management
Vermont
$2.35K +$1.9K +132 New
BBHC
463
Brown Brothers Harriman & Co
New York
$2.18K -$188 -13 -10%
PWMG
464
Prestige Wealth Management Group
New Jersey
$2.11K
FWM
465
FSA Wealth Management
Massachusetts
$2K +$1.62K +112 New
CCM
466
Chilton Capital Management
Texas
$1.95K
CWP
467
Concord Wealth Partners
Virginia
$1.82K -$6.06K -420 -80%
T
468
Tidemark
California
$1.78K +$1.44K +100 New
SIC
469
SJS Investment Consulting
Ohio
$1.53K +$144 +10 +13%
CA
470
Crewe Advisors
Utah
$1.52K +$1.23K +85 New
RS
471
Rakuten Securities
Japan
$1.43K +$1.15K +80 New
AA
472
Addison Advisors
Vermont
$1.37K +$1.11K +77 New
DPW
473
DiNuzzo Private Wealth
Pennsylvania
$1.23K +$996 +69 New
MCM
474
MV Capital Management
Maryland
$1.18K -$8.18K -567 -90%
GWM
475
Geneos Wealth Management
Colorado
$1.14K +$923 +64 New