484 hedge funds and large institutions have $6.78B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+13
Holders Change %
+2.76%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
194
Reduced
153
Closed
49
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GKIM
451
GW&K Investment Management
Massachusetts
$2K +$524 +33 +35%
FWM
452
FSA Wealth Management
Massachusetts
$1.97K +$1.97K +112 New
SIC
453
SJS Investment Consulting
Ohio
$1.77K +$105 +6 +6%
AF
454
Advisornet Financial
Minnesota
$1.77K +$1.32K +75 +288%
SWM
455
Spire Wealth Management
Virginia
$1.72K
TCA
456
Trifecta Capital Advisors
Illinois
$1.7K
MCM
457
MV Capital Management
Maryland
$1.65K +$404 +23 +32%
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$1.6K +$53 +3 +3%
CAS
459
Coppell Advisory Solutions
Texas
$1.52K +$759 +43 +100%
CFO
460
CVA Family Office
Colorado
$1.51K
WTC
461
WhitTier Trust Company
Nevada
$1.4K
TFM
462
TFC Financial Management
Massachusetts
$1.35K +$1.35K +77 New
ZB
463
Zions Bancorporation
Utah
$1.12K -$2.48K -141 -69%
IAIM
464
International Assets Investment Management
Florida
$1.08K +$1.08K +18,869 New
T
465
Tidemark
California
$966
CJ
466
Caitlin John
Michigan
$935
NL
467
NVWM LLC
Pennsylvania
$896
CWC
468
Carolinas Wealth Consulting
North Carolina
$896
SWM
469
Sugarloaf Wealth Management
Georgia
$878
S
470
Sachetta
Massachusetts
$791 +$791 +45 New
SIS
471
Sound Income Strategies
Florida
$790
GWM
472
Geneos Wealth Management
Colorado
$755 -$369 -21 -33%
DF
473
Dunhill Financial
United Kingdom
$722 +$18 +1 +3%
CA
474
Claris Advisors
Missouri
$474 +$474 +27 New
PMFA
475
Plante Moran Financial Advisors
Michigan
$457 +$457 +26 New