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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
451
Louisbourg Investments
New Brunswick, Canada
$211K +$31.4K +1,200 +16%
EFG
452
Everhart Financial Group
Ohio
$208K +$224K +8,557 New
VFG
453
Victory Financial Group
Texas
$206K +$222K +8,490 New
CSA
454
Cornerstone Select Advisors
Missouri
$206K +$5.81K +222 +3%
MGP
455
Metis Global Partners
California
$203K -$31.4K -1,202 -13%
UWS
456
Unique Wealth Strategies
Illinois
$203K +$392 +15 +0.2%
HI
457
Harbour Investments
Wisconsin
$179K +$3.24K +124 +2%
Bessemer Group
458
Bessemer Group
New Jersey
$177K +$79K +3,021 +71%
IA
459
IFP Advisors
Florida
$173K +$101K +3,847 +118%
SS
460
SBI Securities
Japan
$168K -$21.6K -824 -11%
SIS
461
Sound Income Strategies
Florida
$146K +$156K +5,949 +17,497%
MA
462
MCF Advisors
Kentucky
$142K +$27.3K +1,044 +22%
RAM
463
Resona Asset Management
Japan
$132K
Walleye Capital
464
Walleye Capital
New York
$128K -$2.48M -94,958 -95%
PA
465
Parallel Advisors
California
$114K +$8.11K +310 +7%
ACA
466
Atlas Capital Advisors
Wyoming
$112K +$74.8K +2,860 +163%
Rockefeller Capital Management
467
Rockefeller Capital Management
New York
$111K +$5.86K +224 +5%
WETS
468
Wealth Enhancement Trust Services
South Dakota
$100K +$2.46K +94 +2%
HFS
469
Hantz Financial Services
Michigan
$100K +$84.7K +3,236 +362%
EI
470
EFG International
$98.8K
PAMS
471
Pinpoint Asset Management (Singapore)
$97K +$104K +3,992 New
AIP
472
Ameritas Investment Partners
Nebraska
$96.7K -$6.33K -242 -6%
PWPS
473
Pinnacle Wealth Planning Services
Ohio
$94K +$48K +1,833 +90%
PG
474
Proffitt & Goodson
Tennessee
$84.5K -$4.94K -189 -5%
CT
475
Caldwell Trust
Florida
$84.3K