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519 hedge funds and large institutions have $4.85B invested in Invesco in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 172 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 172

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.81% less ownership

Funds ownership: 66.83%66.02% (-0.81%)

1% less funds holding

Funds holding: 524519 (-5)

32% less capital invested

Capital invested by funds: $7.17B → $4.85B (-$2.33B)

49% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $36.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
519
Holders Change
-5
Holders Change %
-0.95%
% of All Funds
8.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
66
Increased
203
Reduced
172
Closed
59
Calls
$18.6M
Puts
$36.5M
Net Calls
-$17.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$3K
SWM
477
Sugarloaf Wealth Management
Georgia
$3K
SSC
478
Syverson Strege & Co
Iowa
$3K
CCM
479
Cribstone Capital Management
Maine
$3K +$3.06K +162 New
JGIA
480
Jackson Grant Investment Advisers
Connecticut
$3K +$3.23K +171 New
GWM
481
Geneos Wealth Management
Colorado
$3K +$4.18K +221 New
GKIM
482
GW&K Investment Management
Massachusetts
$2K -$1.89K -100 -43%
KFP
483
KB Financial Partners
New Jersey
$2K
PA
484
PSI Advisors
Florida
$2K
SC
485
Schubert & Co
Texas
$2K +$1.08K +57 +127%
BIA
486
Bell Investment Advisors
California
$2K +$1.91K +101 New
BTI
487
Blue Trust Inc
Georgia
$2K +$1.91K +101 New
CCM
488
Chilton Capital Management
Texas
$2K +$2.06K +109 New
BPC
489
Banque Pictet & Cie
Switzerland
$1.19K +$1.15M +60,662 +473%
Lazard Asset Management
490
Lazard Asset Management
New York
$1K -$4.22K -223 -72%
MFT
491
Moisand Fitzgerald Tamayo
Florida
$1K -$1.3K -69 -50%
GI
492
Gradient Investments
Minnesota
$1K -$587 -31 -48%
DI
493
Disciplined Investments
Oklahoma
$1K -$416 -22 -31%
SC
494
Sierra Capital
Florida
$1K -$246 -13 -22%
ATC
495
Adirondack Trust Company
New York
$1K
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
BWL
497
Bogart Wealth LLC
Virginia
$1K
CWC
498
Carolinas Wealth Consulting
North Carolina
$1K
CBT
499
CoreFirst Bank & Trust
Kansas
$1K
BWM
500
Baystate Wealth Management
Massachusetts
$1K +$19 +1 +3%