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508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $4.42B → $5.55B (+$1.13B)

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 504508 (+4)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

1.1% less ownership

Funds ownership: 70.9%69.81% (-1.1%)

27% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $38.3M

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
171
Reduced
183
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
476
Disciplined Investments
Oklahoma
$1.56K -$51 -3 -3%
AF
477
Affiance Financial
Minnesota
$1.42K +$1.35K +79 New
AF
478
Allworth Financial
California
$1.15K -$1.23K -72 -53%
MPCL
479
My Personal CFO LLC
Washington
$1.13K +$1.08K +63 New
GI
480
Gradient Investments
Minnesota
$1.01K +$393 +23 +70%
BWM
481
Baystate Wealth Management
Massachusetts
$1K
RG
482
Retirement Group
California
$1K
SC
483
Sierra Capital
Florida
$1K
CSB
484
City State Bank
Iowa
$1K +$855 +50 New
SFG
485
Steward Financial Group
Texas
$1K +$1.47K +86 New
NMG
486
New Millennium Group
Utah
$900 +$855 +50 New
ATC
487
Adirondack Trust Company
New York
$899
BWL
488
Bogart Wealth LLC
Virginia
$828
CAS
489
Coppell Advisory Solutions
Texas
$810 +$770 +45 New
CASC
490
Coppell Advisory Solutions Corp
Texas
$810 +$770 +45 New
AWM
491
Avior Wealth Management
Nebraska
$791
CWC
492
Carolinas Wealth Consulting
North Carolina
$738
CBT
493
CoreFirst Bank & Trust
Kansas
$738
AWM
494
Abound Wealth Management
Tennessee
$728
PAG
495
Private Advisor Group
New Jersey
$668 -$236K -13,779 -27%
EBA
496
Eagle Bay Advisors
New York
$594
BCMLT
497
Beacon Capital Management LLC (Tennessee)
Tennessee
$558
RFS
498
Retirement Financial Solutions
Tennessee
$540 +$513 +30 New
NSIM
499
North Star Investment Management
Illinois
$504 +$479 +28 New
KFS
500
Kelly Financial Services
Massachusetts
$432