508 hedge funds and large institutions have $5.13B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 53 closing their positions.

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
200
Reduced
162
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M
Name Market Value Shares Shares
Change
Shares
Change %
PO
476
Private Ocean
California
$2.2K 134 +134 New
HFM
477
Harvest Fund Management
China
$2K 102 -4,126 -98%
PWMG
478
Prestige Wealth Management Group
New Jersey
$1.94K 118 +118 New
AF
479
Advisornet Financial
Minnesota
$1.84K 112 -120 -52%
CCM
480
Chilton Capital Management
Texas
$1.79K 109 +109 New
PPC
481
Park Place Capital
Alabama
$1.76K 107
SC
482
Schubert & Co
Texas
$1.72K 105 -48 -31%
PA
483
PSI Advisors
Florida
$1.64K 100
BAAM
484
Baker Avenue Asset Management
California
$1.2K 73 +73 New
DI
485
Disciplined Investments
Oklahoma
$1.18K 72 -15 -17%
RG
486
Retirement Group
California
$1K 60
CSB
487
City State Bank
Iowa
$1K 50
ATC
488
Adirondack Trust Company
New York
$819 50
SIC
489
SJS Investment Consulting
Ohio
$771 47 -48 -51%
BWL
490
Bogart Wealth LLC
Virginia
$754 46
SIS
491
Sound Income Strategies
Florida
$738 45 -60 -57%
AWM
492
Avior Wealth Management
Nebraska
$721 44
CBT
493
CoreFirst Bank & Trust
Kansas
$672 41
CWC
494
Carolinas Wealth Consulting
North Carolina
$672 41
BWM
495
Baystate Wealth Management
Massachusetts
$628 38 +1 +3%
ECM
496
Everence Capital Management
Indiana
$571 34,830 +19,160 +122%
GI
497
Gradient Investments
Minnesota
$541 33 -23 -41%
EBA
498
Eagle Bay Advisors
New York
$541 33
2L
499
25 LLC
Missouri
$522 32 +32 New
BCMLT
500
Beacon Capital Management LLC (Tennessee)
Tennessee
$508 31