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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
476
City State Bank
Iowa
$1K
AF
477
Advisornet Financial
Minnesota
$999 +$808 +56 New
SWM
478
Sugarloaf Wealth Management
Georgia
$892 -$13.3K -920 -95%
OC
479
Oakworth Capital
Alabama
$856 -$8.66K -600 -93%
BWM
480
Baystate Wealth Management
Massachusetts
$845 +$115 +8 +21%
SWM
481
Spire Wealth Management
Virginia
$769 -$2.71K -188 -81%
LFA
482
Livelsberger Financial Advisory
Ohio
$766 +$620 +43 New
CWC
483
Carolinas Wealth Consulting
North Carolina
$731
CFO
484
CVA Family Office
Colorado
$714 +$577 +40 New
DF
485
Dunhill Financial
United Kingdom
$592 +$476 +33 New
CFGS
486
Concourse Financial Group Securities
Alabama
$463 +$375 +26 New
KFS
487
Kelly Financial Services
Massachusetts
$428
DAM
488
Delta Asset Management
Tennessee
$428 +$346 +24 New
DWA
489
Delos Wealth Advisors
Texas
$322
TWP
490
TFO Wealth Partners
Ohio
$196 -$361 -25 -69%
SWA
491
SOA Wealth Advisors
New York
$119
AWM
492
Abound Wealth Management
Tennessee
$7 -$2.42K -168 Closed
GC
493
Gillson Capital
Illinois
-$15.7M -1,078,299 Closed
AM
494
AGF Management
Ontario, Canada
-$13.2M -906,018 Closed
Sumitomo Mitsui Trust Group
495
Sumitomo Mitsui Trust Group
Japan
-$10.6M -731,275 Closed
AAF
496
Andra AP-fonden
Sweden
-$3.33M -229,500 Closed
Walleye Capital
497
Walleye Capital
New York
-$2.62M -181,707 Closed
FAF
498
Första AP-fonden
Sweden
-$2.6M -179,300 Closed
PCM
499
Palouse Capital Management
Washington
-$2.51M -172,933 Closed
MSV
500
MN Services Vermogensbeheer
Netherlands
-$2.41M -165,925 Closed