488 hedge funds and large institutions have $5.42B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+1
Holders Change %
+0.21%
% 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
157
Reduced
185
Closed
85
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
476
Oakworth Capital
Alabama
$856 -$10.7K -600 -93%
BWM
477
Baystate Wealth Management
Massachusetts
$845 +$144 +8 +21%
SWM
478
Spire Wealth Management
Virginia
$769 -$3.21K -188 -81%
LFA
479
Livelsberger Financial Advisory
Ohio
$766 +$766 +43 New
CWC
480
Carolinas Wealth Consulting
North Carolina
$731
CFO
481
CVA Family Office
Colorado
$714 +$714 +40 New
DF
482
Dunhill Financial
United Kingdom
$592 +$592 +33 New
CFGS
483
Concourse Financial Group Securities
Alabama
$463 +$463 +26 New
KFS
484
Kelly Financial Services
Massachusetts
$428
DAM
485
Delta Asset Management
Tennessee
$428 +$428 +24 New
DWA
486
Delos Wealth Advisors
Texas
$322
TWP
487
TFO Wealth Partners
Ohio
$196 -$445 -25 -69%
SWA
488
SOA Wealth Advisors
New York
$119
AWM
489
Abound Wealth Management
Tennessee
$7 -$2.45K -168 Closed
GC
490
Gillson Capital
Illinois
-$15.7M -1,078,299 Closed
AM
491
AGF Management
Ontario, Canada
-$13.2M -906,018 Closed
Sumitomo Mitsui Trust Group
492
Sumitomo Mitsui Trust Group
Japan
-$10.6M -731,275 Closed
AAF
493
Andra AP-fonden
Sweden
-$3.33M -229,500 Closed
Walleye Capital
494
Walleye Capital
New York
-$2.64M -181,707 Closed
FRAF
495
Första AP-fonden
Sweden
-$2.6M -179,300 Closed
PCM
496
Palouse Capital Management
Washington
-$2.51M -172,933 Closed
MSV
497
MN Services Vermogensbeheer
Netherlands
-$2.41M -165,925 Closed
HSA
498
Hussman Strategic Advisors
Maryland
-$1.89M -130,000 Closed
BBNA
499
Bremer Bank National Association
Minnesota
-$1.58M -108,791 Closed
SO
500
STRS Ohio
Ohio
-$1.49M -102,532 Closed