517 hedge funds and large institutions have $6.49B invested in Invesco in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 199 increasing their positions, 188 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 188

1% more funds holding

Funds holding: 514517 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
517
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.9M
Puts
$24.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
476
Nova Wealth Management
Florida
$1.58K
DPW
477
DiNuzzo Private Wealth
Pennsylvania
$1.53K
HHMI
478
Howard Hughes Medical Institute
Maryland
$1.51K
Q1WB
479
Quest 10 Wealth Builders
Virginia
$1.41K
CFD
480
Creative Financial Designs
Indiana
$1.34K
GWM
481
Geneos Wealth Management
Colorado
$1.31K
1IA
482
1620 Investment Advisors
Massachusetts
$1.26K
WTC
483
WhitTier Trust Company
Nevada
$1.26K
HI
484
Harbour Investments
Wisconsin
$994
HFS
485
Hughes Financial Services
Virginia
$886
SWM
486
Spire Wealth Management
Virginia
$883
T
487
Tidemark
California
$867
GBT
488
Grove Bank & Trust
Florida
$836
SIC
489
SJS Investment Consulting
Ohio
$821
PWMG
490
Private Wealth Management Group
New Jersey
$726
PWA
491
Principia Wealth Advisory
Texas
$710
ACA
492
American Capital Advisory
Idaho
$647
DF
493
Dunhill Financial
United Kingdom
$639
KG
494
Kilter Group
New York
$631
BC
495
Bayforest Capital
United Kingdom
$615
CFO
496
CVA Family Office
Colorado
$599
Kayne Anderson Rudnick Investment Management
497
Kayne Anderson Rudnick Investment Management
California
$568
TFM
498
TFC Financial Management
Massachusetts
$552
MCM
499
MV Capital Management
Maryland
$552
SIS
500
Sound Income Strategies
Florida
$536