507 hedge funds and large institutions have $6.47B invested in Invesco in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
75
Increased
196
Reduced
185
Closed
71
Calls
$49.9M
Puts
$24.8M
Net Calls
+$25.1M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
476
Spire Wealth Management
Virginia
$883 -$12.8K -811 -94%
T
477
Tidemark
California
$867
GBT
478
Grove Bank & Trust
Florida
$836 -$2.4K -152 -74%
SIC
479
SJS Investment Consulting
Ohio
$821 -$600 -38 -42%
PWMG
480
Private Wealth Management Group
New Jersey
$726 -$4.72K -299 -87%
PWA
481
Principia Wealth Advisory
Texas
$710 +$158 +10 +29%
ACA
482
American Capital Advisory
Idaho
$647 +$647 +41 New
DF
483
Dunhill Financial
United Kingdom
$639 -$16 -1 -2%
KG
484
Kilter Group
New York
$631 +$631 +40 New
BC
485
Bayforest Capital
United Kingdom
$615 -$102K -6,452 -99%
CFO
486
CVA Family Office
Colorado
$599 -$552 -35 -48%
Kayne Anderson Rudnick Investment Management
487
Kayne Anderson Rudnick Investment Management
California
$568 +$568 +36 New
TFM
488
TFC Financial Management
Massachusetts
$552 -$1.66K -105 -75%
MCM
489
MV Capital Management
Maryland
$552 -$647 -41 -54%
SIS
490
Sound Income Strategies
Florida
$536 -$2.43K -154 -82%
BCWM
491
Bartlett & Co Wealth Management
Ohio
$536 +$536 +34 New
RA
492
Rise Advisors
New York
$505
HIA
493
HFM Investment Advisors
New Jersey
$505 +$237 +15 +88%
CA
494
Crewe Advisors
Utah
$489 +$237 +15 +94%
BHWM
495
Bay Harbor Wealth Management
Maryland
$410 +$300 +19 +271%
RF
496
Rossby Financial
Florida
$410 +$410 +26 New
WCM
497
WealthTrak Capital Management
Virginia
$395 -$237 -15 -38%
SFCL
498
Strengthening Families & Communities LLC
Massachusetts
$352 +$352 +22 New
QWM
499
Quaker Wealth Management
New Jersey
$347 +$347 +22 New
GC
500
Garde Capital
Washington
$316