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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
476
Evelyn Partners Investment Management
$84.3K
IWS
477
Intentional Wealth Strategies
Colorado
$81.6K +$87.9K +3,360 New
Twin Tree Management
478
Twin Tree Management
Texas
$78.3K -$1.14M -43,533 -93%
TPCW
479
TD Private Client Wealth
New York
$78K +$1.07K +41 +1%
UB
480
UMB Bank
Missouri
$77.7K +$12K +460 +17%
VanEck Associates
481
VanEck Associates
New York
$69K +$1.31K +50 +2%
TWD
482
True Wealth Design
Ohio
$68.6K +$14.2K +543 +24%
PTC
483
Private Trust Company
Ohio
$66.9K +$50.1K +1,914 +228%
HNB
484
Huntington National Bank
Ohio
$65.7K +$13K +498 +23%
SCM
485
Silvant Capital Management
Georgia
$64.3K
LFG
486
Larson Financial Group
Missouri
$63.2K +$27.6K +1,055 +68%
SAM
487
Smartleaf Asset Management
Massachusetts
$62.5K +$41.3K +1,579 +143%
ECA
488
Elevated Capital Advisors
Utah
$61.1K -$781K -29,847 -92%
DMBA
489
Deseret Mutual Benefit Administrators
Utah
$60.7K +$25.2K +964 +63%
ECSS
490
Eurizon Capital SGR SpA
$60.2K +$67.3K +2,574 New
TC
491
Truvestments Capital
Florida
$51.1K
IAAG
492
Innovative Asset Advisors Group
Connecticut
$49.5K +$53.4K +2,040 New
CAL
493
Capital Analysts LLC
Pennsylvania
$49K +$52 +2 +0.1%
MAM
494
Meeder Asset Management
Ohio
$45.7K +$49.2K +1,881 New
CTC
495
Central Trust Company
Missouri
$45.5K +$39K +1,492 +390%
MCM
496
Manchester Capital Management
Vermont
$45.4K
Federated Hermes
497
Federated Hermes
Pennsylvania
$45.2K -$968 -37 -2%
BTI
498
Blue Trust Inc
Georgia
$45.2K +$30.7K +1,173 +171%
ANBT
499
American National Bank & Trust
Texas
$43.6K +$16.4K +628 +54%
UOTTAIMCU
500
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$43.4K