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519 hedge funds and large institutions have $4.85B invested in Invesco in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 172 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 172

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.81% less ownership

Funds ownership: 66.83%66.02% (-0.81%)

1% less funds holding

Funds holding: 524519 (-5)

32% less capital invested

Capital invested by funds: $7.17B → $4.85B (-$2.33B)

49% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $36.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
519
Holders Change
-5
Holders Change %
-0.95%
% of All Funds
8.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
66
Increased
203
Reduced
172
Closed
59
Calls
$18.6M
Puts
$36.5M
Net Calls
-$17.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
501
Dark Forest Capital Management
Puerto Rico
$1K +$984 +52 New
PWMG
502
Prestige Wealth Management Group
New Jersey
$1K +$1.06K +56 +267%
TFGT
503
TS Financial Group (TSFG)
Illinois
$1K +$1.08K +57 New
SWM
504
Selective Wealth Management
Virginia
$1K +$1.57K +83 New
EBA
505
Eagle Bay Advisors
New York
$532 +$624 +33 New
KFS
506
Kelly Financial Services
Massachusetts
$387 +$454 +24 New
SWA
507
Sutton Wealth Advisors
Florida
$210 +$114 +6 +86%
Two Sigma Investments
508
Two Sigma Investments
New York
-$16.9M -734,451 Closed
Balyasny Asset Management
509
Balyasny Asset Management
Illinois
-$15.7M -682,446 Closed
Voloridge Investment Management
510
Voloridge Investment Management
Florida
-$12.8M -553,763 Closed
AFR
511
Applied Fundamental Research
Massachusetts
-$12.3M -532,508 Closed
Bank of Nova Scotia
512
Bank of Nova Scotia
Ontario, Canada
-$10M -434,498 Closed
AIA
513
AGF Investments America
Ontario, Canada
-$3.47M -150,384 Closed
AC
514
Asio Capital
Kentucky
-$2.62M -113,765 Closed
HCA
515
Horan Capital Advisors
Ohio
-$2.24M -97,219 Closed
WMSA
516
Weiss Multi-Strategy Advisers
New York
-$2.1M -91,096 Closed
WAM
517
Weiss Asset Management
Massachusetts
-$1.97M -85,305 Closed
SGA
518
Strategic Global Advisors
California
-$1.92M -83,126 Closed
ZIM
519
Zacks Investment Management
Illinois
-$1.87M -81,299 Closed
CM
520
Caption Management
Oklahoma
-$1.61M -70,000 Closed
IAN
521
Integrated Advisors Network
Texas
-$1.29M -56,135 Closed
HI
522
Horizon Investments
North Carolina
-$1.13M -49,608 Closed
Aviva
523
Aviva
United Kingdom
-$1.1M -47,718 Closed
IUHSA
524
Itau Unibanco Holding S.A.
Brazil
-$16.1M -44,500 Closed
EC
525
Estate Counselors
Wisconsin
-$1.02M -44,472 Closed