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508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $4.42B → $5.55B (+$1.13B)

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 504508 (+4)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

1.1% less ownership

Funds ownership: 70.9%69.81% (-1.1%)

27% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $38.3M

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
171
Reduced
183
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
501
Delos Wealth Advisors
Texas
$324
ECM
502
Everence Capital Management
Indiana
$282 +$268K +15,670 New
LF
503
Lee Financial
Texas
$252
SWA
504
SOA Wealth Advisors
New York
$114
CFO
505
CVA Family Office
Colorado
$90 -$19.2K -1,120 -100%
MLM
506
Mount Lucas Management
Pennsylvania
$54 -$2.35M -137,239 -100%
TWP
507
TFO Wealth Partners
Ohio
$51 +$17 +1 New
Point72 Asset Management
508
Point72 Asset Management
Connecticut
-$6.13M -447,100 Closed
SFI
509
Susquehanna Fundamental Investments
Pennsylvania
-$5.95M -434,339 Closed
CSS
510
Cubist Systematic Strategies
Connecticut
-$4.53M -330,807 Closed
Canada Pension Plan Investment Board
511
Canada Pension Plan Investment Board
Ontario, Canada
-$3.3M -240,800 Closed
QT
512
Quantbot Technologies
New York
-$2.97M -217,129 Closed
Tudor Investment Corp
513
Tudor Investment Corp
Connecticut
-$2.84M -207,418 Closed
CI
514
CX Institutional
Indiana
-$2.37M -173,265 Closed
Two Sigma Investments
515
Two Sigma Investments
New York
-$1.84M -134,656 Closed
PP
516
Prospector Partners
Connecticut
-$1.5M -109,090 Closed
DA
517
Duality Advisers
Florida
-$1.37M -99,948 Closed
Jacobs Levy Equity Management
518
Jacobs Levy Equity Management
New Jersey
-$1.34M -97,645 Closed
IG
519
ING Group
Netherlands
-$977K -71,297 Closed
RC
520
RBF Capital
California
-$891K -65,000 Closed
Mackenzie Financial
521
Mackenzie Financial
Ontario, Canada
-$772K -56,317 Closed
F
522
F3Logic
Minnesota
-$656K -48,119 Closed
Man Group
523
Man Group
United Kingdom
-$548K -40,007 Closed
MC
524
Maverick Capital
Texas
-$481K -35,092 Closed
HI
525
Horizon Investments
North Carolina
-$406K -30,004 Closed