517 hedge funds and large institutions have $7.02B invested in Invesco in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 160 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+33
Holders Change %
+6.82%
% of All Funds
6.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
195
Reduced
160
Closed
44
Calls
$42.1M
Puts
$399M
Net Calls
-$357M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
501
Plante Moran Financial Advisors
Michigan
$454
CFGS
502
Concourse Financial Group Securities
Alabama
$435 -$17 -1 -4%
NC
503
NewSquare Capital
Pennsylvania
$402 +$402 +23 New
WCM
504
WealthTrak Capital Management
Virginia
$350 +$350 +20 New
GBT
505
Grove Bank & Trust
Florida
$350 +$350 +20 New
CAWM
506
Capital A Wealth Management
Pennsylvania
$332 +$332 +19 New
PWM
507
Parkworth Wealth Management
California
$332 +$332 +19 New
NS
508
NBC Securities
Alabama
$298 -$311K -17,728 -100%
CA
509
Crewe Advisors
Utah
$280 +$280 +16 New
RS
510
Rakuten Securities
Japan
$175 +$123 +7 +233%
SMAM
511
Sugar Maple Asset Management
Wisconsin
$175 +$175 +10 New
WA
512
WestEnd Advisors
North Carolina
$157
SWA
513
SOA Wealth Advisors
New York
$122
LFG
514
Larson Financial Group
Missouri
$52
AWM
515
Activest Wealth Management
Florida
$52 +$52 +3 New
Parallax Volatility Advisers
516
Parallax Volatility Advisers
California
$17 -$2.14M -125,656 -100%
RFG
517
REAP Financial Group
Texas
$9 +$9 +1 New
Swedbank
518
Swedbank
Sweden
-$35.1M -2,000,000 Closed
ECM
519
ExodusPoint Capital Management
New York
-$8.73M -497,145 Closed
Adage Capital Partners
520
Adage Capital Partners
Massachusetts
-$6.39M -364,169 Closed
SPS
521
Susquehanna Portfolio Strategies
Pennsylvania
-$6.14M -349,581 Closed
ARA
522
Alexander Randolph Advisory
Virginia
-$2.36M -134,115 Closed
BHCM
523
Brevan Howard Capital Management
Jersey
-$1.54M -87,712 Closed
CCM
524
Cinctive Capital Management
New York
-$1.48M -84,430 Closed
SEC
525
Seven Eight Capital
New York
-$1.45M -82,511 Closed