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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
RFP
501
Root Financial Partners
California
$41.4K +$78 +3 +0.2%
QC
502
Quent Capital
New York
$40.2K +$235 +9 +0.5%
HWA
503
HHM Wealth Advisors
Tennessee
$40.1K
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$32.8K +$1.02K +39 +3%
CBT
505
Crews Bank & Trust
Florida
$32.2K
OL
506
OneFund LLC
Florida
$29.8K -$2.12K -81 -6%
TWC
507
TD Waterhouse Canada
Ontario, Canada
$29.4K +$5.57K +213 +21%
SIC
508
SJS Investment Consulting
Ohio
$29.3K +$14K +537 +80%
ZBNA
509
Zions Bancorporation, National Association
Utah
$29.1K -$89.9K -3,438 -74%
CB
510
CNB Bank
Pennsylvania
$25.5K -$2.72K -104 -9%
MHR
511
Matthew Hamilton Rosenberg
$23.1K
AWM
512
Activest Wealth Management
Florida
$22.9K +$4.66K +178 +23%
CFB
513
Cullen/Frost Bankers
Texas
$21.1K +$1.8K +69 +9%
PFBT
514
Parkside Financial Bank & Trust
Missouri
$19.6K -$471 -18 -2%
GCM
515
Gables Capital Management
Florida
$19.3K -$3.69K -141 -15%
HPC
516
HM Payson & Co
Maine
$19.2K
MWPCG
517
Measured Wealth Private Client Group
New Hampshire
$19.1K
SIC
518
Salem Investment Counselors
North Carolina
$18.2K +$19.6K +750 New
LSA
519
Leonteq Securities AG
Switzerland
$18.2K +$6.85K +262 +54%
SPIA
520
Steward Partners Investment Advisory
New York
$18K +$6.28K +240 +48%
WPA
521
Wealth Preservation Advisors
Tennessee
$17.9K +$19.3K +739 New
CT
522
Clearstead Trust
Maine
$17.8K
OCWP
523
Owl Creek Wealth Partners
Colorado
$16.7K +$18K +689 New
CH
524
Cromwell Holdings
Wyoming
$15.6K +$523 +20 +3%
SL
525
Salomon & Ludwin
Virginia
$15.1K