We are live on ! Find out more

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
BCM
526
Bayesian Capital Management
New York
-$337K -24,600 Closed
MF
527
Magnetar Financial
Illinois
-$324K -23,657 Closed
CL
528
CSS LLC
Illinois
-$301K -22,000 Closed
PG
529
Pendal Group
Australia
-$285K -20,803 Closed
TI
530
Tidal Investments
Wisconsin
-$277K -20,188 Closed
ESCM
531
Echo Street Capital Management
New York
-$222K -16,230 Closed
LSV Asset Management
532
LSV Asset Management
Illinois
-$222K -16,200 Closed
NICM
533
Neo Ivy Capital Management
New York
-$205K -14,944 Closed
LI
534
LVZ Inc
Michigan
-$201K -14,640 Closed
DC
535
Davenport & Co
Virginia
-$196K -14,313 Closed
EWM
536
EPG Wealth Management
Georgia
-$177K -12,920 Closed
HWAM
537
Hennion & Walsh Asset Management
New Jersey
-$164K -11,961 Closed
QIM
538
Quantitative Investment Management
Virginia
-$161K -11,790 Closed
GT
539
Greenleaf Trust
Michigan
-$160K -11,697 Closed
VF
540
Virtu Financial
New York
-$151K -11,041 Closed
MA
541
MUFG Americas
New York
-$90K -6,596 Closed
AA
542
AlphaCentric Advisors
Puerto Rico
-$76K -5,554 Closed
LIM
543
Longfellow Investment Management
Massachusetts
-$47K -3,430 Closed
SIM
544
Sentry Investment Management
Wisconsin
-$31K -2,238 Closed
SSB
545
Sandy Spring Bank
Maryland
-$27K -2,000 Closed
PFA
546
Professional Financial Advisors
Nebraska
-$18K -1,331 Closed
DFCM
547
Dark Forest Capital Management
Puerto Rico
-$14K -1,008 Closed
EW
548
Evoke Wealth
California
-$11K -807 Closed
EIP
549
Ellis Investment Partners
Pennsylvania
-$9K -706 Closed
ODG
550
O'Dell Group
Ohio
-$9K -656 Closed