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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
NGA
551
Naples Global Advisors
Florida
-$216K -9,350 Closed
HS
552
Horan Securities
United States
-$168K -7,280 Closed
AAM
553
Advisors Asset Management
Colorado
-$95K -4,123 Closed
SOW
554
State of Wyoming
Wyoming
-$69K -3,009 Closed
HA
555
Herold Advisors
New York
-$55.3K -2,400 Closed
HR
556
Howe & Rusling
New York
-$47K -2,056 Closed
CIR
557
Clear Investment Research
Georgia
-$23K -1,000 Closed
LAS
558
Lloyd Advisory Services
Georgia
-$22K -952 Closed
TAIM
559
TD Ameritrade Investment Management
Nebraska
-$13K -550 Closed
TFO
560
Tarbox Family Office
California
-$6K -260 Closed
T
561
TCWP
Ohio
-$4K -179 Closed
CI
562
Cordant Inc
Oregon
-$3K -126 Closed
GA
563
GoalVest Advisory
New York
-$1K -25 Closed
WA
564
WestEnd Advisors
North Carolina
-$92K
CI Investments Inc
565
CI Investments Inc
Ontario, Canada
+$19 +1 +4%
C
566
Covestor
United Kingdom
+$19 +1 +4%
CFGS
567
Concourse Financial Group Securities
Alabama
+$38 +2 New
AW
568
ACG Wealth
Georgia
+$114 +6 New
WTC
569
WhitTier Trust Company
Nevada
+$208 +11 New
LF
570
Lee Financial
Texas
+$265 +14 New
WWM
571
Wolff Wiese Magana
California
+$284 +15 New
OLVIG
572
Oliver Lagore Vanvalin Investment Group
Michigan
+$322 +17 New
SFG
573
Steward Financial Group
Texas
+$359 +19 New