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Invesco
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: 3 → 4 (+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: 504 → 508 (+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
Top Buyers
| 1 |
GC
Gillson Capital
Chicago,
Illinois
|
+$34.4M |
| 2 |
BlackRock
New York
|
+$30.7M |
| 3 |
Morgan Stanley
New York
|
+$14.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.2M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$10.1M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$28.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$24.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$19M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$16.8M |
| 5 |
Two Sigma Advisers
New York
|
-$11.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
Jones Financial Companies
Des Peres,
Missouri
| – | -$7K | -527 | Closed |
|
|
CWM
552
Castle Wealth Management
West Palm Beach,
Florida
| – | -$7K | -508 | Closed |
|
|
EC
553
EdgeRock Capital
Denver,
Colorado
| – | -$4K | -274 | Closed |
|
|
AIP
554
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$2K | -154 | Closed |
|
|
KFP
555
KB Financial Partners
Princeton,
New Jersey
| – | -$1K | -108 | Closed |
|
|
SWM
556
Selective Wealth Management
Forest,
Virginia
| – | -$1K | -83 | Closed |
|
|
SWA
557
Sutton Wealth Advisors
Tampa,
Florida
| – | -$178 | -13 | Closed |
|