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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
551
Forum Financial Management
Illinois
-$151K -10,430 Closed
AS
552
AM Squared
Hong Kong
-$132K -9,100 Closed
VI
553
Vestcor Inc
New Brunswick, Canada
-$117K -8,080 Closed
BCV
554
Banque Cantonale Vaudoise
Switzerland
-$109K -7,504 Closed
SOW
555
State of Wyoming
Wyoming
-$78.4K -5,400 Closed
CCFCSB
556
Cape Cod Five Cents Savings Bank
Massachusetts
-$1.24M -3,456 Closed
NL
557
NVWM LLC
Pennsylvania
-$49.7K -3,425 Closed
AWA
558
Authentikos Wealth Advisory
California
-$40.9K -2,816 Closed
SIM
559
Sentry Investment Management
Wisconsin
-$36K -2,507 Closed
QP
560
Quilter Plc
United Kingdom
-$2.24M -2,245 Closed
NIC
561
Northwest Investment Counselors
Oregon
-$25.5K -1,757 Closed
GBT
562
Grove Bank & Trust
Florida
-$25.4K -1,752 Closed
PPWM
563
PFG Private Wealth Management
Florida
-$23.7K -1,634 Closed
BFEC
564
Benjamin F. Edwards & Company
Missouri
-$23K -1,572 Closed
ME
565
McIlrath & Eck
Washington
-$15K -1,032 Closed
RTC
566
Riverview Trust Company
Washington
-$12.4K -852 Closed
SN
567
Sittner & Nelson
Oregon
-$11.8K -811 Closed
CSPIA
568
Cary Street Partners Investment Advisory
Virginia
-$11.3K -780 Closed
AAG
569
Armstrong Advisory Group
Massachusetts
-$8.49K -585 Closed
DGAM
570
Desjardins Global Asset Management
Quebec, Canada
-$7.81K -538 Closed
WWP
571
WR Wealth Planners
Missouri
-$7.8K -537 Closed
EARNEST Partners
572
EARNEST Partners
Georgia
-$2.71K -187 Closed
OP
573
ORG Partners
Indiana
-$1.67K -115 Closed
SIA
574
SkyView Investment Advisors
New Jersey
-$1K -46 Closed
NSIM
575
North Star Investment Management
Illinois
-$407 -28 Closed