511 hedge funds and large institutions have $6.1B invested in Invesco in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 210 increasing their positions, 171 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
6.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
69
Increased
210
Reduced
171
Closed
69
Calls
$32.1M
Puts
$23.9M
Net Calls
+$8.21M
Net Calls Change
+$365M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
551
Commerce Bank
Missouri
-$209K -11,943 Closed
PWM
552
Perigon Wealth Management
California
-$198K -11,753 Closed
IF
553
IRON Financial
Illinois
-$202K -11,578 Closed
MWA
554
Meridian Wealth Advisors
Texas
-$189K -10,798 Closed
PAG
555
Poinciana Advisors Group
Florida
-$175K -10,001 Closed
Capstone Investment Advisors
556
Capstone Investment Advisors
New York
-$173K -9,876 Closed
PHK
557
Point72 Hong Kong
Hong Kong
-$133K -7,598 Closed
GM
558
GeoWealth Management
Illinois
-$45.2K -2,585 Closed
ACM
559
Aster Capital Management
United Arab Emirates
-$41.6K -2,379 Closed
CT
560
Colonial Trust
South Carolina
-$37.9K -2,171 Closed
SIM
561
Sentry Investment Management
Wisconsin
-$31K -1,751 Closed
AWM
562
Avior Wealth Management
Nebraska
-$27.3K -1,561 Closed
VWM
563
Venturi Wealth Management
Texas
-$22.4K -1,279 Closed
PCM
564
Penserra Capital Management
California
-$19K -1,137 Closed
CP
565
Castleview Partners
Texas
-$19.8K -1,123 Closed
GXJ
566
Global X Japan
Japan
-$13.9K -796 Closed
EC
567
Elequin Capital
New York
-$9.96K -570 Closed
RCM
568
Raleigh Capital Management
North Carolina
-$6.5K -372 Closed
T
569
Transce3nd
Texas
-$5.24K -300 Closed
CFB
570
Cullen/Frost Bankers
Texas
-$1.21K -69 Closed
SO
571
Sierra Ocean
California
-$1.17K -66 Closed
CJ
572
Caitlin John
Michigan
-$926 -53 Closed
CAS
573
Coppell Advisory Solutions
Texas
-$752 -43 Closed
BFPW
574
BOK Financial Private Wealth
Colorado
-$577 -33 Closed
HWA
575
Heritage Wealth Advisors
Virginia
-$507 -29 Closed