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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
551
Boyd Watterson Asset Management
Ohio
$5.93K
GWM
552
Geneos Wealth Management
Colorado
$5.9K +$5.23K +200 +465%
KFAS
553
Keating Financial Advisory Services
Kansas
$5.85K +$340 +13 +6%
W
554
WealthCollab
Washington
$5.71K
BCWM
555
Bartlett & Co Wealth Management
Ohio
$5.6K +$157 +6 +3%
SHIM
556
Stone House Investment Management
Pennsylvania
$5.42K
RF
557
Rossby Financial
Florida
$5.25K +$4.05K +155 +254%
GSEP
558
Golden State Equity Partners
California
$5.12K +$5.52K +211 New
TCM
559
Triumph Capital Management
Colorado
$4.93K
CA
560
Clearstead Advisors
Ohio
$4.81K -$43.3K -1,657 -89%
CPG
561
Cornerstone Planning Group
New Jersey
$4.79K +$942 +36 +25%
WA
562
Westfuller Advisors
New York
$4.79K +$1.57K +60 +44%
MAM
563
Marquette Asset Management
Minnesota
$4.54K +$4.89K +187 New
JGIA
564
Jackson Grant Investment Advisers
Connecticut
$4.15K
WA
565
Whipplewood Advisors
Colorado
$4.03K +$4.34K +166 New
GKIM
566
GW&K Investment Management
Massachusetts
$4K +$811 +31 +22%
TM
567
Torren Management
California
$3.98K -$39K -1,492 -90%
HNB
568
Hilltop National Bank
Wyoming
$3.94K
GBT
569
Grove Bank & Trust
Florida
$3.84K -$10.6K -405 -72%
TFA
570
Transamerica Financial Advisors
Florida
$3.83K +$732 +28 +22%
RWM
571
Rialto Wealth Management
New York
$3.74K +$759 +29 +23%
KG
572
Kilter Group
New York
$3.55K -$785 -30 -17%
CT
573
Colonial Trust
South Carolina
$3.25K -$392 -15 -10%
AA
574
Ancora Advisors
Ohio
$3.13K -$13.5K -517 -80%
SIM
575
Synergy Investment Management
Florida
$3.13K +$3.38K +129 New