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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
SWP
576
SIMA Wealth Partners
Virginia
$3.04K
PWMG
577
Prestige Wealth Management Group
New Jersey
$2.87K
PIS
578
POM Investment Strategies
North Carolina
$2.87K
CLOS
579
Compagnie Lombard Odier SCmA
Switzerland
$2.67K
BFS
580
Bare Financial Services
Pennsylvania
$2.62K +$2.83K +108 New
RWS
581
Retirement Wealth Solutions
Wisconsin
$2.55K +$366 +14 +15%
BL
582
BFSG LLC
California
$2.43K
DPW
583
DiNuzzo Private Wealth
Pennsylvania
$2.36K
PWA
584
Physician Wealth Advisors
Utah
$2.19K
Q1WB
585
Quest 10 Wealth Builders
Virginia
$2.15K
1IA
586
1620 Investment Advisors
Massachusetts
$1.94K
AT
587
Arlington Trust
Alabama
$1.9K +$2.04K +78 New
AUB
588
Atlantic Union Bankshares
Virginia
$1.8K +$1.94K +74 New
SSG
589
Summit Securities Group
New York
$1.77K -$25.9K -989 -93%
DF
590
Dunhill Financial
United Kingdom
$1.61K +$314 +12 +22%
SWP
591
Strategic Wealth Partners
Ohio
$1.6K
T
592
Tidemark
California
$1.6K +$288 +11 +20%
BWL
593
Bogart Wealth LLC
Virginia
$1.51K +$1.62K +62 New
BHWM
594
Bay Harbor Wealth Management
Maryland
$1.48K +$497 +19 +45%
RFS
595
Richardson Financial Services
Massachusetts
$1.46K +$1.57K +60 New
CJ
596
Caitlin John
Michigan
$1.29K -$13.1K -500 -90%
NSIM
597
North Star Investment Management
Illinois
$1.04K +$1.13K +43 New
HFS
598
Hughes Financial Services
Virginia
$1.02K
CAL
599
Capital Advisors Ltd
Ohio
$1K
ACA
600
American Capital Advisory
Idaho
$996 -$262 -10 -20%