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630 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, 267 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

38% more repeat investments, than reductions

Existing positions increased: 267 | 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%)

0% more funds holding

Funds holding: 627630 (+3)

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
630
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
7.76%
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
267
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
GS
676
GTS Securities
New York
-$252K -9,598 Closed
PWM
677
Perigon Wealth Management
California
-$242K -9,228 Closed
ACM
678
AlphaStar Capital Management
North Carolina
-$234K -8,918 Closed
MWM
679
Manske Wealth Management
Texas
-$229K -8,716 Closed
LNWTC
680
Laird Norton Wetherby Trust Company
Washington
-$222K -8,463 Closed
KP
681
Keel Point
Alabama
-$218K -8,300 Closed
APP
682
Avantax Planning Partners
Iowa
-$215K -8,187 Closed
AC
683
AlphaCore Capital
California
-$211K -8,041 Closed
ACM
684
Aster Capital Management
United Arab Emirates
-$203K -7,714 Closed
SIS
685
Strategic Investment Solutions
Illinois
-$78.9K -3,005 Closed
CWMS
686
CFG Wealth Management Services
Indiana
-$78.8K -3,000 Closed
IIM
687
Intact Investment Management
Quebec, Canada
-$78.8K -3,000 Closed
SIM
688
Sentry Investment Management
Wisconsin
-$32K -1,236 Closed
IBOK
689
Independence Bank of Kentucky
Kentucky
-$31.8K -1,210 Closed
DT
690
DV Trading
Illinois
-$26.3K -1,000 Closed
EW
691
Elyxium Wealth
California
-$20.6K -784 Closed
CG
692
Curat Global
New Hampshire
-$18.7K -710 Closed
TCM
693
TD Capital Management
Tennessee
-$16.4K -625 Closed
CIA
694
Cape Investment Advisory
Georgia
-$12.6K -478 Closed
SA
695
Strategic Advocates
Utah
-$6.85K -259 Closed
EB
696
Eastern Bank
Massachusetts
-$4.23K -161 Closed
NWM
697
Nova Wealth Management
Florida
-$2.63K -100 Closed
HHMI
698
Howard Hughes Medical Institute
Maryland
-$2.52K -96 Closed
CWP
699
Clark Wealth Partners
Illinois
-$1.52K -58 Closed
VNA
700
Valley National Advisers
Pennsylvania
-$1K -39 Closed