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519 hedge funds and large institutions have $4.85B invested in Invesco in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 172 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 172

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.81% less ownership

Funds ownership: 66.83%66.02% (-0.81%)

1% less funds holding

Funds holding: 524519 (-5)

32% less capital invested

Capital invested by funds: $7.17B → $4.85B (-$2.33B)

49% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $36.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
519
Holders Change
-5
Holders Change %
-0.95%
% of All Funds
8.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
66
Increased
203
Reduced
172
Closed
59
Calls
$18.6M
Puts
$36.5M
Net Calls
-$17.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gotham Asset Management
New York
$3.25M +$1.18M +62,412 +45%
Stifel Financial
102
Stifel Financial
Missouri
$3.24M +$154K +8,144 +4%
Axa
103
Axa
France
$3.23M -$6.73M -355,549 -64%
RC
104
RBF Capital
California
$3.23M
GC
105
Guggenheim Capital
Illinois
$3.14M -$1.66M -87,547 -31%
GFA
106
Gifford Fong Associates
California
$2.99M
GC
107
Gillson Capital
Illinois
$2.93M +$1.76M +92,885 +105%
Wellington Management Group
108
Wellington Management Group
Massachusetts
$2.93M +$1.55M +81,951 +82%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$2.9M
FAT
110
First American Trust
California
$2.88M -$1.8M -95,157 -35%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$2.88M -$4.35M -229,733 -56%
Aberdeen Group
112
Aberdeen Group
United Kingdom
$2.84M +$526K +27,789 +19%
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
$2.83M -$391K -20,669 -11%
PAMS
114
Pictet Asset Management (Switzerland)
Switzerland
$2.8M -$271K -14,335 -8%
Arrowstreet Capital
115
Arrowstreet Capital
Massachusetts
$2.79M +$3.27M +172,873 New
SO
116
STRS Ohio
Ohio
$2.75M +$206K +10,871 +7%
Allianz Asset Management
117
Allianz Asset Management
Germany
$2.69M -$905K -47,857 -22%
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$2.65M -$517K -27,326 -14%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$2.65M +$664K +35,075 +27%
RIM
120
Redwood Investment Management
Arizona
$2.63M +$770K +40,706 +33%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$2.58M -$671K -35,456 -18%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$2.55M
LPL Financial
123
LPL Financial
California
$2.55M -$1.27M -67,211 -30%
Macquarie Group
124
Macquarie Group
Australia
$2.54M -$69.7K -3,686 -2%
BCI
125
Brinker Capital Investments
Pennsylvania
$2.5M +$1,000K +52,853 +52%