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508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $4.42B → $5.55B (+$1.13B)

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 504508 (+4)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

1.1% less ownership

Funds ownership: 70.9%69.81% (-1.1%)

27% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $38.3M

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
171
Reduced
183
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
101
Rafferty Asset Management
New York
$3.56M +$233K +13,629 +7%
AB
102
Amalgamated Bank
New York
$3.54M +$989K +57,821 +42%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$3.5M -$68.3K -3,994 -2%
GFA
104
Gifford Fong Associates
California
$3.33M
Russell Investments Group
105
Russell Investments Group
United Kingdom
$3.19M -$220K -12,865 -7%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$3.11M -$367K -21,456 -11%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$3.09M +$28.8K +1,682 +1%
BCI
108
Brinker Capital Investments
Pennsylvania
$3.06M -$188K -11,020 -6%
MSV
109
MN Services Vermogensbeheer
Netherlands
$3.04M -$393K -23,000 -12%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$2.95M +$95.1K +5,561 +4%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$2.94M
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$2.92M -$69.6K -4,070 -2%
RIM
113
Redwood Investment Management
Arizona
$2.9M -$423K -24,758 -13%
Macquarie Group
114
Macquarie Group
Australia
$2.8M
HSA
115
Hussman Strategic Advisors
Maryland
$2.79M
GF
116
Gabelli Funds
New York
$2.79M +$68.4K +4,000 +3%
SLAM
117
Swiss Life Asset Management
$2.78M +$247K +14,445 +10%
SC
118
Scotia Capital
Ontario, Canada
$2.74M -$18.7K -1,095 -0.7%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$2.74M -$3.73M -217,902 -59%
CWM
120
CIBC World Markets
New York
$2.7M +$1.29M +75,170 +100%
Asset Management One
121
Asset Management One
Japan
$2.68M +$38.2K +2,235 +2%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$2.62M -$92.2K -5,391 -4%
LPL Financial
123
LPL Financial
California
$2.62M -$1.46M -85,139 -37%
IMRF
124
Illinois Municipal Retirement Fund
Illinois
$2.59M
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$2.59M -$242K -14,166 -9%