We are live on ! Find out more

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
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$6.22M +$180K +6,899 +3%
Prudential Financial
102
Prudential Financial
New Jersey
$6.2M -$11.9M -454,162 -64%
PCM
103
Poehling Capital Management
Wisconsin
$6.15M -$9.99K -382 -0.2%
Wellington Management Group
104
Wellington Management Group
Massachusetts
$6.12M +$946K +36,171 +17%
Victory Capital Management
105
Victory Capital Management
Texas
$6.04M +$591K +22,606 +10%
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$5.89M -$209K -8,000 -3%
Stifel Financial
107
Stifel Financial
Missouri
$5.87M +$904K +34,549 +17%
Creative Planning
108
Creative Planning
Kansas
$5.86M +$1.52M +57,957 +32%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.67M +$1.42M +54,321 +30%
EAM
110
Erste Asset Management
Austria
$5.66M +$825K +31,550 +15%
Corient Private Wealth
111
Corient Private Wealth
Florida
$5.47M +$478K +18,272 +9%
WG
112
Winton Group
United Kingdom
$5.42M +$5.1M +194,960 +696%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$5.38M -$3.25M -124,418 -36%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$5.31M -$182K -6,973 -3%
OCM
115
Olstein Capital Management
New York
$5.27M -$419K -16,000 -7%
GF
116
Gabelli Funds
New York
$5.22M
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$5.14M -$1.71M -65,553 -24%
FDP
118
Financiere des Professionnels
Quebec, Canada
$5.05M +$5.44M +207,800 New
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$4.99M -$1.44M -54,953 -21%
DADC
120
D.A. Davidson & Co
Montana
$4.97M +$213K +8,124 +4%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$4.86M -$6.47M -247,164 -55%
LPL Financial
122
LPL Financial
California
$4.81M -$2.77M -106,048 -35%
JF
123
Jump Financial
Illinois
$4.8M +$5.17M +197,601 New
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$4.73M +$730K +27,910 +17%
VIP
125
Vista Investment Partners
Oklahoma
$4.53M +$4.88M +186,645 New