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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.76M +$119K +8,243 +9%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$1.71M -$1.89M -130,748 -58%
TI
153
Trexquant Investment
Connecticut
$1.69M +$290K +20,083 +27%
ASRS
154
Arizona State Retirement System
Arizona
$1.68M +$4.44K +308 +0.3%
Wealthfront Advisers
155
Wealthfront Advisers
California
$1.68M -$56.9K -3,941 -4%
CWM
156
CIBC World Markets
New York
$1.64M +$284K +19,690 +27%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$1.6M -$184K -12,732 -12%
QCM
158
QRG Capital Management
Illinois
$1.58M -$375 -26 -0%
HAM
159
Harmony Asset Management
Arizona
$1.55M +$1.26M +87,125 New
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$1.55M +$204K +14,122 +19%
KPWS
161
Kestra Private Wealth Services
Texas
$1.48M +$188K +13,027 +19%
BOSSRA
162
B.O.S.S. Retirement Advisors
Utah
$1.46M -$151K -10,448 -11%
EAM
163
Erste Asset Management
Austria
$1.43M +$59.6K +4,131 +6%
QOP
164
Quinn Opportunity Partners
Virginia
$1.42M -$1.01M -70,000 -47%
Aberdeen Group
165
Aberdeen Group
United Kingdom
$1.41M -$7.17M -497,184 -86%
CNB
166
Czech National Bank
Czech Republic
$1.4M +$4.72K +327 +0.4%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$1.4M -$381K -26,390 -25%
YCM
168
Yousif Capital Management
Michigan
$1.39M -$18.6K -1,286 -2%
WorldQuant Millennium Advisors
169
WorldQuant Millennium Advisors
New York
$1.39M +$1.12M +77,763 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$1.35M +$101K +6,994 +10%
MCM
171
Mork Capital Management
California
$1.31M
LA
172
LBP AM
France
$1.31M -$342K -23,736 -24%
BCM
173
Bayesian Capital Management
New York
$1.31M +$700K +48,500 +196%
RJA
174
Raymond James & Associates
Florida
$1.3M +$102K +7,104 +11%
CT
175
ClearAlpha Technologies
Connecticut
$1.29M +$1.05M +72,433 New