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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
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$1.29M -$175K -12,162 -14%
YIH
177
Y-Intercept (HK)
Hong Kong
$1.29M +$1.04M +72,349 New
TRCT
178
Tower Research Capital (TRC)
New York
$1.29M +$820K +56,829 +369%
QC
179
Quadrature Capital
United Kingdom
$1.27M +$630K +43,683 +157%
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$1.26M
SCA
181
Stonebridge Capital Advisors
Minnesota
$1.23M -$46.5K -3,225 -4%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$1.23M
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$1.23M +$74.4K +5,160 +8%
KAS
184
Kestra Advisory Services
Texas
$1.22M +$239K +16,562 +32%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$114K +7,904 +13%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$1.2M -$10.2M -707,107 -91%
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.2M -$350K -24,233 -26%
TVAMP
188
Tennessee Valley Asset Management Partners
Tennessee
$1.17M +$475K +32,898 +101%
OTL
189
Oak Thistle LLC
New York
$1.17M +$943K +65,346 New
OAC
190
OMERS Administration Corp
Ontario, Canada
$1.15M +$931K +64,500 New
URS
191
Utah Retirement Systems
Utah
$1.14M -$1.44K -100 -0.2%
ACP
192
Aviance Capital Partners
Florida
$1.13M -$104K -7,241 -10%
NYLIM
193
New York Life Investment Management
New York
$1.11M -$5.04K -349 -0.6%
Osaic Holdings
194
Osaic Holdings
Arizona
$1.11M -$700K -48,550 -44%
EF
195
Empowered Funds
Pennsylvania
$1.11M +$895K +62,048 New
MOACM
196
Mutual of America Capital Management
New York
$1.07M -$37.9K -2,624 -4%
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
$1.07M -$59.4K -4,119 -6%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$1.06M +$71K +4,918 +9%
X
199
Xponance
Pennsylvania
$1.04M -$176K -12,184 -17%
AC
200
AXQ Capital
New Jersey
$1.02M +$502K +34,800 +156%