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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
TFM
1
Trian Fund Management
New York
$899M +$32.6M +1,724,600 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$815M -$30.4M -1,605,281 -3%
BlackRock
3
BlackRock
New York
$642M +$34.2M +1,807,112 +5%
State Street
4
State Street
Massachusetts
$259M -$11.8M -621,642 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$144M -$341K -18,025 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$112M +$2.97M +157,200 +2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$110M -$1.12M -59,135 -0.9%
JP Morgan Chase
8
JP Morgan Chase
New York
$78.6M -$4.05M -213,813 -4%
Morgan Stanley
9
Morgan Stanley
New York
$78M +$20.1M +1,064,494 +28%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$69.2M -$9.28M -490,573 -10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$58.3M +$2.89M +152,691 +4%
Northern Trust
12
Northern Trust
Illinois
$56.5M +$736K +38,919 +1%
Norges Bank
13
Norges Bank
Norway
$55.4M +$1.22M +64,357 +2%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$51.9M -$3.41M -180,400 -5%
AQR Capital Management
15
AQR Capital Management
Connecticut
$49M +$9.84M +519,902 +20%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$47.4M +$2.35M +124,108 +4%
Charles Schwab
17
Charles Schwab
California
$44.5M +$422K +22,293 +0.8%
Pzena Investment Management
18
Pzena Investment Management
New York
$43.3M +$113K +5,979 +0.2%
Swedbank
19
Swedbank
Sweden
$41.3M
Goldman Sachs
20
Goldman Sachs
New York
$39.9M +$2.27M +119,731 +5%
Millennium Management
21
Millennium Management
New York
$39.8M +$46.3M +2,445,302 +12,510%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$39.7M -$870K -45,992 -2%
Bank of America
23
Bank of America
North Carolina
$37.2M +$8.66M +457,826 +25%
KP
24
Kiltearn Partners
United Kingdom
$33.8M -$6.54M -345,700 -14%
Deutsche Bank
25
Deutsche Bank
Germany
$33.1M -$5.21M -275,147 -12%