We are live on ! Find out more

509 hedge funds and large institutions have $5.44B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 147 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

44% more capital invested

Capital invested by funds: $3.77B → $5.44B (+$1.66B)

39% more call options, than puts

Call options by funds: $154M | Put options by funds: $111M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 457509 (+52)

3.96% less ownership

Funds ownership: 71.83%67.87% (-4%)

21% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 186

Holders
509
Holders Change
+52
Holders Change %
+11.38%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
110
Increased
147
Reduced
186
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$1.11M +$757K +49,224 +341%
DnB Asset Management
227
DnB Asset Management
Norway
$1.08M -$180K -11,675 -16%
William Blair & Company
228
William Blair & Company
Illinois
$1.07M -$12.1K -785 -1%
SOADOR
229
State of Alaska Department of Revenue
Alaska
$1.07M -$46.7K -3,038 -5%
PG
230
Pendal Group
Australia
$1.04M +$919K +59,736 New
SS
231
Simplicity Solutions
Minnesota
$990K +$874K +56,813 New
SM
232
Sciencast Management
New Jersey
$977K +$810K +52,645 New
EAM
233
Erste Asset Management
Austria
$973K +$880K +57,200 New
TC
234
Trilogy Capital
California
$961K -$82.4K -5,354 -9%
AIM
235
ARGA Investment Management
Connecticut
$949K -$640K -41,628 -43%
CAN
236
Cetera Advisor Networks
California
$937K -$582K -37,856 -41%
IWC
237
Integrated Wealth Concepts
Massachusetts
$931K -$9.46K -615 -1%
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$909K
MSA
239
Mason Street Advisors
Wisconsin
$906K -$14.2K -924 -2%
PP
240
Prospector Partners
Connecticut
$903K +$47.7K +3,100 +6%
AB
241
Amalgamated Bank
New York
$897K +$308 +20 +0%
IA
242
IFG Advisory
Georgia
$889K -$23.3K -1,516 -3%
CA
243
Cetera Advisors
Colorado
$885K -$11.9K -774 -2%
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$851K -$39.7K -2,582 -5%
WBC
245
Westpac Banking Corp
Australia
$842K +$366K +23,775 +97%
MOACM
246
Mutual of America Capital Management
New York
$824K -$29.1K -1,891 -4%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$820K +$187K +12,178 +35%
HC
248
Hourglass Capital
Texas
$805K -$16K -1,040 -2%
BCM
249
Brookstone Capital Management
Illinois
$798K +$705K +45,803 New
FI
250
FormulaFolio Investments
Michigan
$790K +$697K +45,302 New