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457 hedge funds and large institutions have $3.77B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $3.42B → $3.77B (+$358M)

2.63% more ownership

Funds ownership: 69.2%71.83% (+2.6%)

2% more funds holding

Funds holding: 450457 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $26.4M

19% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 182

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
60
Increased
148
Reduced
182
Closed
52
Calls
$26.3M
Puts
$26.4M
Net Calls
-$182K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Cadence Capital Management
Massachusetts
$356K -$69.6K -6,570 -17%
BIAS
252
Beacon Investment Advisory Services
New Jersey
$356K +$331K +31,204 New
CIBC World Market
253
CIBC World Market
Ontario, Canada
$346K +$321K +30,328 New
EW
254
Element Wealth
Mississippi
$344K +$1.99K +188 +0.6%
PAG
255
Private Advisor Group
New Jersey
$341K -$45.8K -4,322 -13%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$327K -$2.12M -200,000 -87%
SCA
257
Sage Capital Advisors
South Dakota
$323K +$964 +91 +0.3%
II
258
IFM Investors
Australia
$322K -$15.5K -1,459 -5%
B
259
Barings
North Carolina
$320K
WCM
260
Weld Capital Management
New York
$316K +$293K +27,656 New
HT
261
HAP Trading
New York
$315K +$292K +27,599 New
BAM
262
Baldrige Asset Management
Pennsylvania
$313K -$49.5K -4,672 -15%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$301K
MML Investors Services
264
MML Investors Services
Massachusetts
$300K +$24K +2,267 +9%
Walleye Capital
265
Walleye Capital
New York
$299K +$277K +26,171 New
KPWS
266
Kestra Private Wealth Services
Texas
$298K +$277K +26,149 New
Wolverine Trading
267
Wolverine Trading
Illinois
$286K +$114K +10,726 +75%
NA
268
NewEdge Advisors
Louisiana
$282K +$262K +24,707 New
WBC
269
Westpac Banking Corp
Australia
$280K -$512K -48,339 -66%
NMERB
270
New Mexico Educational Retirement Board
New Mexico
$275K -$9.54K -900 -4%
WAM
271
World Asset Management
Michigan
$266K -$3.27K -309 -1%
AOWM
272
Alpha Omega Wealth Management
Virginia
$256K +$4.73K +446 +2%
Mariner
273
Mariner
Kansas
$255K +$237K +22,331 New
Teacher Retirement System of Texas
274
Teacher Retirement System of Texas
Texas
$253K +$17K +1,606 +8%
KRS
275
Kentucky Retirement Systems
Kentucky
$250K +$10.3K +974 +5%