We are live on ! Find out more

503 hedge funds and large institutions have $2.82B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 196 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $22.6M

15% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 170

0.07% less ownership

Funds ownership: 67.05%66.98% (-0.07%)

3% less funds holding

Funds holding: 519503 (-16)

15% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 87

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

48% less capital invested

Capital invested by funds: $5.47B → $2.82B (-$2.65B)

Holders
503
Holders Change
-16
Holders Change %
-3.08%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
74
Increased
196
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
AE Wealth Management
Kansas
$228K +$41.2K +2,713 +12%
ECM
302
ExodusPoint Capital Management
New York
$226K +$379K +24,906 New
YMRC
303
Yorktown Management & Research Company
Virginia
$218K -$182K -12,000 -33%
VCA
304
Verdence Capital Advisors
Maryland
$217K +$363K +23,862 New
COPPSERS
305
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$216K -$2.87K -189 -0.8%
CIAS
306
Capital Investment Advisory Services
North Carolina
$215K +$21.3K +1,403 +6%
LAM
307
Lingohr Asset Management
Germany
$214K -$462K -30,400 -56%
NMERB
308
New Mexico Educational Retirement Board
New Mexico
$213K -$114K -7,500 -24%
OR
309
Olympiad Research
Connecticut
$212K +$355K +23,339 New
SFS
310
Sowell Financial Services
Arkansas
$211K +$335K +22,058 +1,814%
VFA
311
Voya Financial Advisors
Connecticut
$206K -$31.6K -2,079 -9%
WA
312
Winfield Associates
Ohio
$198K +$28.3K +1,865 +9%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$198K +$79.4K +5,224 +31%
N
314
Natixis
France
$195K -$735K -48,324 -69%
TNB
315
TCF National Bank
South Dakota
$195K
Voloridge Investment Management
316
Voloridge Investment Management
Florida
$193K +$324K +21,304 New
BIC
317
Beach Investment Counsel
Pennsylvania
$187K
ECM
318
Everence Capital Management
Indiana
$185K
HI
319
Horizon Investments
North Carolina
$184K +$57.5K +3,786 +22%
SS
320
Simplicity Solutions
Minnesota
$181K +$18.3K +1,206 +6%
CAM
321
Carret Asset Management
New York
$177K +$85.9K +5,650 +41%
NB
322
Norinchukin Bank
Japan
$176K -$129K -8,497 -30%
Nordea Investment Management
323
Nordea Investment Management
Sweden
$176K
GBT
324
Grove Bank & Trust
Florida
$176K +$3.15K +207 +1%
Two Sigma Advisers
325
Two Sigma Advisers
New York
$175K +$293K +19,300 New