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450 hedge funds and large institutions have $3.42B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 159 increasing their positions, 176 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.82B → $3.42B (+$595M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.22% more ownership

Funds ownership: 66.98%69.2% (+2.2%)

5% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $29.4M

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 176

11% less funds holding

Funds holding: 503450 (-53)

43% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 114

Holders
450
Holders Change
-53
Holders Change %
-10.54%
% of All Funds
9.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
159
Reduced
176
Closed
114
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
301
Patton Albertson Miller Group
Tennessee
$177K -$2.69K -300 -2%
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$174K +$3.59K +400 +3%
MWA
303
Meridian Wealth Advisors
Texas
$171K
QIM
304
Quantitative Investment Management
Virginia
$170K +$142K +15,848 New
UA
305
Unison Advisors
District of Columbia
$169K +$5.36K +598 +4%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$166K
KFGK
307
Keystone Financial Group (Kentucky)
Kentucky
$165K +$7.08K +789 +5%
KeyBank National Association
308
KeyBank National Association
Ohio
$165K +$22.8K +2,542 +20%
ECM
309
Everence Capital Management
Indiana
$163K
X
310
Xponance
Pennsylvania
$163K +$136K +15,178 New
CG
311
Caprock Group
Idaho
$159K +$132K +14,767 New
SCA
312
Snowden Capital Advisors
New York
$155K +$129K +14,410 New
SCM
313
Sterneck Capital Management
Missouri
$151K +$5.49K +612 +5%
US Bancorp
314
US Bancorp
Minnesota
$150K -$132K -14,762 -51%
ARTA
315
A.R.T. Advisors
New York
$150K +$125K +13,986 New
Wolverine Trading
316
Wolverine Trading
Illinois
$148K -$526K -58,590 -80%
DWT
317
Dorsey & Whitney Trust
South Dakota
$148K +$124K +13,833 New
NHC
318
Nicholas Hoffman & Company
Georgia
$147K +$122K +13,632 New
Fayez Sarofim & Co
319
Fayez Sarofim & Co
Texas
$144K
BIC
320
Beach Investment Counsel
Pennsylvania
$143K -$65K -7,250 -35%
PT
321
Plimoth Trust
Massachusetts
$139K -$248K -27,634 -68%
MIS
322
Morningstar Investment Services
Illinois
$138K -$10.1K -1,130 -8%
SC
323
Savant Capital
Illinois
$133K +$111K +12,342 New
FFG
324
Ford Financial Group
California
$132K +$395 +44 +0.4%
SFS
325
Sowell Financial Services
Arkansas
$130K -$100K -11,202 -48%