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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
LS
301
Livforsakringsbolaget Skandia
Sweden
$194K
DIS
302
Diversified Investment Strategies
Louisiana
$194K +$74 +7 +0%
M&T Bank
303
M&T Bank
New York
$189K -$28.4K -2,684 -14%
TVAMP
304
Tennessee Valley Asset Management Partners
Tennessee
$187K -$16.6K -1,570 -9%
TRCT
305
Tower Research Capital (TRC)
New York
$186K +$101K +9,504 +139%
UA
306
Unison Advisors
District of Columbia
$182K +$2.44K +230 +1%
DWT
307
Dorsey & Whitney Trust
South Dakota
$182K +$22.9K +2,159 +16%
MWA
308
Meridian Wealth Advisors
Texas
$181K
ASN
309
Advisory Services Network
Georgia
$180K +$167K +15,777 New
AI
310
Atom Investors
Texas
$178K +$166K +15,637 New
BOTW
311
Bank of the West
California
$177K -$37.8K -3,571 -19%
ABC
312
Associated Banc-Corp
Wisconsin
$173K -$793K -74,881 -83%
X
313
Xponance
Pennsylvania
$173K -$254 -24 -0.2%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$166K
FAIM
315
Financial Advocates Investment Management
Washington
$165K +$153K +14,420 New
SFS
316
Sowell Financial Services
Arkansas
$161K +$21.2K +1,997 +17%
SF
317
Synovus Financial
Georgia
$160K -$41.2K -3,891 -22%
SCM
318
Sterneck Capital Management
Missouri
$160K
AIP
319
Ahrens Investment Partners
Louisiana
$156K +$145K +13,700 New
KeyBank National Association
320
KeyBank National Association
Ohio
$155K -$18.6K -1,759 -11%
GA
321
Gateway Advisory
New Jersey
$155K +$24.4K +2,300 +20%
Fayez Sarofim & Co
322
Fayez Sarofim & Co
Texas
$153K
ALAM
323
Asahi Life Asset Management
Japan
$152K +$141K +13,300 New
MWNA
324
Marshall Wace North America
New York
$152K +$141K +13,349 New
MIS
325
Morningstar Investment Services
Illinois
$147K -$3.83K -361 -3%