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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
Pacer Advisors
301
Pacer Advisors
Pennsylvania
$402K +$354K +23,038 New
KPWS
302
Kestra Private Wealth Services
Texas
$399K -$48.1K -3,127 -12%
WCM
303
Weld Capital Management
New York
$393K -$78.5K -5,106 -18%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$389K -$798K -51,894 -70%
BC
305
Bridgefront Capital
Texas
$388K +$342K +22,250 New
QT
306
Quantbot Technologies
New York
$382K -$701K -45,595 -67%
ALAM
307
Asahi Life Asset Management
Japan
$380K +$131K +8,530 +64%
LSV Asset Management
308
LSV Asset Management
Illinois
$374K
SIM
309
Sentry Investment Management
Wisconsin
$374K
MWNA
310
Marshall Wace North America
New York
$374K +$124K +8,074 +60%
CIM
311
Contravisory Investment Management
Massachusetts
$363K +$320K +20,812 New
GSWM
312
Golden State Wealth Management
California
$361K +$318K +20,699 New
AA
313
AlphaCentric Advisors
Puerto Rico
$357K -$21.3K -1,385 -6%
WAM
314
World Asset Management
Michigan
$356K -$44K -2,863 -12%
WA
315
Winfield Associates
Ohio
$347K -$385 -25 -0.1%
Twin Tree Management
316
Twin Tree Management
Texas
$330K -$480K -31,177 -62%
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$323K -$2.51K -163 -0.9%
NCM
318
Novare Capital Management
North Carolina
$322K
Nordea Investment Management
319
Nordea Investment Management
Sweden
$315K
TNB
320
TCF National Bank
South Dakota
$315K +$892 +58 +0.3%
AOWM
321
Alpha Omega Wealth Management
Virginia
$304K -$76.2K -4,953 -22%
DIS
322
Diversified Investment Strategies
Louisiana
$302K -$7.84K -510 -3%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$301K
RIA
324
Realta Investment Advisors
Delaware
$300K -$12.4K -807 -4%
CAM
325
Carret Asset Management
New York
$295K -$10K -650 -4%