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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
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$71K +$6.81K +759 +13%
AIP
352
Ameritas Investment Partners
Nebraska
$66K
PCG
353
Private Capital Group
Connecticut
$64K +$26.3K +2,934 +96%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$57K -$149K -16,572 -76%
CM
355
Caption Management
Oklahoma
$54K +$44.8K +5,000 New
FBT
356
First Bank & Trust
South Dakota
$49K -$210K -23,392 -84%
QI
357
QS Investors
New York
$43K -$1.17M -130,000 -97%
BCA
358
Berman Capital Advisors
Georgia
$41K +$6.8K +758 +24%
AWA
359
Arkadios Wealth Advisors
Georgia
$35.9K +$28.9K +3,226 +1,613%
PA
360
Parallel Advisors
California
$34K -$18.1K -2,016 -38%
AF
361
Advisornet Financial
Minnesota
$33K +$5.61K +625 +26%
Daiwa Securities Group
362
Daiwa Securities Group
Japan
$32K
CLOS
363
Compagnie Lombard Odier SCmA
Switzerland
$32K +$26.3K +2,935 New
PI
364
PineBridge Investments
New York
$30K -$9.28K -1,035 -27%
RIM
365
Rampart Investment Management
Connecticut
$30K -$2.02K -225 -7%
OPS
366
Orion Portfolio Solutions
Nebraska
$30K +$6.17K +688 +32%
SCM
367
Silvant Capital Management
Georgia
$29K
IA
368
IFP Advisors
Florida
$28K -$9.9K -1,104 -28%
FHA
369
Flagship Harbor Advisors
Massachusetts
$27K -$16K -1,782 -41%
SPIA
370
Steward Partners Investment Advisory
New York
$25K -$978 -109 -4%
EI
371
Ellevest Inc
New York
$25K +$15.6K +1,738 +319%
HNB
372
Huntington National Bank
Ohio
$24K -$21.9K -2,440 -52%
OIA
373
Optimum Investment Advisors
Illinois
$24K +$5.38K +600 +38%
GRP
374
Global Retirement Partners
California
$24K +$8.24K +919 +68%
VFA
375
Valeo Financial Advisors
Indiana
$22K -$1.46K -163 -7%