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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
SSB
376
Sandy Spring Bank
Maryland
$22K +$17.9K +2,000 New
TWA
377
TCI Wealth Advisors
Arizona
$22K +$18.1K +2,022 +4,302%
CB
378
CNB Bank
Pennsylvania
$21K -$265K -29,588 -94%
QCG
379
Quadrant Capital Group
Ohio
$20K -$69.1K -7,702 -80%
ADL
380
Asset Dedication LLC
California
$19K
APA
381
American Portfolios Advisors
New York
$19K +$4.99K +556 +46%
EFSCE
382
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$538 +60 +4%
DSC
383
Duncker Streett & Co
Missouri
$16K -$19.1K -2,127 -59%
JWA
384
JFS Wealth Advisors
Pennsylvania
$16K +$1.79K +200 +15%
TPWA
385
TRUE Private Wealth Advisors
Oregon
$15K
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$15K +$13.2K +1,475 New
H
387
Hexavest
Quebec, Canada
$14K +$11.5K +1,277 New
WT
388
Whittier Trust
California
$13K -$1.44K -160 -11%
CIR
389
Clear Investment Research
Georgia
$13K
First Manhattan
390
First Manhattan
New York
$13K
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$8.61K +960 +361%
SIS
392
Sound Income Strategies
Florida
$12K +$2.92K +326 +41%
SIA
393
SeaBridge Investment Advisors
New Jersey
$11K
CFGS
394
Concourse Financial Group Securities
Alabama
$11K +$897 +100 +10%
BL
395
Balentine LLC
Georgia
$11K +$8.7K +970 +1,492%
CG
396
Cutler Group
California
$10K -$897 -100 -9%
OC
397
Oakworth Capital
Alabama
$10K -$798 -89 -9%
PFBT
398
Parkside Financial Bank & Trust
Missouri
$10K +$816 +91 +10%
FCA
399
FinTrust Capital Advisors
South Carolina
$9K -$11K -1,225 -60%
MRCM
400
M&R Capital Management
New Jersey
$9K -$852 -95 -10%