We are live on ! Find out more

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
CA
376
Crewe Advisors
Utah
$29K +$27.1K +2,553 New
GRP
377
Global Retirement Partners
California
$26K
ONST
378
Old North State Trust
North Carolina
$26K +$24.4K +2,307 New
OIA
379
Optimum Investment Advisors
Illinois
$25K
SSB
380
Sandy Spring Bank
Maryland
$23K
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$23K +$5.58K +527 +36%
ADL
382
Asset Dedication LLC
California
$20K +$985 +93 +5%
QCG
383
Quadrant Capital Group
Ohio
$19K -$2.2K -208 -11%
EFSCE
384
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
EI
385
Ellevest Inc
New York
$18K -$7.35K -694 -30%
VFA
386
Valeo Financial Advisors
Indiana
$18K -$5.7K -538 -26%
JWA
387
JFS Wealth Advisors
Pennsylvania
$17K
PFA
388
Professional Financial Advisors
Nebraska
$17K +$14.1K +1,331 New
SIAS
389
Shine Investment Advisory Services
Colorado
$17K +$15.6K +1,474 New
CCM
390
Chiron Capital Management
Florida
$17K +$15.9K +1,500 New
TPWA
391
TRUE Private Wealth Advisors
Oregon
$16K
SPIA
392
Steward Partners Investment Advisory
New York
$15K -$10.8K -1,015 -43%
CIR
393
Clear Investment Research
Georgia
$14K
APA
394
American Portfolios Advisors
New York
$13.1K -$6.53K -616 -35%
SIS
395
Sound Income Strategies
Florida
$13K +$42 +4 +0.4%
SWM
396
Sugarloaf Wealth Management
Georgia
$13K +$11.9K +1,123 New
CB
397
CNB Bank
Pennsylvania
$12K -$8.89K -839 -44%
CFGS
398
Concourse Financial Group Securities
Alabama
$12K
VRM
399
Vectors Research Management
New York
$12K +$5.14K +485 +84%
GCM
400
Gables Capital Management
Florida
$12K +$11K +1,037 New