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503 hedge funds and large institutions have $2.82B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 196 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $22.6M

15% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 170

0.07% less ownership

Funds ownership: 67.05%66.98% (-0.07%)

3% less funds holding

Funds holding: 519503 (-16)

15% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 87

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

48% less capital invested

Capital invested by funds: $5.47B → $2.82B (-$2.65B)

Holders
503
Holders Change
-16
Holders Change %
-3.08%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
74
Increased
196
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$47K +$51K +3,356 +177%
HNB
402
Huntington National Bank
Ohio
$42K -$78.6K -5,170 -53%
LAS
403
Lloyd Advisory Services
Georgia
$41K -$7.81K -514 -10%
FHA
404
Flagship Harbor Advisors
Massachusetts
$40K +$11.9K +782 +22%
CWP
405
CFM Wealth Partners
Texas
$38K +$63.9K +4,205 New
IA
406
IFP Advisors
Florida
$37K -$59.9K -3,940 -50%
PI
407
PineBridge Investments
New York
$35K +$58K +3,814 New
CIA
408
CSat Investment Advisory
Michigan
$33K -$638 -42 -1%
DSC
409
Duncker Streett & Co
Missouri
$33K +$289 +19 +0.5%
PCG
410
Private Capital Group
Connecticut
$28K +$14.8K +973 +47%
RIM
411
Rampart Investment Management
Connecticut
$27K -$23.6K -1,554 -34%
BCA
412
Berman Capital Advisors
Georgia
$27K +$41.2K +2,711 +598%
SCM
413
Silvant Capital Management
Georgia
$24K
AF
414
Advisornet Financial
Minnesota
$22K -$80.2K -5,275 -69%
SPIA
415
Steward Partners Investment Advisory
New York
$22K -$7.51K -494 -17%
VFA
416
Valeo Financial Advisors
Indiana
$22K +$18.8K +1,238 +124%
FHA
417
First Horizon Advisors
Tennessee
$21K -$9.61K -632 -21%
FCA
418
FinTrust Capital Advisors
South Carolina
$19K
OPS
419
Orion Portfolio Solutions
Nebraska
$19K +$18.8K +1,237 +139%
AIM
420
Anchor Investment Management
South Carolina
$17.8K +$167 +11 +0.6%
ClearBridge Investments
421
ClearBridge Investments
New York
$17K -$304 -20 -1%
PCM
422
Prelude Capital Management
New York
$16K +$26.1K +1,714 New
OIA
423
Optimum Investment Advisors
Illinois
$15K -$35K -2,300 -59%
ADL
424
Asset Dedication LLC
California
$15K
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$13.2K +870 +115%