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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
PG
401
Proffitt & Goodson
Tennessee
$8K
AIM
402
Anchor Investment Management
South Carolina
$7.53K -$11.3K -1,265 -64%
GI
403
Gradient Investments
Minnesota
$7K -$45 -5 -0.7%
TFO
404
Tarbox Family Office
California
$7K +$2.14K +239 +53%
RCA
405
Ranch Capital Advisors
Florida
$6K -$2.24K -250 -31%
VRM
406
Vectors Research Management
New York
$6K
BGIM
407
Brandywine Global Investment Management
Pennsylvania
$6K +$3.24K +361 +303%
AWM
408
Atticus Wealth Management
Florida
$6K +$4.75K +529 New
EIP
409
Ellis Investment Partners
Pennsylvania
$5K +$81 +9 +2%
FHA
410
First Horizon Advisors
Tennessee
$4K -$17.6K -1,963 -83%
CWP
411
CFM Wealth Partners
Texas
$4K
JCM
412
Jacobi Capital Management
Pennsylvania
$4K
M
413
Mirova
France
$4K
TL
414
TrueWealth LLC
Georgia
$4K
BBHC
415
Brown Brothers Harriman & Co
New York
$4K +$1.22K +136 +64%
MF
416
Manchester Financial
California
$4K +$2.92K +325 +5,417%
BAM
417
Barrett Asset Management
New York
$4K +$3.14K +350 New
MAWCM
418
Mine & Arao Wealth Creation & Management
California
$4K +$3.59K +400 New
PK
419
Pflug Koory
Nebraska
$3K
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$3K +$2.13K +237 New
RA
421
Rational Advisors
New York
$3K +$2.49K +278 New
AF
422
Allworth Financial
California
$3K +$2.69K +300 New
APWA
423
Atlas Private Wealth Advisors
New Jersey
$3K +$2.69K +300 New
CQS
424
Credential Qtrade Securities
$2.26K
ZB
425
Zions Bancorporation
Utah
$2K -$338K -37,636 -99%