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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
WT
401
Whittier Trust
California
$11K -$4.06K -383 -30%
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$2.82K -266 -22%
PFBT
403
Parkside Financial Bank & Trust
Missouri
$11K +$106 +10 +1%
JC
404
JBF Capital
Colorado
$11K +$10.6K +1,000 New
AF
405
Advisornet Financial
Minnesota
$10K -$22.5K -2,125 -70%
H
406
Hexavest
Quebec, Canada
$10K -$4.55K -429 -34%
OC
407
Oakworth Capital
Alabama
$10K
CT
408
Caldwell Trust
Florida
$9.66K +$8.97K +847 New
GI
409
Gradient Investments
Minnesota
$8K
TFO
410
Tarbox Family Office
California
$8K
AIM
411
Anchor Investment Management
South Carolina
$7.99K
MAWCM
412
Mine & Arao Wealth Creation & Management
California
$7K +$2.12K +200 +50%
OSNBOA
413
Old Second National Bank of Aurora
Illinois
$7K +$6.36K +600 New
ST
414
Sageworth Trust
Pennsylvania
$7K +$6.59K +622 +2,221%
FHC
415
First Horizon Corporation
Tennessee
$7K +$6.77K +639 New
AWM
416
Atticus Wealth Management
Florida
$6K +$95 +9 +2%
MF
417
Manchester Financial
California
$6K +$1.89K +178 +54%
JCM
418
Jacobi Capital Management
Pennsylvania
$5K
CI
419
CX Institutional
Indiana
$5K +$4.02K +379 +806%
JWM
420
Janiczek Wealth Management
Colorado
$5K +$4.18K +395 New
RCA
421
Ranch Capital Advisors
Florida
$4K -$1.74K -164 -29%
FHA
422
First Horizon Advisors
Tennessee
$4K +$21 +2 +0.5%
CFD
423
Creative Financial Designs
Indiana
$3K -$279K -26,319 -99%
APWA
424
Atlas Private Wealth Advisors
New Jersey
$3K
OSAM
425
O'Shaughnessy Asset Management
Connecticut
$3K