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509 hedge funds and large institutions have $5.44B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 147 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

44% more capital invested

Capital invested by funds: $3.77B → $5.44B (+$1.66B)

39% more call options, than puts

Call options by funds: $154M | Put options by funds: $111M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 457509 (+52)

3.96% less ownership

Funds ownership: 71.83%67.87% (-4%)

21% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 186

Holders
509
Holders Change
+52
Holders Change %
+11.38%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
110
Increased
147
Reduced
186
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
401
Federated Hermes
Pennsylvania
$85K +$18.6K +1,208 +33%
NICM
402
Neo Ivy Capital Management
New York
$74K +$65.4K +4,253 New
PCG
403
Private Capital Group
Connecticut
$60K -$11.7K -762 -18%
NL
404
NVWM LLC
Pennsylvania
$60K +$52.7K +3,425 New
DCM
405
Dupont Capital Management
Delaware
$56K -$66.2K -4,302 -57%
RPWA
406
Regent Peak Wealth Advisors
Georgia
$56K +$49.3K +3,204 New
FCH
407
Freestone Capital Holdings
Washington
$55K +$9.28K +603 +24%
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$52K +$15.4K +1,000 +50%
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$51K +$41K +2,664 +1,124%
PA
410
Parallel Advisors
California
$49K -$4.78K -311 -10%
SCM
411
Silvant Capital Management
Georgia
$46K
TWA
412
TCI Wealth Advisors
Arizona
$46K +$431 +28 +1%
IA
413
IFP Advisors
Florida
$44K -$3.6K -234 -8%
FBT
414
First Bank & Trust
South Dakota
$44K -$2.12K -138 -5%
VCG
415
Vantage Consulting Group
Virginia
$44K +$38.9K +2,532 New
FCA
416
FinTrust Capital Advisors
South Carolina
$43K -$7K -455 -16%
HNB
417
Huntington National Bank
Ohio
$43K -$1.98K -129 -5%
GRP
418
Global Retirement Partners
California
$40K
Capstone Investment Advisors
419
Capstone Investment Advisors
New York
$38K -$639K -41,548 -95%
SSB
420
Sandy Spring Bank
Maryland
$35K
Jones Financial Companies
421
Jones Financial Companies
Missouri
$32K +$28.5K +1,854 New
CAAS
422
Capital Asset Advisory Services
Michigan
$31K +$27.3K +1,772 New
EFSCE
423
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
QCG
424
Quadrant Capital Group
Ohio
$30K +$800 +52 +3%
OCM
425
Orion Capital Management
California
$30K +$26.1K +1,700 New