We are live on ! Find out more

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
Bessemer Group
426
Bessemer Group
New Jersey
$13K -$690K -45,392 -97%
WT
427
Whittier Trust
California
$13K -$84.4K -5,550 -79%
GRP
428
Global Retirement Partners
California
$12K -$6.52K -429 -24%
TPWA
429
TRUE Private Wealth Advisors
Oregon
$12K
JWA
430
JFS Wealth Advisors
Pennsylvania
$12K +$19.8K +1,300 New
CIR
431
Clear Investment Research
Georgia
$11K -$4.56K -300 -20%
First Manhattan
432
First Manhattan
New York
$11K +$19.1K +1,257 New
APA
433
American Portfolios Advisors
New York
$10.9K -$775 -51 -4%
SWM
434
Sugarloaf Wealth Management
Georgia
$10K +$46 +3 +0.3%
AT
435
Arden Trust
Delaware
$10K +$16.1K +1,059 New
CG
436
Cutler Group
California
$9K -$137K -8,989 -89%
LWM
437
Liberty Wealth Management
California
$9K -$6.92K -455 -31%
CFGS
438
Concourse Financial Group Securities
Alabama
$9K -$274 -18 -2%
GCM
439
Gables Capital Management
Florida
$9K
OC
440
Oakworth Capital
Alabama
$9K
SIA
441
SeaBridge Investment Advisors
New Jersey
$9K +$7.6K +500 +100%
LC
442
Lindbrook Capital
California
$9K +$14.5K +957 New
PFBT
443
Parkside Financial Bank & Trust
Missouri
$8K +$4.89K +322 +59%
MRCM
444
M&R Capital Management
New Jersey
$8K +$5.32K +350 +58%
PFO
445
Pathstone Family Office
New Jersey
$8K +$13K +857 New
PG
446
Proffitt & Goodson
Tennessee
$7K
RCA
447
Ranch Capital Advisors
Florida
$7K
SIS
448
Sound Income Strategies
Florida
$7K +$91 +6 +0.8%
KFI
449
Key Financial Inc
Pennsylvania
$7K +$10.6K +700 New
OAM
450
Oppenheimer Asset Management
New York
$6K -$1.4M -92,052 -99%