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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
BC
426
Bartlett & Co
Ohio
$2K
EARNEST Partners
427
EARNEST Partners
Georgia
$2K
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$2K
RIA
429
RPG Investment Advisory
California
$2K +$1.79K +200 New
CFA
430
Carroll Financial Associates
North Carolina
$2K +$2.2K +245 New
BCWM
431
Bartlett & Co Wealth Management
Ohio
$1.75K
LWM
432
Liberty Wealth Management
California
$1K -$7.82K -872 -88%
CI
433
CX Institutional
Indiana
$1K -$2.15K -240 -84%
DAM
434
Delta Asset Management
Tennessee
$1K
GC
435
Globeflex Capital
California
$1K
SL
436
Savior LLC
Massachusetts
$1K
TFGT
437
TS Financial Group (TSFG)
Illinois
$1K
WB
438
West Bancorporation
Iowa
$1K
ST
439
Smithfield Trust
Pennsylvania
$1K +$1.17K +130 New
TI
440
tru Independence
Oregon
$15 -$4.49K -500 -26%
Federated Hermes
441
Federated Hermes
Pennsylvania
-$62.7M -6,906,149 Closed
Squarepoint
442
Squarepoint
New York
-$9.09M -1,001,225 Closed
CCM
443
Channing Capital Management
Illinois
-$4.54M -499,402 Closed
FCI
444
Financial Counselors Inc
Kansas
-$3.25M -358,298 Closed
FAF
445
Första AP-fonden
Sweden
-$2.54M -280,000 Closed
PA
446
Prism Advisors
California
-$2.09M -229,715 Closed
Tudor Investment Corp
447
Tudor Investment Corp
Connecticut
-$2.01M -221,794 Closed
GFPC
448
Global Financial Private Capital
Florida
-$1.26M -138,111 Closed
CAG
449
Csenge Advisory Group
Florida
-$24.3M -127,451 Closed
AGM
450
Alpine Global Management
New York
-$1.08M -119,253 Closed