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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
PK
426
Pflug Koory
Nebraska
$3K
AF
427
Allworth Financial
California
$3K +$53 +5 +2%
ZB
428
Zions Bancorporation
Utah
$3K +$901 +85 +39%
FFA
429
Founders Financial Alliance
North Carolina
$3K +$2.84K +268 New
HS
430
Horan Securities
United States
$3K +$2.96K +279 New
CHAM
431
Clear Harbor Asset Management
Connecticut
$2.28K +$2.12K +200 New
BC
432
Bartlett & Co
Ohio
$2K
CFA
433
Carroll Financial Associates
North Carolina
$2K
EARNEST Partners
434
EARNEST Partners
Georgia
$2K
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$2K
WAS
436
Winch Advisory Services
Wisconsin
$2K +$1.61K +152 New
CFB
437
Cullen/Frost Bankers
Texas
$2K +$1.73K +163 +906%
PFWA
438
Paces Ferry Wealth Advisors
Georgia
$2K +$1.98K +187 New
BCWM
439
Bartlett & Co Wealth Management
Ohio
$1.86K
Millennium Management
440
Millennium Management
New York
$1.09K +$661K +62,410 +189%
TAIM
441
TD Ameritrade Investment Management
Nebraska
$1K -$464K -43,800 -100%
MRCM
442
M&R Capital Management
New Jersey
$1K -$7.42K -700 -81%
DAM
443
Delta Asset Management
Tennessee
$1K
GC
444
Globeflex Capital
California
$1K
SL
445
Savior LLC
Massachusetts
$1K
WB
446
West Bancorporation
Iowa
$1K
LWM
447
Liberty Wealth Management
California
$1K +$11 +1 +0.8%
PFS
448
Prospera Financial Services
Texas
$1K +$911 +86 New
FCA
449
FinTrust Capital Advisors
South Carolina
$33 +$22.1K +2,089 +253%
ACL
450
Azora Capital LP
Florida
-$7.59M -705,733 Closed