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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
ADL
426
Asset Dedication LLC
California
$29K -$1.43K -93 -5%
EI
427
Ellevest Inc
New York
$28K +$431 +28 +2%
AWG
428
Altus Wealth Group
Colorado
$27K +$23.6K +1,535 New
JWA
429
JFS Wealth Advisors
Pennsylvania
$26K
PWPS
430
Pinnacle Wealth Planning Services
Ohio
$26K +$23.4K +1,518 New
MF
431
Manchester Financial
California
$25K +$14K +910 +179%
TPWA
432
TRUE Private Wealth Advisors
Oregon
$24K
PFA
433
Professional Financial Advisors
Nebraska
$23K
APA
434
American Portfolios Advisors
New York
$22.4K +$2.17K +141 +12%
ONST
435
Old North State Trust
North Carolina
$22K -$16.3K -1,057 -46%
PFGIA
436
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$4.62K +300 +31%
CIR
437
Clear Investment Research
Georgia
$21K
PWM
438
Perigon Wealth Management
California
$21K +$18.2K +1,183 New
SIS
439
Sound Income Strategies
Florida
$20K +$46 +3 +0.3%
Loomis, Sayles & Company
440
Loomis, Sayles & Company
Massachusetts
$20K +$17.4K +1,132 New
VRM
441
Vectors Research Management
New York
$19K
VFA
442
Valeo Financial Advisors
Indiana
$18K -$8.2K -533 -35%
GCM
443
Gables Capital Management
Florida
$18K
SWM
444
Sugarloaf Wealth Management
Georgia
$17K -$2.35K -153 -14%
CFGS
445
Concourse Financial Group Securities
Alabama
$17K -$1.54K -100 -9%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$17K
AF
447
Advisornet Financial
Minnesota
$16K
CL
448
COWA LLC
Oklahoma
$16K +$12.4K +806 New
WT
449
Whittier Trust
California
$15K -$600 -39 -4%
H
450
Hexavest
Quebec, Canada
$15K