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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
VCP
451
Verus Capital Partners
Arizona
$6K -$2.36K -155 -19%
GI
452
Gradient Investments
Minnesota
$6K -$1K -66 -9%
MCM
453
McMillion Capital Management
North Carolina
$6K
GFPC
454
Global Financial Private Client
Florida
$5.65K
1W
455
1776 Wealth
Georgia
$5K
VRM
456
Vectors Research Management
New York
$5K
CFG
457
Citizens Financial Group
Rhode Island
$5K +$1.22K +80 +19%
EI
458
Ellevest Inc
New York
$5K +$4.07K +268 +97%
EW
459
Evoke Wealth
California
$4.2K -$15.1K -991 -68%
JCM
460
Jacobi Capital Management
Pennsylvania
$4K
M
461
Mirova
France
$4K
TFO
462
Tarbox Family Office
California
$4K +$4.73K +311 +221%
EIP
463
Ellis Investment Partners
Pennsylvania
$4K +$7.75K +510 New
PK
464
Pflug Koory
Nebraska
$3K
TL
465
TrueWealth LLC
Georgia
$3K
CI
466
CX Institutional
Indiana
$3K +$3.63K +239 +498%
LSA
467
Lion Street Advisors
Texas
$3K +$4.26K +280 New
CT
468
Caldwell Trust
Florida
$2.72K
BGIM
469
Brandywine Global Investment Management
Pennsylvania
$2K
EARNEST Partners
470
EARNEST Partners
Georgia
$2K
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$2K
SC
472
Steph & Co
Wisconsin
$2K
AIC
473
Ameritas Investment Company
Nebraska
$2K +$30 +2 +1%
GWS
474
Glassman Wealth Services
Virginia
$2K +$2.83K +186 +338%
BBHC
475
Brown Brothers Harriman & Co
New York
$2K +$3.21K +211 New