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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
OC
451
Oakworth Capital
Alabama
$15K
RCA
452
Ranch Capital Advisors
Florida
$15K +$7.69K +500 +125%
CT
453
Caldwell Trust
Florida
$14.8K
CB
454
CNB Bank
Pennsylvania
$14K -$3.94K -256 -24%
SPIA
455
Steward Partners Investment Advisory
New York
$13K -$9.23K -600 -44%
TFO
456
Tarbox Family Office
California
$12K
JWM
457
Janiczek Wealth Management
Colorado
$12K +$4.28K +278 +70%
EW
458
Evoke Wealth
California
$12K +$9.57K +622 +1,481%
FHC
459
First Horizon Corporation
Tennessee
$11K
IAIM
460
International Assets Investment Management
Florida
$11K +$9.34K +607 New
MAWCM
461
Mine & Arao Wealth Creation & Management
California
$10K
AWM
462
Atticus Wealth Management
Florida
$9K +$77 +5 +0.9%
IA
463
Inspire Advisors
Idaho
$9K +$8.29K +539 New
CI
464
CX Institutional
Indiana
$8K +$369 +24 +6%
JCM
465
Jacobi Capital Management
Pennsylvania
$7K
AIM
466
Anchor Investment Management
South Carolina
$6.97K -$4.62K -300 -43%
HS
467
Horan Securities
United States
$6K +$1.37K +89 +32%
SGAM
468
Smith Group Asset Management
Texas
$6K +$5.08K +330 New
SN
469
Sittner & Nelson
Oregon
$6K +$5.34K +347 New
AWA
470
Arkadios Wealth Advisors
Georgia
$5K -$45.9K -2,984 -90%
GI
471
Gradient Investments
Minnesota
$5K -$3.12K -203 -30%
APWA
472
Atlas Private Wealth Advisors
New Jersey
$5K
PK
473
Pflug Koory
Nebraska
$5K
ZB
474
Zions Bancorporation
Utah
$5K
LAS
475
Lloyd Advisory Services
Georgia
$5K +$4.17K +271 New