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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
SFSIG
476
San Francisco Sentry Investment Group
California
$2K +$3.54K +233 New
PFGIA
477
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$4.04K +266 New
CQS
478
Credential Qtrade Securities
$1.91K +$3.19K +210 New
AWA
479
Arkadios Wealth Advisors
Georgia
$1.82K
BCWM
480
Bartlett & Co Wealth Management
Ohio
$1.48K
TFGT
481
TS Financial Group (TSFG)
Illinois
$1K -$15.2K -1,000 -96%
BWM
482
BerganKDV Wealth Management
Minnesota
$1K -$7.87K -518 -84%
BL
483
Balentine LLC
Georgia
$1K -$4.24K -279 -81%
DAM
484
Delta Asset Management
Tennessee
$1K
GC
485
Globeflex Capital
California
$1K
SL
486
Savior LLC
Massachusetts
$1K
SMFS
487
Squar Milner Financial Services
California
$1K
WB
488
West Bancorporation
Iowa
$1K
CAN
489
Claraphi Advisory Network
United States
$1K +$1.17K +77 New
BC
490
Bartlett & Co
Ohio
$1K +$2.48K +163 New
WQ
491
Wealth Quarterback
New Jersey
$336
NL
492
NWAM LLC
Washington
$224 +$66.2K +4,358 +21%
TI
493
tru Independence
Oregon
$17
Balyasny Asset Management
494
Balyasny Asset Management
Illinois
-$35.3M -1,962,776 Closed
RP
495
Reinhart Partners
Wisconsin
-$28.8M -1,600,218 Closed
VLKIM
496
Van Lanschot Kempen Investment Management
Netherlands
-$12.7M -705,977 Closed
D.E. Shaw & Co
497
D.E. Shaw & Co
New York
-$10.4M -580,601 Closed
JIM
498
Jupiter Investment Management
United Kingdom
-$5.07M -282,243 Closed
AU
499
Algebris (UK)
United Kingdom
-$4.59M -255,042 Closed
IAN
500
Integrated Advisors Network
Texas
-$4.33M -241,108 Closed