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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
SIAG
501
Safeguard Investment Advisory Group
California
$1K +$1.54K +100 New
TI
502
tru Independence
Oregon
$16 +$13.9K +905 New
AA
503
ALPS Advisors
Colorado
-$19.5M -1,711,779 Closed
Hudson Bay Capital Management
504
Hudson Bay Capital Management
Connecticut
-$6.85M -600,000 Closed
WorldQuant Millennium Advisors
505
WorldQuant Millennium Advisors
New York
-$4.61M -404,183 Closed
Group One Trading
506
Group One Trading
Illinois
-$4.13M -268,752 Closed
Holocene Advisors
507
Holocene Advisors
New York
-$2.76M -242,089 Closed
Voloridge Investment Management
508
Voloridge Investment Management
Florida
-$2.73M -238,998 Closed
DA
509
Duality Advisers
Florida
-$1.7M -149,020 Closed
EWA
510
Exencial Wealth Advisors
Oklahoma
-$10.8M -104,794 Closed
CF
511
Centaurus Financial
California
-$525K -45,997 Closed
QIM
512
Quantitative Investment Management
Virginia
-$524K -45,941 Closed
ECM
513
Everence Capital Management
Indiana
-$512K -44,902 Closed
LOAMS
514
Lombard Odier Asset Management (Switzerland)
Switzerland
-$506K -44,316 Closed
BC
515
Brookfield Corp
Ontario, Canada
-$424K -37,124 Closed
BFEC
516
Benjamin F. Edwards & Company
Missouri
-$399K -35,000 Closed
AAS
517
Avantax Advisory Services
Texas
-$370K -32,364 Closed
SCA
518
Sage Capital Advisors
South Dakota
-$323K -28,292 Closed
B
519
Barings
North Carolina
-$320K -28,035 Closed
HT
520
HAP Trading
New York
-$425K -27,599 Closed
Walleye Capital
521
Walleye Capital
New York
-$299K -26,171 Closed
Wolverine Trading
522
Wolverine Trading
Illinois
-$384K -24,991 Closed
NA
523
NewEdge Advisors
Louisiana
-$282K -24,707 Closed
Mariner
524
Mariner
Kansas
-$255K -22,331 Closed
NIC
525
Northwest Investment Counselors
Oregon
-$231K -20,286 Closed