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554 hedge funds and large institutions have $7.22B invested in Invesco in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 215 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $39.9M

11% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 56

0.97% more ownership

Funds ownership: 63.35%64.32% (+0.97%)

1% less funds holding

Funds holding: 557554 (-3)

10% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 215

7% less capital invested

Capital invested by funds: $7.79B → $7.22B (-$564M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
554
Holders Change
-3
Holders Change %
-0.54%
% of All Funds
9.7%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
62
Increased
194
Reduced
215
Closed
56
Calls
$55.4M
Puts
$39.9M
Net Calls
+$15.5M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$12K
RCA
502
Ranch Capital Advisors
Florida
$12K +$75 +3 +0.6%
KIG
503
Kowal Investment Group
Wisconsin
$12K +$12.6K +505 New
FBT
504
First Bank & Trust
South Dakota
$11K -$10.3K -410 -47%
BWM
505
BerganKDV Wealth Management
Minnesota
$11K
FCA
506
FinTrust Capital Advisors
South Carolina
$11K
MHR
507
Matthew Hamilton Rosenberg
$11K
PK
508
Pflug Koory
Nebraska
$11K
AF
509
Allworth Financial
California
$11K +$11.5K +459 New
JCM
510
Jacobi Capital Management
Pennsylvania
$10K
ZB
511
Zions Bancorporation
Utah
$10K
AWM
512
Atticus Wealth Management
Florida
$10K +$1.63K +65 +20%
CB
513
CNB Bank
Pennsylvania
$9K -$4.45K -178 -32%
APWA
514
Atlas Private Wealth Advisors
New Jersey
$8K +$1.02K +41 +14%
TWP
515
TFO Wealth Partners
Ohio
$8K +$3.5K +140 New
RTL
516
Red Tortoise LLC
Georgia
$7K +$12.4K +494 New
HWA
517
Heritage Wealth Advisors
Virginia
$5.91K
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$5K -$400 -16 -7%
CFD
519
Creative Financial Designs
Indiana
$5K
EARNEST Partners
520
EARNEST Partners
Georgia
$5K
EAM
521
Eukles Asset Management
Ohio
$5K
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$5K
LF
523
Lee Financial
Texas
$5K +$25 +1 +0.5%
CWM
524
Cranbrook Wealth Management
Michigan
$5K +$5.38K +215 New
Nisa Investment Advisors
525
Nisa Investment Advisors
Missouri
$4.14K -$1.22M -48,820 -22%