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450 hedge funds and large institutions have $3.42B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 159 increasing their positions, 176 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.82B → $3.42B (+$595M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.22% more ownership

Funds ownership: 66.98%69.2% (+2.2%)

5% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $29.4M

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 176

11% less funds holding

Funds holding: 503450 (-53)

43% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 114

Holders
450
Holders Change
-53
Holders Change %
-10.54%
% of All Funds
9.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
159
Reduced
176
Closed
114
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bay Harbor Wealth Management
Maryland
-$50K -5,542 Closed
KMWM
527
Keudell/Morrison Wealth Management
Oregon
-$927K -4,870 Closed
LAS
528
Lloyd Advisory Services
Georgia
-$41K -4,544 Closed
ClearBridge Investments
529
ClearBridge Investments
New York
-$17K -1,920 Closed
PCM
530
Prelude Capital Management
New York
-$16K -1,714 Closed
AFAS
531
Acorn Financial Advisory Services
Virginia
-$248K -1,301 Closed
SWM
532
Sugarloaf Wealth Management
Georgia
-$10K -1,118 Closed
AT
533
Arden Trust
Delaware
-$10K -1,059 Closed
GCM
534
Gables Capital Management
Florida
-$9K -1,037 Closed
LC
535
Lindbrook Capital
California
-$9K -957 Closed
PFO
536
Pathstone Family Office
New Jersey
-$8K -857 Closed
GFPC
537
Global Financial Private Client
Florida
-$5.65K -705 Closed
KFI
538
Key Financial Inc
Pennsylvania
-$7K -700 Closed
MCM
539
McMillion Capital Management
North Carolina
-$6K -672 Closed
CFG
540
Citizens Financial Group
Rhode Island
-$5K -506 Closed
EW
541
Evoke Wealth
California
-$3.77K -420 -91%
1W
542
1776 Wealth
Georgia
-$5K -327 Closed
CT
543
Caldwell Trust
Florida
-$2.72K -300 Closed
LSA
544
Lion Street Advisors
Texas
-$3K -280 Closed
GWS
545
Glassman Wealth Services
Virginia
-$2K -241 Closed
SFSIG
546
San Francisco Sentry Investment Group
California
-$2K -233 Closed
AIC
547
Ameritas Investment Company
Nebraska
-$2K -204 Closed
SC
548
Steph & Co
Wisconsin
-$2K -200 Closed
SMFS
549
Squar Milner Financial Services
California
-$1K -171 Closed
BWM
550
BerganKDV Wealth Management
Minnesota
-$1K -97 Closed