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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
H
551
Hexavest
Quebec, Canada
-$25K -1,411 Closed
ACM
552
Allred Capital Management
Texas
-$22.6K -1,258 Closed
GLI
553
Guardian Life Insurance
New York
-$20K -1,097 Closed
WTC
554
WhitTier Trust Company
Nevada
-$19K -1,070 Closed
GAM
555
Gemmer Asset Management
California
-$14K -793 Closed
LWM
556
Lenox Wealth Management
Ohio
-$11K -600 Closed
PA
557
Procyon Advisors
Connecticut
-$9K -500 Closed
BCI
558
Brinker Capital Investments
Pennsylvania
-$9K -478 Closed
NIM
559
NuWave Investment Management
New Jersey
-$8K -426 Closed
RA
560
Rational Advisors
New York
-$8K -426 Closed
GDP
561
Great Diamond Partners
Maine
-$3K -207 Closed
FPS
562
Fieldpoint Private Securities
Connecticut
-$4K -203 Closed
CHAM
563
Clear Harbor Asset Management
Connecticut
-$3.6K -200 Closed
JPLA
564
Joseph P. Lucia & Associates
New York
-$4K -200 Closed
LWANC
565
Laurel Wealth Advisors (North Carolina)
North Carolina
-$4K -200 Closed
NFG
566
Next Financial Group
Texas
-$4K -199 Closed
WPA
567
West Paces Advisors
Georgia
-$3.24K -180 Closed
BUB
568
BBVA USA Bancshares
Texas
-$3K -177 Closed
FMP
569
Financial Management Professionals
Texas
-$3K -170 Closed
VCM
570
Versant Capital Management
Arizona
-$1K -105 Closed
PA
571
PSI Advisors
Florida
-$1K -100 Closed
SWA
572
Sutton Wealth Advisors
Florida
-$1.46K -81 Closed
FIB
573
First Interstate Bank
Montana
-$1K -75 Closed
PW
574
Price Wealth
Texas
-$1K -73 Closed
SAM
575
S.A. Mason
Michigan
-$1K -70 Closed