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457 hedge funds and large institutions have $3.77B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $3.42B → $3.77B (+$358M)

2.63% more ownership

Funds ownership: 69.2%71.83% (+2.6%)

2% more funds holding

Funds holding: 450457 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $26.4M

19% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 182

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
60
Increased
148
Reduced
182
Closed
52
Calls
$26.3M
Puts
$26.4M
Net Calls
-$182K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.9M -$47.8K -4,511 -3%
IPW
127
Inlet Private Wealth
Florida
$1.87M -$31.8K -3,000 -2%
CI
128
CAZ Investments
Texas
$1.86M -$2.12K -200 -0.1%
GC
129
Guggenheim Capital
Illinois
$1.85M -$787K -74,294 -31%
ACP
130
Aviance Capital Partners
Florida
$1.82M -$104K -9,815 -6%
GF
131
Gabelli Funds
New York
$1.77M -$212K -20,000 -11%
Retirement Systems of Alabama
132
Retirement Systems of Alabama
Alabama
$1.73M -$96.8K -9,140 -6%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$1.72M -$558K -52,650 -26%
SG Americas Securities
134
SG Americas Securities
New York
$1.71M +$1.09M +102,933 +218%
DA
135
Duality Advisers
Florida
$1.7M -$144K -13,571 -8%
Rafferty Asset Management
136
Rafferty Asset Management
New York
$1.61M +$359K +33,904 +32%
CSS
137
Cubist Systematic Strategies
Connecticut
$1.61M -$386K -36,424 -21%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$1.58M -$1.38K -130 -0.1%
Wealthfront Advisers
139
Wealthfront Advisers
California
$1.57M +$443K +41,782 +44%
Caisse de Depot et Placement du Quebec (CDPQ)
140
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.57M -$44.5K -4,200 -3%
CWM
141
CIBC World Markets
New York
$1.51M +$137K +12,942 +11%
FAF
142
Fjarde Ap-fonden
Sweden
$1.49M -$604K -57,000 -30%
ONB
143
Old National Bancorp
Indiana
$1.49M +$130K +12,241 +10%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$1.49M -$601K -56,679 -30%
APG Asset Management
145
APG Asset Management
Netherlands
$1.48M
DADC
146
D.A. Davidson & Co
Montana
$1.41M -$165K -15,611 -11%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$1.38M -$198K -18,714 -13%
JMPWA
148
JP Morgan Private Wealth Advisors
California
$1.37M -$1.83M -172,804 -59%
ASRS
149
Arizona State Retirement System
Arizona
$1.35M +$305K +28,819 +32%
Wellington Management Group
150
Wellington Management Group
Massachusetts
$1.32M +$345K +32,547 +39%