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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B +$4.28M +171,035 +0.4%
TFM
2
Trian Fund Management
New York
$956M
BlackRock
3
BlackRock
New York
$929M -$28.6M -1,142,237 -3%
State Street
4
State Street
Massachusetts
$406M -$90.6M -3,622,179 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$217M -$2.29M -91,435 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$158M -$12.5M -498,765 -7%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$152M +$88.7M +3,546,547 +129%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$103M +$10.1M +405,687 +10%
Northern Trust
9
Northern Trust
Illinois
$97.9M -$1.52M -60,934 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$93.2M +$16.4M +654,338 +20%
JP Morgan Chase
11
JP Morgan Chase
New York
$90M +$3.94M +157,541 +4%
KP
12
Kiltearn Partners
United Kingdom
$81.8M -$1.62M -64,800 -2%
Norges Bank
13
Norges Bank
Norway
$80.5M -$9.22M -368,677 -10%
Bank of America
14
Bank of America
North Carolina
$79.1M +$33.2M +1,328,718 +68%
PPA
15
Parametric Portfolio Associates
Washington
$75.7M -$9.02M -360,719 -10%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$70.3M +$27.3M +1,093,282 +60%
Goldman Sachs
17
Goldman Sachs
New York
$66.3M +$27.2M +1,087,057 +65%
Pzena Investment Management
18
Pzena Investment Management
New York
$64.9M -$1.12M -44,655 -2%
Nomura Holdings
19
Nomura Holdings
Japan
$64.5M +$19.3M +772,342 +42%
Charles Schwab
20
Charles Schwab
California
$62.4M -$5.95M -237,941 -8%
Swedbank
21
Swedbank
Sweden
$61.8M -$12.5K -500 -0%
Deutsche Bank
22
Deutsche Bank
Germany
$54.9M +$15.4M +616,160 +37%
LBA
23
Letko, Brosseau & Associates
Quebec, Canada
$49.2M -$6.96M -278,107 -12%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$48.6M +$43.6M +1,744,600 +648%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$47.9M +$14.2M +566,232 +40%