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565 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 198

12% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $57.1M

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

0.97% more ownership

Funds ownership: 79.99%80.96% (+0.97%)

0% more funds holding

Funds holding: 563565 (+2)

13% less capital invested

Capital invested by funds: $8.73B → $7.63B (-$1.09B)

Holders
565
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
223
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$690K -$239K -9,561 -24%
W
327
Wealthfront
California
$687K +$751K +30,033 New
SAM
328
Shell Asset Management
Netherlands
$680K -$26.7K -1,067 -3%
Franklin Resources
329
Franklin Resources
California
$676K -$219K -8,778 -23%
ERSOT
330
Employees Retirement System of Texas
Texas
$664K -$50K -2,000 -6%
GCM
331
Gator Capital Management
Florida
$664K +$150K +6,000 +26%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$660K +$156K +6,224 +28%
CT
333
Coastline Trust
Rhode Island
$659K
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$659K
HA
335
Harbor Advisors
Florida
$657K
LP
336
LMR Partners
United Kingdom
$643K +$703K +28,113 New
JMPWA
337
JP Morgan Private Wealth Advisors
California
$638K -$314K -12,576 -31%
PG
338
Pendal Group
Australia
$631K +$22.7K +907 +3%
SIP
339
Stoneridge Investment Partners
Pennsylvania
$615K +$75K +3,000 +13%
SIM
340
Sentry Investment Management
Wisconsin
$609K
PAM
341
Panagora Asset Management
Massachusetts
$608K -$164K -6,574 -20%
WAM
342
World Asset Management
Michigan
$595K +$10.2K +409 +2%
Millennium Management
343
Millennium Management
New York
$583K -$1.73M -69,243 -73%
JIM
344
Jupiter Investment Management
United Kingdom
$576K +$630K +25,200 New
FB
345
Fulton Bank
Pennsylvania
$570K +$300K +12,017 +93%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$549K -$5K -200 -0.8%
Nordea Investment Management
347
Nordea Investment Management
Sweden
$545K
LIA
348
LS Investment Advisors
Michigan
$544K +$37.4K +1,498 +7%
MIS
349
Morningstar Investment Services
Illinois
$541K -$35.3K -1,413 -6%
RIM
350
Redpoint Investment Management
Australia
$539K