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Invesco

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWA
376
Summit Financial Wealth Advisors
Louisiana
$430K -$18.6K -605 -4%
JAM
377
Jolley Asset Management
North Carolina
$429K +$429K +14,000 New
MIH
378
Madison Investment Holdings
Wisconsin
$428K -$1.01K -33 -0.2%
SF
379
Synovus Financial
Georgia
$421K +$58.8K +1,923 +16%
WP
380
WMS Partners
Maryland
$418K
RWA
381
Ropes Wealth Advisors
Massachusetts
$416K +$255K +8,334 +159%
DVM
382
Dreman Value Management
Florida
$412K
Fayez Sarofim & Co
383
Fayez Sarofim & Co
Texas
$410K
MIS
384
Morningstar Investment Services
Illinois
$404K +$404K +13,203 New
Cambridge Investment Research Advisors
385
Cambridge Investment Research Advisors
Iowa
$403K +$43.9K +1,434 +12%
PA
386
Profund Advisors
Maryland
$399K -$6.86K -224 -2%
BC
387
Banced Corp
Illinois
$397K -$13.7K -447 -3%
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$372K +$8.84K +289 +2%
IH
389
IFC Holdings
Florida
$369K +$120K +3,936 +48%
CII
390
Capital International Inc
California
$368K
FRM
391
Fox Run Management
Connecticut
$368K +$368K +12,000 New
V
392
Veritable
Delaware
$361K +$46.8K +1,527 +15%
CIS
393
Capital International Sarl
California
$358K +$245K +8,000 +216%
RCM
394
Riverhead Capital Management
Delaware
$351K +$27.3K +891 +8%
1GA
395
1st Global Advisors
Texas
$344K -$74.8K -2,439 -18%
CI
396
Conning Inc
Connecticut
$339K +$39.7K +1,295 +13%
KRSITF
397
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$334K -$70.9K -2,315 -18%
Daiwa Securities Group
398
Daiwa Securities Group
Japan
$329K
Asset Management One
399
Asset Management One
Japan
$322K -$918K -29,953 -74%
FCM
400
Flinton Capital Management
Pennsylvania
$315K +$25K +816 +9%