We are live on ! Find out more

522 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

95% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $40.5M

12% more capital invested

Capital invested by funds: $5.32B → $5.96B (+$637M)

5% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 187

6% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 81

2.04% less ownership

Funds ownership: 78.99%76.95% (-2%)

2% less funds holding

Funds holding: 534522 (-12)

Holders
522
Holders Change
-12
Holders Change %
-2.25%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
76
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TBA
376
Tower Bridge Advisors
Pennsylvania
$215K -$817K -43,688 -80%
PAG
377
Private Advisor Group
New Jersey
$213K +$206K +10,993 New
I
378
INVST
Indiana
$211K +$198K +10,587 New
Bank of Nova Scotia
379
Bank of Nova Scotia
Ontario, Canada
$208K
William Blair & Company
380
William Blair & Company
Illinois
$208K +$201K +10,753 New
MHS
381
M Holdings Securities
Oregon
$200K -$3.74K -200 -2%
PWMAG
382
Pinnacle Wealth Management Advisory Group
New Jersey
$199K +$193K +10,314 New
PRC
383
Pearl River Capital
Michigan
$184K +$168K +9,002 +1,800%
ARMT
384
Amica Retiree Medical Trust
Rhode Island
$179K
Capstone Investment Advisors
385
Capstone Investment Advisors
New York
$176K +$171K +9,126 New
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$166K -$26.8M -1,434,738 -100%
MIFH
387
Migdal Insurance & Financial Holdings
Israel
$157K +$131K +7,011 +616%
ICOM
388
Investment Counselors of Maryland
Maryland
$154K
AIP
389
Ameritas Investment Partners
Nebraska
$150K
Macquarie Group
390
Macquarie Group
Australia
$139K -$30K -1,605 -18%
S
391
SignatureFD
Georgia
$137K +$673 +36 +0.5%
AF
392
Advisornet Financial
Minnesota
$137K +$10.6K +569 +9%
GAM
393
GQ Asset Management
New York
$134K +$130K +6,937 New
APC
394
Aspire Private Capital
North Carolina
$123K +$75 +4 +0.1%
HNB
395
Huntington National Bank
Ohio
$118K -$16.5K -882 -13%
BBNA
396
Bremer Bank National Association
Minnesota
$117K +$99.5K +5,323 New
BBHC
397
Brown Brothers Harriman & Co
New York
$115K +$111K +5,963 New
FMLI
398
Fukoku Mutual Life Insurance
Japan
$112K -$5.42M -290,000 -98%
RIA
399
Realta Investment Advisors
Delaware
$99K +$95K +5,080 New
BAM
400
Bruderman Asset Management
New York
$97K