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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
PG
401
Proffitt & Goodson
Tennessee
$96K +$93.4K +4,994 New
DSC
402
Duncker Streett & Co
Missouri
$94K +$617 +33 +0.7%
ONST
403
Old North State Trust
North Carolina
$94K +$21.1K +1,128 +30%
ECA
404
Elevated Capital Advisors
Utah
$94K +$196K +10,461 New
PCG
405
Private Capital Group
Connecticut
$81K -$3.72K -199 -5%
RIM
406
Rampart Investment Management
Connecticut
$72K -$4.21K -225 -6%
WCG
407
Weaver Consulting Group
California
$72K +$65.4K +3,500 New
BHWM
408
Bay Harbor Wealth Management
Maryland
$68K -$505 -27 -0.8%
FHB
409
First Hawaiian Bank
Hawaii
$64K -$187 -10 -0.3%
SCM
410
Silvant Capital Management
Georgia
$62K
OIA
411
OneDigital Investment Advisors
Kansas
$61K
VNA
412
Valley National Advisers
Pennsylvania
$57K +$49.1K +2,627 +847%
FCA
413
FinTrust Capital Advisors
South Carolina
$56K +$9.7K +519 +22%
IUHSA
414
Itau Unibanco Holding S.A.
Brazil
$55K
OC
415
Oakworth Capital
Alabama
$55K
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.3K -$5.61K -300 -12%
SFA
417
Semmax Financial Advisors
North Carolina
$44K -$16K -855 -27%
NCM
418
Nelson Capital Management
California
$42K -$23.4K -1,250 -37%
GRP
419
Global Retirement Partners
California
$41K -$5.72K -306 -13%
WAM
420
Wealthspire Advisors (Maryland)
Maryland
$40K -$58.4K -3,125 -60%
CIA
421
CSat Investment Advisory
Michigan
$40K -$150 -8 -0.4%
AIM
422
Anchor Investment Management
South Carolina
$39.4K +$168 +9 +0.4%
QCG
423
Quadrant Capital Group
Ohio
$38K +$13.1K +699 +46%
Parallax Volatility Advisers
424
Parallax Volatility Advisers
California
$37K -$410K -21,946 -92%
ASN
425
Advisory Services Network
Georgia
$36K -$354K -18,919 -91%