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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
FHA
426
Flagship Harbor Advisors
Massachusetts
$36K +$7.48K +400 +27%
BDS
427
Banco de Sabadell
Florida
$35K
FHA
428
First Horizon Advisors
Tennessee
$34K -$5.48K -293 -14%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$33K +$31.5K +1,685 New
WT
430
Whittier Trust
California
$31K +$3.18K +170 +12%
CMBA
431
C.M. Bidwell & Associates
Hawaii
$31K +$29.7K +1,590 New
CAM
432
Cresset Asset Management
Illinois
$31K +$8.54M +456,783 +133,562%
CAW
433
Cornerstone Advisors (Washington)
Washington
$28K +$8.32K +445 +43%
PA
434
Parallel Advisors
California
$28K +$9.95K +532 +59%
GI
435
Gradient Investments
Minnesota
$26K -$11.1K -596 -31%
EFSCE
436
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$2.19K -117 -8%
MCM
437
Manchester Capital Management
Vermont
$26K
RCAG
438
Rehmann Capital Advisory Group
Michigan
$25.8K +$12.5K +669 +100%
FANJ
439
Financial Architects (New Jersey)
New Jersey
$25K -$13.3K -713 -36%
CFGS
440
Concourse Financial Group Securities
Alabama
$25K +$3.74K +200 +18%
GLI
441
Guardian Life Insurance
New York
$22K -$262 -14 -1%
APA
442
American Portfolios Advisors
New York
$21K +$5.89K +315 +41%
WTC
443
WhitTier Trust Company
Nevada
$21K +$299 +16 +1%
IWP
444
Icon Wealth Partners
Texas
$21K +$20.8K +1,110 New
GCM
445
Gables Capital Management
Florida
$20K
PCP
446
Proficio Capital Partners
Massachusetts
$18K +$4.54K +243 +36%
VEA
447
Virtus ETF Advisers
New York
$18K +$5.16K +276 +41%
IA
448
IFP Advisors
Florida
$17K -$118K -6,304 -87%
GWMIA
449
Global Wealth Management Investment Advisory
Florida
$17K -$32.1K -1,717 -66%
LWM
450
Liberty Wealth Management
California
$17K +$243 +13 +1%