We are live on ! Find out more

513 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $72.8M | Put options by funds: $34.5M

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 202

1.47% less ownership

Funds ownership: 66.81%65.33% (-1.5%)

3% less funds holding

Funds holding: 530513 (-17)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

24% less capital invested

Capital invested by funds: $6.83B → $5.2B (-$1.63B)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
513
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
202
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
426
FinTrust Capital Advisors
South Carolina
$41K
FHA
427
First Horizon Advisors
Tennessee
$36K
PA
428
Parallel Advisors
California
$35K +$5.63K +319 +18%
TA
429
Thor Advisors
New York
$34K +$35.6K +2,019 New
AIM
430
Anchor Investment Management
South Carolina
$32.9K +$194 +11 +0.6%
EW
431
Evoke Wealth
California
$31.7K +$33K +1,871 New
PRC
432
Pearl River Capital
Michigan
$31K +$32.5K +1,840 New
BDS
433
Banco de Sabadell
Florida
$30K
ADL
434
Asset Dedication LLC
California
$29K
GCM
435
Gables Capital Management
Florida
$29K +$14.1K +800 +77%
EFSCE
436
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$1.48K +84 +5%
GRP
437
Global Retirement Partners
California
$27K -$13.5K -763 -32%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$25K -$5.17K -293 -17%
LWM
439
Liberty Wealth Management
California
$24K +$25.1K +1,424 New
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$21K +$12.8K +725 +145%
WCM
441
Whitener Capital Management
North Carolina
$20K +$18.6K +1,053 +684%
VNA
442
Valley National Advisers
Pennsylvania
$19K -$32.3K -1,827 -62%
GLI
443
Guardian Life Insurance
New York
$19K -$318 -18 -2%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$18.4K -$10.4K -589 -35%
WTC
445
WhitTier Trust Company
Nevada
$18K -$282 -16 -1%
QCG
446
Quadrant Capital Group
Ohio
$17K -$10.8K -610 -33%
OC
447
Oakworth Capital
Alabama
$17K -$2.7K -153 -14%
BCWM
448
Bartlett & Co Wealth Management
Ohio
$16.3K +$17K +963 New
CFGS
449
Concourse Financial Group Securities
Alabama
$16K -$14.4K -818 -46%
MAM
450
Meeder Asset Management
Ohio
$16K +$2.83K +160 +20%