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519 hedge funds and large institutions have $5.47B invested in Invesco in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $71.8M | Put options by funds: $26.3M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$272M)

1.72% more ownership

Funds ownership: 65.33%67.05% (+1.7%)

1% more funds holding

Funds holding: 513519 (+6)

8% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 197

Holders
519
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
10.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
75
Increased
182
Reduced
197
Closed
58
Calls
$71.8M
Puts
$26.3M
Net Calls
+$45.5M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
426
Asset Dedication LLC
California
$31K
CIR
427
Clear Investment Research
Georgia
$27K +$25.6K +1,500 New
EW
428
Evoke Wealth
California
$26.1K -$7.13K -418 -22%
LWM
429
Liberty Wealth Management
California
$26K +$409 +24 +2%
H
430
Hexavest
Quebec, Canada
$25K +$13.9K +815 +137%
TPWA
431
TRUE Private Wealth Advisors
Oregon
$25K +$24.3K +1,425 New
MAM
432
Meeder Asset Management
Ohio
$23K +$6.09K +357 +38%
ACM
433
Allred Capital Management
Texas
$22.6K +$21.5K +1,258 New
APA
434
American Portfolios Advisors
New York
$22.6K -$99.4K -5,826 -82%
SFS
435
Sowell Financial Services
Arkansas
$22K -$30K -1,760 -59%
GLI
436
Guardian Life Insurance
New York
$20K -$529 -31 -3%
SWM
437
Sugarloaf Wealth Management
Georgia
$20K +$19K +1,115 New
GCM
438
Gables Capital Management
Florida
$19K -$13.6K -800 -44%
WTC
439
WhitTier Trust Company
Nevada
$19K
TFGT
440
TS Financial Group (TSFG)
Illinois
$19K +$17.1K +1,000 +2,500%
OC
441
Oakworth Capital
Alabama
$18K
CFGS
442
Concourse Financial Group Securities
Alabama
$18K +$307 +18 +2%
VFA
443
Valeo Financial Advisors
Indiana
$18K +$5.87K +344 +52%
TI
444
tru Independence
Oregon
$17K +$32.5K +1,905 New
OPS
445
Orion Portfolio Solutions
Nebraska
$16K +$15.1K +887 New
Parallax Volatility Advisers
446
Parallax Volatility Advisers
California
$15K -$1.35M -78,929 -99%
RCA
447
Ranch Capital Advisors
Florida
$15K +$13.9K +814 New
VCP
448
Verus Capital Partners
Arizona
$15K +$14K +822 New
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
$14K -$15.4K -905 -55%
QCG
450
Quadrant Capital Group
Ohio
$14K -$3.96K -232 -19%