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565 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 198

12% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $57.1M

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

0.97% more ownership

Funds ownership: 79.99%80.96% (+0.97%)

0% more funds holding

Funds holding: 563565 (+2)

13% less capital invested

Capital invested by funds: $8.73B → $7.63B (-$1.09B)

Holders
565
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
223
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
451
Natixis Investment Managers International
France
$90K +$44.4K +1,775 +81%
IUHSA
452
Itau Unibanco Holding S.A.
Brazil
$87K +$94.6K +3,785 New
FDCDDQ
453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.4K -$650 -26 -0.8%
SCM
454
Silvant Capital Management
Georgia
$74K
CG
455
Cutler Group
California
$72K +$79.5K +3,180 New
MCM
456
Monument Capital Management
Virginia
$69K +$75K +3,000 New
LA
457
Legacy Advisors
Pennsylvania
$69K +$75.2K +3,007 New
S
458
SignatureFD
Georgia
$66K +$5.9K +236 +9%
CLOS
459
Compagnie Lombard Odier SCmA
Switzerland
$65K
GRP
460
Global Retirement Partners
California
$64K -$75 -3 -0.1%
OC
461
Oakworth Capital
Alabama
$51K +$8.55K +342 +18%
FANJ
462
Financial Architects (New Jersey)
New Jersey
$50K +$16.2K +649 +42%
ONST
463
Old North State Trust
North Carolina
$50K +$54.7K +2,189 New
FHA
464
First Horizon Advisors
Tennessee
$47K -$7.47K -299 -13%
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$5.02K +201 +11%
VFA
466
Valeo Financial Advisors
Indiana
$45K -$392K -15,677 -88%
WAM
467
Wealthspire Advisors (Maryland)
Maryland
$44K -$56.1K -2,243 -54%
AIM
468
Anchor Investment Management
South Carolina
$43.9K +$15.2K +607 +46%
SPIA
469
Steward Partners Investment Advisory
New York
$43K +$8.37K +335 +22%
MWPCG
470
Measured Wealth Private Client Group
New Hampshire
$42K +$46.1K +1,845 New
BDS
471
Banco de Sabadell
Florida
$41K +$45K +1,800 New
WT
472
Whittier Trust
California
$39K -$4K -160 -8%
NIM
473
NuWave Investment Management
New Jersey
$38K +$42.1K +1,686 New
TPWA
474
TRUE Private Wealth Advisors
Oregon
$35.6K +$38.9K +1,556 New
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$35K -$4.12K -165 -10%