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534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $31.5M

1.97% less ownership

Funds ownership: 80.96%78.99% (-2%)

5% less funds holding

Funds holding: 565534 (-31)

18% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 209

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $7.63B → $5.32B (-$2.31B)

Holders
534
Holders Change
-31
Holders Change %
-5.49%
% of All Funds
11.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
119
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Parallel Advisors
California
$15K +$8.01K +400 +79%
CLOS
452
Compagnie Lombard Odier SCmA
Switzerland
$14K -$41.4K -2,071 -72%
LWM
453
Liberty Wealth Management
California
$14K +$17.4K +870 New
CFG
454
Citizens Financial Group
Rhode Island
$13K +$16K +800 New
APA
455
American Portfolios Advisors
New York
$13K -$147K -7,350 -90%
SIM
456
Sonora Investment Management
Arizona
$12K +$3.88K +194 +37%
PK
457
Pflug Koory
Nebraska
$12K +$6K +300 +100%
RCAG
458
Rehmann Capital Advisory Group
Michigan
$11.2K -$10.8K -542 -45%
PCP
459
Proficio Capital Partners
Massachusetts
$11K -$1.5K -75 -10%
VEA
460
Virtus ETF Advisers
New York
$11K +$13.5K +676 New
GT
461
Glenmede Trust
Pennsylvania
$10.8K -$16.6M -827,431 -56%
LWM
462
Lenox Wealth Management
Ohio
$10K
YWP
463
YorkBridge Wealth Partners
New York
$10K
ESB
464
Essex Savings Bank
Connecticut
$10K +$12K +598 New
BCA
465
Berman Capital Advisors
Georgia
$10K +$12.9K +647 New
SIS
466
Sound Income Strategies
Florida
$9K
WANY
467
Wealthspire Advisors (New York)
New York
$9K +$10.7K +535 New
AIC
468
Ameritas Investment Company
Nebraska
$9K +$10.9K +544 New
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$8K -$4.4K -220 -31%
CAPTRUST Financial Advisors
470
CAPTRUST Financial Advisors
North Carolina
$8K -$1.78K -89 -16%
BCI
471
Brinker Capital Investments
Pennsylvania
$8K
GWS
472
Glassman Wealth Services
Virginia
$8K
CFN
473
Cordasco Financial Network
Florida
$8K +$9.11K +455 New
PRC
474
Pearl River Capital
Michigan
$8K +$10K +500 New
JCM
475
Jacobi Capital Management
Pennsylvania
$7K