We are live on ! Find out more

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
LC
451
Lindbrook Capital
California
$16K -$2.95K -158 -16%
BCA
452
Berman Capital Advisors
Georgia
$16K +$3.61K +193 +30%
MNBTD
453
Moody National Bank Trust Division
Texas
$15K +$12.7K +681 +545%
JCM
454
Jacobi Capital Management
Pennsylvania
$14K +$5.61K +300 +73%
ADL
455
Asset Dedication LLC
California
$14K +$13.1K +700 New
GAM
456
Gemmer Asset Management
California
$12K -$7.37K -394 -38%
LWM
457
Lenox Wealth Management
Ohio
$12K
YWP
458
YorkBridge Wealth Partners
New York
$12K
VFA
459
Valeo Financial Advisors
Indiana
$10K -$15.7K -841 -61%
SIM
460
Sonora Investment Management
Arizona
$10K -$3.63K -194 -27%
SIS
461
Sound Income Strategies
Florida
$10K
WAP
462
Wealthcare Advisory Partners
Pennsylvania
$10K
MAM
463
Meeder Asset Management
Ohio
$10K +$9.31K +498 New
FIB
464
First Interstate Bank
Montana
$9K -$179K -9,548 -95%
BCI
465
Brinker Capital Investments
Pennsylvania
$9K
CFN
466
Cordasco Financial Network
Florida
$9K
GWS
467
Glassman Wealth Services
Virginia
$9K +$224 +12 +3%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$9K +$3.65K +195 +76%
SWM
469
SeaCrest Wealth Management
New York
$8K -$21.9K -1,173 -74%
ESB
470
Essex Savings Bank
Connecticut
$8K -$3.78K -202 -34%
CAPTRUST Financial Advisors
471
CAPTRUST Financial Advisors
North Carolina
$8K -$561 -30 -7%
TFA
472
Toth Financial Advisory
Virginia
$8K
TL
473
TrueWealth LLC
Georgia
$7K
WPA
474
West Paces Advisors
Georgia
$6.28K -$1.57K -84 -21%
PK
475
Pflug Koory
Nebraska
$6K -$5.61K -300 -50%