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516 hedge funds and large institutions have $10.6B invested in Invesco in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $63.5M | Put options by funds: $10.7M

0% more ownership

Funds ownership: 83.71%83.71% (+0%)

3% less funds holding

Funds holding: 530516 (-14)

13% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 220

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

20% less capital invested

Capital invested by funds: $13.2B → $10.6B (-$2.59B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
516
Holders Change
-14
Holders Change %
-2.64%
% of All Funds
13.75%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
50
Increased
191
Reduced
220
Closed
58
Calls
$63.5M
Puts
$10.7M
Net Calls
+$52.8M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
476
Integrated Wealth Management (Palm Desert)
California
$13K
AIM
477
Acrospire Investment Management
Illinois
$12K +$11.5K +400 New
S
478
SignatureFD
Georgia
$11K -$13.6K -472 -57%
TCOV
479
Trust Company of Vermont
Vermont
$11K -$2.88K -100 -22%
ST
480
Smithfield Trust
Pennsylvania
$11K
VNA
481
Valley National Advisers
Pennsylvania
$10K -$1.79K -62 -17%
BL
482
Balentine LLC
Georgia
$10K
GAM
483
Gemmer Asset Management
California
$10K
CAW
484
Cornerstone Advisors (Washington)
Washington
$10K +$7.07K +245 +299%
ZB
485
Zions Bancorporation
Utah
$8K -$6.09K -211 -45%
ASN
486
Advisory Services Network
Georgia
$8K +$1.33K +46 +21%
SSB
487
Sandy Spring Bank
Maryland
$7K -$13.3K -460 -68%
TFO
488
Tarbox Family Office
California
$6K
TFA
489
Transamerica Financial Advisors
Florida
$6K
WA
490
WealthTrust-Arizona
Arizona
$6K
FANJ
491
Financial Architects (New Jersey)
New Jersey
$6K +$5.17K +179 New
PFO
492
Pathstone Family Office
New Jersey
$6K +$5.28K +183 New
TSW
493
Thompson Siegel & Walmsley
Virginia
$5K -$5.8K -201 -54%
CFA
494
Carroll Financial Associates
North Carolina
$5K +$3.32K +115 +209%
OFS
495
Orrstown Financial Services
Pennsylvania
$4K -$2.54K -88 -42%
PMFA
496
Plante Moran Financial Advisors
Michigan
$4K -$952 -33 -21%
CG
497
Cutler Group
California
$3K -$77.5K -2,687 -95%
AP
498
Advisors Preferred
Maryland
$3K -$7.93K -275 -77%
TSU
499
TD Securities (USA)
New York
$3K -$29 -1 -1%
AWM
500
Avior Wealth Management
Nebraska
$3K