We are live on ! Find out more

563 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $33M

9% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 200

1.05% less ownership

Funds ownership: 81.04%79.99% (-1%)

4% less funds holding

Funds holding: 588563 (-25)

17% less capital invested

Capital invested by funds: $10.6B → $8.73B (-$1.84B)

18% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 96

Holders
563
Holders Change
-25
Holders Change %
-4.25%
% of All Funds
12.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
200
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
476
Pathstone Family Office
New Jersey
$46K -$2.13K -74 -30%
AIM
477
Advantage Investment Management
Iowa
$46K
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$45K -$10.1K -352 -17%
EAM
479
Exane Asset Management
France
$41.3K +$6.01K +209 +16%
FANJ
480
Financial Architects (New Jersey)
New Jersey
$41K -$43K -1,496 -49%
SPIA
481
Steward Partners Investment Advisory
New York
$41K -$719 -25 -2%
FMT
482
First Mercantile Trust
Tennessee
$41K +$44.6K +1,550 New
OIA
483
Optimum Investment Advisors
Illinois
$40K +$43.2K +1,500 New
MCM
484
Manchester Capital Management
Vermont
$36K -$4.83K -168 -11%
AIM
485
Anchor Investment Management
South Carolina
$34.9K +$20.3K +705 +116%
CTC
486
Central Trust Company
Missouri
$33K +$18K +625 +99%
CAL
487
Capital Analysts LLC
Pennsylvania
$32K
RCAG
488
Rehmann Capital Advisory Group
Michigan
$31K +$7.85K +273 +30%
AF
489
Advisornet Financial
Minnesota
$30K -$189K -6,563 -85%
GLI
490
Guardian Life Insurance
New York
$30K +$5.55K +193 +21%
JA
491
JOYN Advisors
Georgia
$29K +$30.1K +1,046 +1,974%
WTC
492
WhitTier Trust Company
Nevada
$28K
KA
493
Kaizen Advisory
Illinois
$28K +$18.2K +631 +154%
GCM
494
Gables Capital Management
Florida
$28K +$29.8K +1,037 New
Twin Tree Management
495
Twin Tree Management
Texas
$28K +$29.9K +1,041 New
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$23K +$13.2K +459 +113%
PCP
497
Proficio Capital Partners
Massachusetts
$22K -$24.6K -854 -51%
CAW
498
Cornerstone Advisors (Washington)
Washington
$21K
ASN
499
Advisory Services Network
Georgia
$19K +$6.99K +243 +49%
GFP
500
Gryphon Financial Partners
Ohio
$18K -$403 -14 -2%