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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
AF
476
Advisornet Financial
Minnesota
$35K +$10K +400 +35%
TC
477
Truvestments Capital
Florida
$34K +$37.1K +1,485 New
APP
478
Avantax Planning Partners
Iowa
$32K +$34.6K +1,383 New
MCM
479
Manchester Capital Management
Vermont
$31K
SFG
480
SevenBridge Financial Group
Pennsylvania
$28K -$175K -7,010 -85%
RCAG
481
Rehmann Capital Advisory Group
Michigan
$27.7K +$1.05K +42 +4%
GLI
482
Guardian Life Insurance
New York
$27K +$675 +27 +2%
GCM
483
Gables Capital Management
Florida
$24K
KA
484
Kaizen Advisory
Illinois
$24K
WTC
485
WhitTier Trust Company
Nevada
$24K
JA
486
JOYN Advisors
Georgia
$23K -$2.32K -93 -8%
AIM
487
Advantage Investment Management
Iowa
$21K -$20.8K -831 -48%
OIA
488
Optimum Investment Advisors
Illinois
$21K -$15K -600 -40%
CFGS
489
Concourse Financial Group Securities
Alabama
$21K +$22.5K +900 New
CIA
490
CSat Investment Advisory
Michigan
$20K +$8.32K +333 +62%
CTC
491
Central Trust Company
Missouri
$19K -$9.87K -395 -31%
CAW
492
Cornerstone Advisors (Washington)
Washington
$19K +$725 +29 +4%
WF
493
WealthTrust Fairport
Ohio
$19K +$20K +800 +2,000%
ASN
494
Advisory Services Network
Georgia
$18K +$625 +25 +3%
PCC
495
Park Circle Company
Maryland
$18K +$20K +800 New
PCP
496
Proficio Capital Partners
Massachusetts
$17K -$1.57K -63 -8%
QCG
497
Quadrant Capital Group
Ohio
$16K +$4.2K +168 +24%
WAP
498
Wealthcare Advisory Partners
Pennsylvania
$16K +$17.5K +701 +3,689%
LWM
499
Lenox Wealth Management
Ohio
$14K
YWP
500
YorkBridge Wealth Partners
New York
$14K