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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
TFA
476
Toth Financial Advisory
Virginia
$7K
MOS
477
MGO One Seven
Ohio
$7K +$9.19K +459 New
WPA
478
West Paces Advisors
Georgia
$6.85K
IFAM
479
Institutional & Family Asset Management
Colorado
$6K
TL
480
TrueWealth LLC
Georgia
$6K
BL
481
Balentine LLC
Georgia
$6K +$6.7K +335 New
CAM
482
Cresset Asset Management
Illinois
$6K +$6.84K +342 New
VNA
483
Valley National Advisers
Pennsylvania
$5K
VCM
484
Vigilant Capital Management
Maine
$5K +$6K +300 New
MRCM
485
M&R Capital Management
New Jersey
$4K
CWA
486
Clarus Wealth Advisors
Arizona
$4K +$60 +3 +1%
PFBT
487
Parkside Financial Bank & Trust
Missouri
$4K +$2.94K +147 +134%
PAMU
488
Pictet Asset Management (UK)
United Kingdom
$3.4K -$256K -12,800 -6%
CBT
489
Capital Bank & Trust
California
$3K -$3.25M -162,476 -100%
EARNEST Partners
490
EARNEST Partners
Georgia
$3K
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$3K
MFW
492
Mosaic Family Wealth
Missouri
$3K
SMFS
493
Squar Milner Financial Services
California
$3K
TFO
494
Tarbox Family Office
California
$3K
DBT
495
Dubuque Bank & Trust
Iowa
$3K +$3.9K +195 New
LWANC
496
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$4K +200 New
THWM
497
Taylor Hoffman Wealth Management
Virginia
$3K +$4.1K +205 New
MNBTD
498
Moody National Bank Trust Division
Texas
$2K -$2.48M -124,150 -100%
SFSIG
499
San Francisco Sentry Investment Group
California
$2K -$2.84K -142 -60%
TWA
500
TCI Wealth Advisors
Arizona
$2K -$400 -20 -18%