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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
BL
476
Balentine LLC
Georgia
$6K
GSWM
477
Golden State Wealth Management
California
$6K +$5.8K +310 New
MRCM
478
M&R Capital Management
New Jersey
$5K
EARNEST Partners
479
EARNEST Partners
Georgia
$4K
LWANC
480
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
CWA
481
Clarus Wealth Advisors
Arizona
$4K +$75 +4 +2%
FMII
482
Farmers & Merchants Investments Inc
Nebraska
$4K +$841 +45 +29%
WEC
483
Winslow Evans & Crocker
Massachusetts
$4K +$3.85K +206 New
MFW
484
Mosaic Family Wealth
Missouri
$3K -$991 -53 -27%
TFO
485
Tarbox Family Office
California
$3K -$636 -34 -17%
SMFS
486
Squar Milner Financial Services
California
$3K
SFSIG
487
San Francisco Sentry Investment Group
California
$3K +$524 +28 +30%
AC
488
Avestar Capital
New York
$3K +$823 +44 +27%
ST
489
Smithfield Trust
Pennsylvania
$3K +$2.62K +140 New
NFG
490
Next Financial Group
Texas
$3K +$2.81K +150 New
NFH
491
NEXT Financial Holdings
Texas
$3K +$2.81K +150 New
GT
492
Glenmede Trust
Pennsylvania
$2.49K -$9.71M -519,309 -80%
AWM
493
Avior Wealth Management
Nebraska
$2K
DAM
494
Delta Asset Management
Tennessee
$2K
FC
495
Ferris Capital
Massachusetts
$2K
AIA
496
Alera Investment Advisors
Illinois
$2K +$524 +28 +33%
CI
497
CX Institutional
Indiana
$2K +$1.55K +83 New
FGAM
498
Financial Gravity Asset Management
Texas
$2K +$1.72K +92 New
RTC
499
Riverview Trust Company
Washington
$2K +$1.74K +93 New
WCM
500
Whitener Capital Management
North Carolina
$2K +$2.84K +152 New