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530 hedge funds and large institutions have $6.83B invested in Invesco in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 211 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $162M | Put options by funds: $38.3M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 54

20% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 176

15% more capital invested

Capital invested by funds: $5.96B → $6.83B (+$868M)

2% more funds holding

Funds holding: 522530 (+8)

10.14% less ownership

Funds ownership: 76.95%66.81% (-10%)

Holders
530
Holders Change
+8
Holders Change %
+1.53%
% of All Funds
11.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
70
Increased
211
Reduced
176
Closed
54
Calls
$162M
Puts
$38.3M
Net Calls
+$124M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
476
Brandywine Global Investment Management
Pennsylvania
$9K -$63.2M -3,046,589 -100%
H
477
Hexavest
Quebec, Canada
$9K +$9.59K +462 New
TL
478
TrueWealth LLC
Georgia
$8K
BL
479
Balentine LLC
Georgia
$7K
WPA
480
West Paces Advisors
Georgia
$6.65K
GWMIA
481
Global Wealth Management Investment Advisory
Florida
$6K -$12K -577 -66%
GSWM
482
Golden State Wealth Management
California
$6K
PK
483
Pflug Koory
Nebraska
$6K
PMFA
484
Plante Moran Financial Advisors
Michigan
$6K +$6.56K +316 New
MRCM
485
M&R Capital Management
New Jersey
$5K
CWA
486
Clarus Wealth Advisors
Arizona
$5K +$62 +3 +1%
FANJ
487
Financial Architects (New Jersey)
New Jersey
$4K -$23.1K -1,113 -86%
EARNEST Partners
488
EARNEST Partners
Georgia
$4K
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$4K +$291 +14 +7%
CI
491
CX Institutional
Indiana
$4K +$2.39K +115 +139%
BFEC
492
Benjamin F. Edwards & Company
Missouri
$4K +$4.11K +198 New
JPLA
493
Joseph P. Lucia & Associates
New York
$4K +$4.15K +200 New
FPS
494
Fieldpoint Private Securities
Connecticut
$4K +$4.21K +203 New
GTAM
495
Global Trust Asset Management
Florida
$4K +$61.3K +2,952 +6,024%
MWM
496
Meridian Wealth Management
Kentucky
$3.18K +$323K +15,560 New
AC
497
Avestar Capital
New York
$3K
ST
498
Smithfield Trust
Pennsylvania
$3K
SMFS
499
Squar Milner Financial Services
California
$3K
TFO
500
Tarbox Family Office
California
$3K