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513 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $72.8M | Put options by funds: $34.5M

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 202

1.47% less ownership

Funds ownership: 66.81%65.33% (-1.5%)

3% less funds holding

Funds holding: 530513 (-17)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

24% less capital invested

Capital invested by funds: $6.83B → $5.2B (-$1.63B)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
513
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
202
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
CX Institutional
Indiana
$4K +$194 +11 +6%
AIC
477
Ameritas Investment Company
Nebraska
$4K +$3.87K +219 New
EARNEST Partners
478
EARNEST Partners
Georgia
$3K
FPS
479
Fieldpoint Private Securities
Connecticut
$3K
FANJ
480
Financial Architects (New Jersey)
New Jersey
$3K
JPLA
481
Joseph P. Lucia & Associates
New York
$3K
LWANC
482
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
TWA
483
TCI Wealth Advisors
Arizona
$3K +$2.31K +131 +226%
FMP
484
Financial Management Professionals
Texas
$3K +$3K +170 New
EI
485
Ellevest Inc
New York
$3K +$3.02K +171 New
BGIM
486
Brandywine Global Investment Management
Pennsylvania
$2K -$5.56K -315 -77%
PMFA
487
Plante Moran Financial Advisors
Michigan
$2K -$3.57K -202 -64%
GWMIA
488
Global Wealth Management Investment Advisory
Florida
$2K -$3.42K -194 -65%
TFO
489
Tarbox Family Office
California
$2K -$441 -25 -15%
SFSIG
490
San Francisco Sentry Investment Group
California
$2K
ST
491
Smithfield Trust
Pennsylvania
$2K
GT
492
Glenmede Trust
Pennsylvania
$1.66K -$136K -7,702 -7%
SWA
493
Sutton Wealth Advisors
Florida
$1.37K
GTAM
494
Global Trust Asset Management
Florida
$1K -$52.1K -2,952 -98%
GWS
495
Glassman Wealth Services
Virginia
$1K -$10.3K -584 -94%
AIS
496
Accurate Investment Solutions
Pennsylvania
$1K
BBHC
497
Brown Brothers Harriman & Co
New York
$1K
DAM
498
Delta Asset Management
Tennessee
$1K
GC
499
Globeflex Capital
California
$1K
ME
500
McIlrath & Eck
Washington
$1K