We are live on ! Find out more

530 hedge funds and large institutions have $13.2B invested in Invesco in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $17.5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more capital invested

Capital invested by funds: $12.3B → $13.2B (+$834M)

0.76% more ownership

Funds ownership: 82.95%83.71% (+0.76%)

1% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 201

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1% less funds holding

Funds holding: 537530 (-7)

Holders
530
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
13.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
64
Increased
199
Reduced
201
Closed
66
Calls
$52.7M
Puts
$17.5M
Net Calls
+$35.2M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
501
Patten Group
Tennessee
$5.09K
CHP
502
Cable Hill Partners
Oregon
$5K
Simplex Trading
503
Simplex Trading
Illinois
$5K +$5.01K +153 New
PMFA
504
Plante Moran Financial Advisors
Michigan
$5K +$5.08K +155 New
PCM
505
Penserra Capital Management
California
$5K +$5.11K +156 New
AWM
506
Avior Wealth Management
Nebraska
$4K
GXMC
507
Global X Management Company
New York
$4K
SC
508
Saturna Capital
Washington
$3K -$1.11M -33,917 -100%
KTC
509
Kistler-Tiffany Companies
Pennsylvania
$3K -$24.8K -758 -89%
CAW
510
Cornerstone Advisors (Washington)
Washington
$3K -$16.5K -505 -86%
TSU
511
TD Securities (USA)
New York
$3K -$4.91K -150 -61%
PSC
512
Prentiss Smith & Co
Vermont
$3K
UFA
513
US Financial Advisors
Massachusetts
$3K
PFBT
514
Parkside Financial Bank & Trust
Missouri
$3K +$1.41K +43 +116%
AIA
515
Allegis Investment Advisors
Idaho
$3K +$2.49K +76 New
KT
516
Kanaly Trust
Texas
$3K +$2.88K +88 New
PCP
517
Proficio Capital Partners
Massachusetts
$3K +$3.14K +96 New
VCM
518
Versant Capital Management
Arizona
$3K +$3.77K +115 New
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$2.34K +$2.29K +70 New
WP
520
WealthPLAN Partners
Nebraska
$2.08K +$2.03K +62 New
KM
521
Kalos Management
Georgia
$2K
PRS
522
Pinkerton Retirement Specialists
Idaho
$2K
TWA
523
TCI Wealth Advisors
Arizona
$2K
DBT
524
Dubuque Bank & Trust
Iowa
$2K +$1.47K +45 New
GI
525
Gradient Investments
Minnesota
$2K +$1.7K +52 New