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588 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $27.3M

20% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 205

1.39% less ownership

Funds ownership: 82.43%81.04% (-1.4%)

4% less funds holding

Funds holding: 614588 (-26)

14% less capital invested

Capital invested by funds: $12.3B → $10.6B (-$1.7B)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
588
Holders Change
-26
Holders Change %
-4.23%
% of All Funds
13.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
246
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$65K -$22.1M -639,688 -100%
RWP
502
RWA Wealth Partners
Massachusetts
$58K +$62.1K +1,800 New
AIM
503
Advantage Investment Management
Iowa
$56K
TAM
504
Tiverton Asset Management
Delaware
$55K -$122K -3,547 -68%
PCP
505
Proficio Capital Partners
Massachusetts
$53K -$6.14K -178 -10%
SPIA
506
Steward Partners Investment Advisory
New York
$50K +$53.9K +1,562 New
IWM
507
IHT Wealth Management
Illinois
$49K +$172 +5 +0.3%
MCM
508
Manchester Capital Management
Vermont
$48K +$5.79K +168 +13%
PMFA
509
Plante Moran Financial Advisors
Michigan
$48K +$40.1K +1,164 +336%
APP
510
Avantax Planning Partners
Iowa
$47K +$50.6K +1,467 New
CBT
511
Central Bank & Trust
Kentucky
$45K +$44K +1,275 +911%
EAM
512
Exane Asset Management
France
$43.1K -$102K -2,960 -69%
OC
513
Oakworth Capital
Alabama
$43K -$862 -25 -2%
CAL
514
Capital Analysts LLC
Pennsylvania
$39K
WTC
515
WhitTier Trust Company
Nevada
$34K -$5.17K -150 -12%
FHA
516
First Horizon Advisors
Tennessee
$32K
GLI
517
Guardian Life Insurance
New York
$30K -$13.1K -379 -29%
RCAG
518
Rehmann Capital Advisory Group
Michigan
$29K +$30.9K +896 New
EP
519
Edinburgh Partners
United Kingdom
$27K
MIFH
520
Migdal Insurance & Financial Holdings
Israel
$27K +$4.9K +142 +20%
PA
521
Parallel Advisors
California
$26K -$4.14K -120 -13%
CAW
522
Cornerstone Advisors (Washington)
Washington
$25K
FCAG
523
First Capital Advisors Group
New Jersey
$24K +$25.4K +738 New
GAM
524
Gemmer Asset Management
California
$22K
GFP
525
Gryphon Financial Partners
Ohio
$22K +$13.4K +389 +122%