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563 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $33M

9% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 200

1.05% less ownership

Funds ownership: 81.04%79.99% (-1%)

4% less funds holding

Funds holding: 588563 (-25)

17% less capital invested

Capital invested by funds: $10.6B → $8.73B (-$1.84B)

18% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 96

Holders
563
Holders Change
-25
Holders Change %
-4.25%
% of All Funds
12.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
200
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
501
Icon Wealth Partners
Texas
$18K +$19.8K +688 New
BWA
502
BDO Wealth Advisors
Florida
$17K +$18.6K +645 New
QCG
503
Quadrant Capital Group
Ohio
$16K -$345 -12 -2%
LWM
504
Lenox Wealth Management
Ohio
$16K
YWP
505
YorkBridge Wealth Partners
New York
$16K
PA
506
Parallel Advisors
California
$15K -$7.25K -252 -30%
SIS
507
Sound Income Strategies
Florida
$14K -$1.5K -52 -9%
FBT
508
First Bank & Trust
South Dakota
$14K +$15K +523 New
TAIM
509
TD Ameritrade Investment Management
Nebraska
$14K +$15.5K +538 New
CIA
510
CSat Investment Advisory
Michigan
$14K +$15.5K +539 New
CAPTRUST Financial Advisors
511
CAPTRUST Financial Advisors
North Carolina
$13K +$13.8K +481 New
GWS
512
Glassman Wealth Services
Virginia
$12K -$892 -31 -6%
TCOV
513
Trust Company of Vermont
Vermont
$12K +$12.5K +435 +1,500%
MSE
514
MUFG Securities EMEA
United Kingdom
$12K +$13.2K +460 New
JCM
515
Jacobi Capital Management
Pennsylvania
$11K
TFA
516
Toth Financial Advisory
Virginia
$11K +$11.5K +400 New
CF
517
Centaurus Financial
California
$11K +$11.9K +412 New
WPA
518
West Paces Advisors
Georgia
$10.9K +$1.12K +39 +11%
GAM
519
Gemmer Asset Management
California
$10K -$8.63K -300 -44%
IFAM
520
Institutional & Family Asset Management
Colorado
$10K
ST
521
Smithfield Trust
Pennsylvania
$10K
AP
522
Arlington Partners
Alabama
$9K +$9.26K +322 New
STA
523
Summit Trail Advisors
New York
$9K +$9.84K +342 New
PK
524
Pflug Koory
Nebraska
$8K
VNA
525
Valley National Advisers
Pennsylvania
$8K