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565 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 198

12% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $57.1M

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

0.97% more ownership

Funds ownership: 79.99%80.96% (+0.97%)

0% more funds holding

Funds holding: 563565 (+2)

13% less capital invested

Capital invested by funds: $8.73B → $7.63B (-$1.09B)

Holders
565
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
223
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
501
Gemmer Asset Management
California
$14K +$6.25K +250 +66%
SWM
502
SeaCrest Wealth Management
New York
$13K -$33.2K -1,330 -69%
PA
503
Parallel Advisors
California
$12K -$1.77K -71 -12%
SIS
504
Sound Income Strategies
Florida
$12K
CAPTRUST Financial Advisors
505
CAPTRUST Financial Advisors
North Carolina
$12K +$1.55K +62 +13%
SIM
506
Sonora Investment Management
Arizona
$12K +$11.5K +461 +709%
GP
507
Girard Partners
Pennsylvania
$12K +$13.3K +531 New
BCI
508
Brinker Capital Investments
Pennsylvania
$11K -$280K -11,198 -96%
GWS
509
Glassman Wealth Services
Virginia
$11K -$150 -6 -1%
RA
510
Rational Advisors
New York
$11K +$12.4K +496 New
PWAG
511
Polaris Wealth Advisory Group
California
$10K +$10.6K +425 New
WPA
512
West Paces Advisors
Georgia
$9.36K
JCM
513
Jacobi Capital Management
Pennsylvania
$9K
TFA
514
Toth Financial Advisory
Virginia
$9K
TL
515
TrueWealth LLC
Georgia
$9K +$4.37K +175 +88%
AIL
516
AGF Investments LLC
Ontario, Canada
$9K +$4.95K +198 +100%
KF
517
Krilogy Financial
Missouri
$9K +$10K +400 New
BCM
518
Brasada Capital Management
Texas
$8K -$996K -39,852 -99%
IFAM
519
Institutional & Family Asset Management
Colorado
$8K
ST
520
Smithfield Trust
Pennsylvania
$8K
PK
521
Pflug Koory
Nebraska
$7K
VNA
522
Valley National Advisers
Pennsylvania
$7K
BWA
523
BDO Wealth Advisors
Florida
$6K -$9.37K -375 -58%
POIA
524
Pin Oak Investment Advisors
Texas
$6K +$3.45K +138 +105%
SCM
525
Southport Capital Management
Tennessee
$6K +$6.07K +243 New