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534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $31.5M

1.97% less ownership

Funds ownership: 80.96%78.99% (-2%)

5% less funds holding

Funds holding: 565534 (-31)

18% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 209

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $7.63B → $5.32B (-$2.31B)

Holders
534
Holders Change
-31
Holders Change %
-5.49%
% of All Funds
11.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
119
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
501
Ferris Capital
Massachusetts
$2K
FGC
502
Financial Gravity Companies
Texas
$2K +$1.68K +84 New
FRA
503
Front Row Advisors
California
$2K +$2.3K +115 New
FTI
504
Fiduciary Trust International
Massachusetts
$2K +$2.44K +122 New
AC
505
Avestar Capital
New York
$2K +$3.28K +164 New
SWA
506
Sutton Wealth Advisors
Florida
$1.36K
JFA
507
JNBA Financial Advisors
Minnesota
$1K -$2.96M -147,782 -100%
1832 Asset Management
508
1832 Asset Management
Ontario, Canada
$1K -$2.46M -123,156 -100%
WF
509
WealthTrust Fairport
Ohio
$1K -$16K -800 -95%
BWM
510
Baystate Wealth Management
Massachusetts
$1K -$3.5K -175 -85%
TCOV
511
Trust Company of Vermont
Vermont
$1K -$1.76K -88 -50%
CAC
512
Certified Advisory Corp
Florida
$1K -$1.5K -75 -63%
AWM
513
Avior Wealth Management
Nebraska
$1K
DAM
514
Delta Asset Management
Tennessee
$1K
GTAM
515
Global Trust Asset Management
Florida
$1K
IDBONY
516
Israel Discount Bank of New York
New York
$1K
PFSC
517
Peoples Financial Services Corp
Pennsylvania
$1K
RWA
518
River Wealth Advisors
Pennsylvania
$1K
VCM
519
Versant Capital Management
Arizona
$1K
PWMG
520
Prestige Wealth Management Group
New Jersey
$1K +$640 +32 New
TI
521
Truehand Inc
New Hampshire
$1K +$680 +34 New
ME
522
McIlrath & Eck
Washington
$1K +$780 +39 New
LFA
523
Legacy Financial Advisors
Kentucky
$1K +$961 +48 New
DWM
524
Destination Wealth Management
California
$1K +$1K +50 New
CFA
525
Clarfeld Financial Advisors
New York
$1K +$1.08K +54 New