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522 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

95% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $40.5M

12% more capital invested

Capital invested by funds: $5.32B → $5.96B (+$637M)

5% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 187

6% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 81

2.04% less ownership

Funds ownership: 78.99%76.95% (-2%)

2% less funds holding

Funds holding: 534522 (-12)

Holders
522
Holders Change
-12
Holders Change %
-2.25%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
76
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
Sutton Wealth Advisors
Florida
$1.56K
LPWM
502
Lake Point Wealth Management
Texas
$1K -$120K -6,437 -100%
CFG
503
Citizens Financial Group
Rhode Island
$1K -$13.9K -746 -93%
TWA
504
TCI Wealth Advisors
Arizona
$1K -$1.16K -62 -67%
BWM
505
Baystate Wealth Management
Massachusetts
$1K
GTAM
506
Global Trust Asset Management
Florida
$1K
IDBONY
507
Israel Discount Bank of New York
New York
$1K
ME
508
McIlrath & Eck
Washington
$1K
PFSC
509
Peoples Financial Services Corp
Pennsylvania
$1K
VCM
510
Versant Capital Management
Arizona
$1K
WCM
511
WealthBridge Capital Management
Ohio
$1K
WF
512
WealthTrust Fairport
Ohio
$1K
LFA
513
Legacy Financial Advisors
Kentucky
$1K +$467 +25 +52%
TFGT
514
TS Financial Group (TSFG)
Illinois
$1K +$748 +40 New
DOA
515
D'Orazio & Associates
Virginia
$1K +$804 +43 New
PFO
516
Pathstone Family Office
New Jersey
$1K +$1.4K +75 New
PGAM
517
Princeton Global Asset Management
New Jersey
$1K +$1.68K +90 New
BA
518
Bridgewater Associates
Connecticut
-$32.8M -1,960,843 Closed
ClearBridge Investments
519
ClearBridge Investments
New York
-$28.6M -1,705,811 Closed
Capital International Investors
520
Capital International Investors
California
-$24.9M -1,485,200 Closed
CI Investments Inc
521
CI Investments Inc
Ontario, Canada
-$15.8M -946,576 Closed
ACL
522
Azora Capital LP
Florida
-$15.8M -946,061 Closed
AU
523
Algebris (UK)
United Kingdom
-$15.7M -937,123 Closed
ZIM
524
Zacks Investment Management
Illinois
-$12.1M -725,647 Closed
SEC
525
Seven Eight Capital
New York
-$7.26M -433,887 Closed