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530 hedge funds and large institutions have $6.83B invested in Invesco in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 211 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $162M | Put options by funds: $38.3M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 54

20% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 176

15% more capital invested

Capital invested by funds: $5.96B → $6.83B (+$868M)

2% more funds holding

Funds holding: 522530 (+8)

10.14% less ownership

Funds ownership: 76.95%66.81% (-10%)

Holders
530
Holders Change
+8
Holders Change %
+1.53%
% of All Funds
11.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
70
Increased
211
Reduced
176
Closed
54
Calls
$162M
Puts
$38.3M
Net Calls
+$124M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
501
Whitener Capital Management
North Carolina
$3K +$42 +2 +1%
CQS
502
Credential Qtrade Securities
$2.92K +$2.97K +143 New
GT
503
Glenmede Trust
Pennsylvania
$2.16K -$481K -23,186 -18%
SFSIG
504
San Francisco Sentry Investment Group
California
$2K -$581 -28 -23%
AWM
505
Avior Wealth Management
Nebraska
$2K
DAM
506
Delta Asset Management
Tennessee
$2K
GC
507
Globeflex Capital
California
$2K +$1.56K +75 New
DWM
508
Doyle Wealth Management
Florida
$2K +$1.91K +92 New
EWA
509
Evolution Wealth Advisors
Florida
$2K +$2.1K +101 New
GAM
510
Griffin Asset Management
New York
$2K +$2.18K +105 New
SWA
511
Sutton Wealth Advisors
Florida
$1.66K
BBHC
512
Brown Brothers Harriman & Co
New York
$1K -$122K -5,899 -99%
VCM
513
Versant Capital Management
Arizona
$1K -$498 -24 -25%
CFG
514
Citizens Financial Group
Rhode Island
$1K
LPWM
515
Lake Point Wealth Management
Texas
$1K
ME
516
McIlrath & Eck
Washington
$1K
PFSC
517
Peoples Financial Services Corp
Pennsylvania
$1K
TFGT
518
TS Financial Group (TSFG)
Illinois
$1K
BWM
519
Baystate Wealth Management
Massachusetts
$1K +$21 +1 +3%
TWA
520
TCI Wealth Advisors
Arizona
$1K +$560 +27 +87%
ClearBridge Investments
521
ClearBridge Investments
New York
$1K +$664 +32 New
AIS
522
Accurate Investment Solutions
Pennsylvania
$1K +$1.23K +59 New
BWM
523
BerganKDV Wealth Management
Minnesota
$1K +$1.33K +64 New
WIM
524
Westside Investment Management
California
$18 +$18.7K +900 New
Renaissance Technologies
525
Renaissance Technologies
New York
-$18.7M -968,600 Closed