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588 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $27.3M

20% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 205

1.39% less ownership

Funds ownership: 82.43%81.04% (-1.4%)

4% less funds holding

Funds holding: 614588 (-26)

14% less capital invested

Capital invested by funds: $12.3B → $10.6B (-$1.7B)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
588
Holders Change
-26
Holders Change %
-4.23%
% of All Funds
13.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
246
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
526
Quadrant Capital Group
Ohio
$21K -$69 -2 -0.3%
MGIA
527
Moneta Group Investment Advisors
Missouri
$21K +$22.4K +650 New
BCWM
528
Bartlett & Co Wealth Management
Ohio
$20K +$21.6K +626 New
CTC
529
Central Trust Company
Missouri
$20K
BC
530
Bartlett & Co
Ohio
$20K +$21.6K +626 New
AIM
531
Anchor Investment Management
South Carolina
$19.5K -$8.59K -249 -29%
LWM
532
Lenox Wealth Management
Ohio
$19K
YWP
533
YorkBridge Wealth Partners
New York
$19K
BBHC
534
Brown Brothers Harriman & Co
New York
$19K +$3.28K +95 +19%
SIS
535
Sound Income Strategies
Florida
$19K +$3.41K +99 +20%
ASN
536
Advisory Services Network
Georgia
$16K -$10.6K -306 -38%
GWS
537
Glassman Wealth Services
Virginia
$16K +$16K +464 +1,254%
HR
538
Howe & Rusling
New York
$15K +$16.6K +480 New
SSB
539
Sandy Spring Bank
Maryland
$14K
PWAG
540
Polaris Wealth Advisory Group
California
$14K +$14.7K +425 New
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$13K
JCM
542
Jacobi Capital Management
Pennsylvania
$13K
KA
543
Kaizen Advisory
Illinois
$13K
BWM
544
Baystate Wealth Management
Massachusetts
$13K +$1.03K +30 +8%
ST
545
Smithfield Trust
Pennsylvania
$12K -$19K -550 -60%
IFAM
546
Institutional & Family Asset Management
Colorado
$12K +$12.7K +368 New
CG
547
Cutler Group
California
$12K +$13.8K +400 New
WPA
548
West Paces Advisors
Georgia
$11.8K
PK
549
Pflug Koory
Nebraska
$10K
VNA
550
Valley National Advisers
Pennsylvania
$10K