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563 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $33M

9% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 200

1.05% less ownership

Funds ownership: 81.04%79.99% (-1%)

4% less funds holding

Funds holding: 588563 (-25)

17% less capital invested

Capital invested by funds: $10.6B → $8.73B (-$1.84B)

18% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 96

Holders
563
Holders Change
-25
Holders Change %
-4.25%
% of All Funds
12.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
200
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
526
FNY Investment Advisers
New York
$8K +$9.64K +335 New
CWA
527
Clarus Wealth Advisors
Arizona
$7K +$6.21K +216 New
MRCM
528
M&R Capital Management
New Jersey
$6K
BWM
529
Baystate Wealth Management
Massachusetts
$5K -$5.78K -201 -50%
TL
530
TrueWealth LLC
Georgia
$5K -$489 -17 -8%
EARNEST Partners
531
EARNEST Partners
Georgia
$5K
TFO
532
Tarbox Family Office
California
$5K
FGAM
533
Financial Gravity Asset Management
Texas
$5K +$1.78K +62 +42%
SMFS
534
Squar Milner Financial Services
California
$5K +$4.92K +171 New
WIM
535
Westside Investment Management
California
$4.39K
POIA
536
Pin Oak Investment Advisors
Texas
$4K +$3.8K +132 New
IAS
537
IMA Advisory Services
Colorado
$4K +$4.14K +144 New
PFBT
538
Parkside Financial Bank & Trust
Missouri
$3K -$3.45K -120 -53%
TWA
539
TCI Wealth Advisors
Arizona
$3K -$3.19K -111 -51%
SFSIG
540
San Francisco Sentry Investment Group
California
$3K -$201 -7 -6%
AWM
541
Avior Wealth Management
Nebraska
$3K
BWA
542
Burt Wealth Advisors
Maryland
$3K
CAC
543
Certified Advisory Corp
Florida
$3K
FC
544
Ferris Capital
Massachusetts
$3K
BWM
545
BerganKDV Wealth Management
Minnesota
$3K +$3.02K +105 New
HCM
546
Hilton Capital Management
New York
$3K +$3.45K +120 New
SWA
547
Sutton Wealth Advisors
Florida
$2.15K
PMFA
548
Plante Moran Financial Advisors
Michigan
$2K -$40.9K -1,420 -94%
MCM
549
Mainstay Capital Management
Michigan
$2K
SIM
550
Sonora Investment Management
Arizona
$2K