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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
FMA
551
FNY Managed Accounts
New York
$10K +$1.79K +52 +18%
RFM
552
Royal Fund Management
Florida
$9K +$7K +203 +221%
MRCM
553
M&R Capital Management
New Jersey
$8K
WA
554
WealthTrust-Arizona
Arizona
$8K
PFO
555
Pathstone Family Office
New Jersey
$8K +$6K +174 +232%
TWA
556
TCI Wealth Advisors
Arizona
$7K -$15.1K -439 -67%
TL
557
TrueWealth LLC
Georgia
$7K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$7K +$1.52K +44 +24%
AWA
559
Acorn Wealth Advisors
Michigan
$6K
EARNEST Partners
560
EARNEST Partners
Georgia
$6K
TFO
561
Tarbox Family Office
California
$6K
WIM
562
Westside Investment Management
California
$5.06K
MOS
563
MGO One Seven
Ohio
$5K -$2.79K -81 -36%
SLF
564
Sun Life Financial
Ontario, Canada
$4.14K -$138K -4,005 -97%
AWM
565
Avior Wealth Management
Nebraska
$4K
BWA
566
Burt Wealth Advisors
Maryland
$4K
SFSIG
567
San Francisco Sentry Investment Group
California
$4K
FPFS
568
First Personal Financial Services
North Carolina
$4K +$1.1K +32 +39%
FGC
569
Financial Gravity Companies
Texas
$4K +$1.41K +41 +39%
AOWM
570
Alpha Omega Wealth Management
Virginia
$4K +$4.83K +140 New
FGAM
571
Financial Gravity Asset Management
Texas
$4K +$5.07K +147 New
CAC
572
Certified Advisory Corp
Florida
$3K
VCM
573
Versant Capital Management
Arizona
$3K
SFM
574
Signet Financial Management
New Jersey
$3K +$3.45K +100 New
FC
575
Ferris Capital
Massachusetts
$3K +$3.76K +109 New