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513 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $72.8M | Put options by funds: $34.5M

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 202

1.47% less ownership

Funds ownership: 66.81%65.33% (-1.5%)

3% less funds holding

Funds holding: 530513 (-17)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

24% less capital invested

Capital invested by funds: $6.83B → $5.2B (-$1.63B)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
513
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
202
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
551
Outlook Wealth Advisors
Texas
-$206K -10,059 Closed
ARMT
552
Amica Retiree Medical Trust
Rhode Island
-$190K -9,262 Closed
DSC
553
Duncker Streett & Co
Missouri
-$100K -4,886 Closed
MC
554
Machina Capital
France
-$71K -3,456 Closed
Korea Investment Corp
555
Korea Investment Corp
South Korea
-$68K -3,300 Closed
OIA
556
OneDigital Investment Advisors
Kansas
-$62K -3,012 Closed
NL
557
NVWM LLC
Pennsylvania
-$48K -2,350 Closed
IWM
558
IHT Wealth Management
Illinois
-$362K -1,936 Closed
TPWA
559
TRUE Private Wealth Advisors
Oregon
-$29K -1,425 Closed
MCM
560
Manchester Capital Management
Vermont
-$27K -1,339 Closed
PCP
561
Proficio Capital Partners
Massachusetts
-$23K -1,138 Closed
CAW
562
Cornerstone Advisors (Washington)
Washington
-$19K -930 Closed
ESB
563
Essex Savings Bank
Connecticut
-$17K -816 Closed
Lazard Asset Management
564
Lazard Asset Management
New York
-$15K -750 Closed
AIM
565
Arcadia Investment Management
Michigan
-$13K -650 Closed
YWP
566
YorkBridge Wealth Partners
New York
-$12K -606 Closed
LA
567
Legacy Advisors
Pennsylvania
-$12K -600 Closed
SIM
568
Sonora Investment Management
Arizona
-$11K -526 Closed
CWA
569
Clarus Wealth Advisors
Arizona
-$5K -231 Closed
AC
570
Avestar Capital
New York
-$3K -208 Closed
SMFS
571
Squar Milner Financial Services
California
-$3K -171 Closed
CQS
572
Credential Qtrade Securities
-$2.92K -143 Closed
AWM
573
Avior Wealth Management
Nebraska
-$2K -110 Closed
GAM
574
Griffin Asset Management
New York
-$2K -105 Closed
EWA
575
Evolution Wealth Advisors
Florida
-$2K -101 Closed