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519 hedge funds and large institutions have $5.47B invested in Invesco in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $71.8M | Put options by funds: $26.3M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$272M)

1.72% more ownership

Funds ownership: 65.33%67.05% (+1.7%)

1% more funds holding

Funds holding: 513519 (+6)

8% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 197

Holders
519
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
10.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
75
Increased
182
Reduced
197
Closed
58
Calls
$71.8M
Puts
$26.3M
Net Calls
+$45.5M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
551
Golden State Wealth Management
California
-$73K -4,310 Closed
MS
552
Mizuho Securities
Japan
-$51K -3,000 Closed
CAPTRUST Financial Advisors
553
CAPTRUST Financial Advisors
North Carolina
-$45K -2,669 Closed
HR
554
Howe & Rusling
New York
-$42K -2,500 Closed
TA
555
Thor Advisors
New York
-$34K -2,019 Closed
PRC
556
Pearl River Capital
Michigan
-$31K -1,840 Closed
WAP
557
Wealthcare Advisory Partners
Pennsylvania
-$21K -1,225 Closed
WCM
558
Whitener Capital Management
North Carolina
-$20K -1,207 Closed
VNA
559
Valley National Advisers
Pennsylvania
-$19K -1,110 Closed
NCM
560
Nelson Capital Management
California
-$11K -620 Closed
TFA
561
Toth Financial Advisory
Virginia
-$8K -500 Closed
LC
562
Lindbrook Capital
California
-$5K -272 Closed
FANJ
563
Financial Architects (New Jersey)
New Jersey
-$3K -179 Closed
ST
564
Smithfield Trust
Pennsylvania
-$2K -140 Closed
PMFA
565
Plante Moran Financial Advisors
Michigan
-$2K -114 Closed
SFSIG
566
San Francisco Sentry Investment Group
California
-$2K -93 Closed
GWMIA
567
Global Wealth Management Investment Advisory
Florida
-$1.45K -85 -82%
BBHC
568
Brown Brothers Harriman & Co
New York
-$1K -64 Closed
ME
569
McIlrath & Eck
Washington
-$1K -39 Closed
AA
570
Advisory Alpha
Michigan
-$400 -26 Closed
LWA
571
Lenox Wealth Advisors
New York
+$222 +13 New
KPW
572
Kore Private Wealth
New York
+$444 +26 New