We are live on ! Find out more

565 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 198

12% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $57.1M

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

0.97% more ownership

Funds ownership: 79.99%80.96% (+0.97%)

0% more funds holding

Funds holding: 563565 (+2)

13% less capital invested

Capital invested by funds: $8.73B → $7.63B (-$1.09B)

Holders
565
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
223
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
601
Lucia Wealth Services
California
-$299K -11,255 Closed
WG
602
Winton Group
United Kingdom
-$271K -10,207 Closed
SC
603
Scotia Capital
Ontario, Canada
-$316K -9,896 Closed
NGA
604
Naples Global Advisors
Florida
-$261K -9,835 Closed
CA
605
Cetera Advisors
Colorado
-$256K -9,546 Closed
VAM
606
Verity Asset Management
North Carolina
-$244K -9,186 Closed
ONB
607
Old National Bancorp
Indiana
-$240K -9,035 Closed
EGA
608
E&G Advisors
Texas
-$226K -8,500 Closed
PIA
609
Piedmont Investment Advisors
North Carolina
-$224K -8,418 Closed
Balyasny Asset Management
610
Balyasny Asset Management
Illinois
-$210K -8,392 Closed
CAM
611
Cozad Asset Management
Illinois
-$210K -7,900 Closed
KRSITF
612
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$205K -7,736 Closed
IRF
613
IBM Retirement Fund
New York
-$203K -7,657 Closed
RCA
614
Rowland Carmichael Advisors
Arizona
-$200K -7,540 Closed
C
615
Cerebellum
California
-$172K -6,473 Closed
OIA
616
OneDigital Investment Advisors
Kansas
-$71K -2,690 Closed
RWP
617
RWA Wealth Partners
Massachusetts
-$48K -1,800 Closed
EAM
618
Exane Asset Management
France
-$41.3K -1,556 Closed
FMT
619
First Mercantile Trust
Tennessee
-$41K -1,550 Closed
CAL
620
Capital Analysts LLC
Pennsylvania
-$32K -1,221 Closed
GFP
621
Gryphon Financial Partners
Ohio
-$18K -694 Closed
IWP
622
Icon Wealth Partners
Texas
-$18K -688 Closed
CF
623
Centaurus Financial
California
-$11K -412 Closed
STA
624
Summit Trail Advisors
New York
-$9K -342 Closed
FIA
625
FNY Investment Advisers
New York
-$8K -335 Closed