We are live on ! Find out more

534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $31.5M

1.97% less ownership

Funds ownership: 80.96%78.99% (-2%)

5% less funds holding

Funds holding: 565534 (-31)

18% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 209

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $7.63B → $5.32B (-$2.31B)

Holders
534
Holders Change
-31
Holders Change %
-5.49%
% of All Funds
11.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
119
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
UA
601
Unison Advisors
District of Columbia
-$240K -10,491 Closed
LCM
602
Laurion Capital Management
New York
-$238K -10,379 Closed
SL
603
Signition LP
New York
-$237K -10,353 Closed
PWMAG
604
Pinnacle Wealth Management Advisory Group
New Jersey
-$225K -9,836 Closed
ECM
605
Everence Capital Management
Indiana
-$222K -9,712 Closed
GBT
606
Grove Bank & Trust
Florida
-$218K -9,520 Closed
SMM
607
Stadion Money Management
Georgia
-$214K -9,339 Closed
Qube Research & Technologies (QRT)
608
Qube Research & Technologies (QRT)
United Kingdom
-$208K -9,091 Closed
PFS
609
Prospera Financial Services
Texas
-$210K -9,024 Closed
PA
610
Profund Advisors
Maryland
-$205K -8,947 Closed
V
611
Veritable
Delaware
-$202K -8,820 Closed
MFBTD
612
MB Financial Bank - Trust Department
Illinois
-$137K -6,000 Closed
Capstone Investment Advisors
613
Capstone Investment Advisors
New York
-$92.1K -4,602 Closed
SLF
614
Sun Life Financial
Ontario, Canada
-$95K -4,137 Closed
NIMI
615
Natixis Investment Managers International
France
-$90K -3,954 Closed
LA
616
Legacy Advisors
Pennsylvania
-$69K -3,007 Closed
MCM
617
Monument Capital Management
Virginia
-$69K -3,000 Closed
SPIA
618
Steward Partners Investment Advisory
New York
-$43K -1,872 Closed
MWPCG
619
Measured Wealth Private Client Group
New Hampshire
-$42K -1,845 Closed
TPWA
620
TRUE Private Wealth Advisors
Oregon
-$35.6K -1,556 Closed
APP
621
Avantax Planning Partners
Iowa
-$32K -1,383 Closed
SFG
622
SevenBridge Financial Group
Pennsylvania
-$28K -1,200 Closed
OIA
623
Optimum Investment Advisors
Illinois
-$21K -900 Closed
CTC
624
Central Trust Company
Missouri
-$16.6K -830 -96%
PCC
625
Park Circle Company
Maryland
-$18K -800 Closed