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563 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $33M

9% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 200

1.05% less ownership

Funds ownership: 81.04%79.99% (-1%)

4% less funds holding

Funds holding: 588563 (-25)

17% less capital invested

Capital invested by funds: $10.6B → $8.73B (-$1.84B)

18% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 96

Holders
563
Holders Change
-25
Holders Change %
-4.25%
% of All Funds
12.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
200
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
626
Nicholas Hoffman & Company
Georgia
-$228K -7,135 Closed
PLFAM
627
Pineno Levin & Ford Asset Management
Virginia
-$227K -7,096 Closed
CFB
628
Cullen/Frost Bankers
Texas
-$218K -6,807 Closed
W
629
Wealthfront
California
-$214K -6,690 Closed
CA
630
Commerzbank Aktiengesellschaft
Germany
-$210K -6,557 Closed
Susquehanna International Group
631
Susquehanna International Group
Pennsylvania
-$187K -6,502 Closed
CSIC
632
Clifford Swan Investment Counsel
California
-$208K -6,485 Closed
HFA
633
High Falls Advisors
New York
-$206K -6,445 Closed
AC
634
Avestar Capital
New York
-$139K -4,819 Closed
CWM
635
Catamount Wealth Management
Connecticut
-$128K -4,000 Closed
TAM
636
Tiverton Asset Management
Delaware
-$55K -1,705 Closed
IWM
637
IHT Wealth Management
Illinois
-$49K -1,599 Closed
APP
638
Avantax Planning Partners
Iowa
-$47K -1,467 Closed
CBT
639
Central Bank & Trust
Kentucky
-$45K -1,415 Closed
FCAG
640
First Capital Advisors Group
New Jersey
-$24K -738 Closed
MGIA
641
Moneta Group Investment Advisors
Missouri
-$21K -650 Closed
BC
642
Bartlett & Co
Ohio
-$20K -626 Closed
BCWM
643
Bartlett & Co Wealth Management
Ohio
-$20K -626 Closed
BBHC
644
Brown Brothers Harriman & Co
New York
-$19K -585 Closed
HR
645
Howe & Rusling
New York
-$15K -480 Closed
SSB
646
Sandy Spring Bank
Maryland
-$14K -445 Closed
PWAG
647
Polaris Wealth Advisory Group
California
-$14K -425 Closed
CG
648
Cutler Group
California
-$11.5K -400 Closed
RFM
649
Royal Fund Management
Florida
-$7.88K -274 -93%
WA
650
WealthTrust-Arizona
Arizona
-$8K -263 Closed