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
GP
626
Girard Partners
Pennsylvania
-$12K -531 Closed
PWAG
627
Polaris Wealth Advisory Group
California
-$10K -425 Closed
KF
628
Krilogy Financial
Missouri
-$9K -400 Closed
AIL
629
AGF Investments LLC
Ontario, Canada
-$9K -396 Closed
BCM
630
Brasada Capital Management
Texas
-$8K -363 Closed
ST
631
Smithfield Trust
Pennsylvania
-$8K -360 Closed
BWA
632
BDO Wealth Advisors
Florida
-$6K -270 Closed
POIA
633
Pin Oak Investment Advisors
Texas
-$6K -270 Closed
SCM
634
Southport Capital Management
Tennessee
-$6K -243 Closed
WCM
635
Whitener Capital Management
North Carolina
-$3K -150 Closed
RMAM
636
Raab & Moskowitz Asset Management
New Jersey
-$3K -148 Closed
BWA
637
Burt Wealth Advisors
Maryland
-$3K -110 Closed
BWM
638
BerganKDV Wealth Management
Minnesota
-$2K -105 Closed
AA
639
Ancora Advisors
Ohio
-$2K -71 Closed
JWA
640
JFS Wealth Advisors
Pennsylvania
-$1K -65 Closed
TAIM
641
TD Ameritrade Investment Management
Nebraska
-$1.16K -58 -73%
MCM
642
Mainstay Capital Management
Michigan
-$1K -57 Closed
NFG
643
Next Financial Group
Texas
-$1K -43 Closed
AF
644
Allworth Financial
California
-$1K -35 Closed
BC
645
Bartlett & Co
Ohio
-$1K -24 Closed
BCWM
646
Bartlett & Co Wealth Management
Ohio
-$549 -24 Closed
PWM
647
PRW Wealth Management
Massachusetts
+$280 +14 New
WCM
648
WealthBridge Capital Management
Ohio
+$540 +27 New
BRC
649
Bell Rock Capital
Delaware
+$560 +28 New
JCM
650
Julex Capital Management
Massachusetts
+$1.14K +57 New