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Invesco
IVZ

Overview Fund Activity

512 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
201
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$114M
2
Citadel Advisors
Citadel Advisors
Florida
$57.7M
3
BA
Bridgewater Associates
Connecticut
$25.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$189M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$127M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$30M
2
CCM
Crabel Capital Management
California
$0
3
HCM
Hamlin Capital Management
New York
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$728M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$1.02M +$188K +11,110 +23%
WAM
227
Wolverine Asset Management
Illinois
$1.02M -$3.22M -189,962 -76%
TC
228
Truvestments Capital
Florida
$1.01M +$280K +16,519 +38%
Rafferty Asset Management
229
Rafferty Asset Management
New York
$1.01M -$2.74M -161,772 -73%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$1.01M – – –
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$996K -$135K -7,994 -12%
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$992K -$34.4K -2,029 -3%
RE
233
RBC Europe
United Kingdom
$978K -$5.93K -350 -0.6%
CB
234
Commerce Bank
Missouri
$961K -$106K -6,261 -10%
B
235
Barings
North Carolina
$954K – – –
N
236
Natixis
France
$946K -$730K -43,122 -44%
AB
237
Amalgamated Bank
New York
$943K -$18.9K -1,118 -2%
MSA
238
Mason Street Advisors
Wisconsin
$930K -$38.1K -2,249 -4%
LAM
239
Lingohr Asset Management
Germany
$915K +$915K +54,000 New
NIC
240
Northwest Investment Counselors
Oregon
$906K -$39K -2,304 -4%
DC
241
Davenport & Co
Virginia
$899K -$12.2K -597 -1%
ATC
242
Argent Trust Co
Tennessee
$877K +$75.8K +4,469 +9%
MOACM
243
Mutual of America Capital Management
New York
$871K -$29.1K -1,721 -3%
ECM
244
ExodusPoint Capital Management
New York
$864K +$173K +10,209 +25%
DZ Bank
245
DZ Bank
Germany
$847K +$847K +50,000 New
ECM
246
ETrade Capital Management
Virginia
$829K +$18.1K +1,068 +2%
II
247
IFM Investors
Australia
$820K +$405K +23,946 +98%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$793K -$518K -30,579 -40%
UCFA
249
United Capital Financial Advisors
Texas
$780K -$60.9K -3,592 -7%
CA
250
Commerzbank Aktiengesellschaft
Germany
$771K +$50.3K +2,969 +7%
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