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Invesco
IVZ

Overview Fund Activity

454 hedge funds and large institutions have $3.75B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
9.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
59
Increased
147
Reduced
181
Closed
52
Calls
$26.3M
Puts
$26.5M
Net Calls
-$182K
Net Calls Change
+$1.15M

Top Buyers

1
TFM
Trian Fund Management
New York
$419M
2
Nomura Holdings
Nomura Holdings
Japan
$104M
3
PP
Prudential plc
United Kingdom
$90.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.1M
5
EWA
Exencial Wealth Advisors
Oklahoma
$10.8M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$101M
2
Vanguard Group
Vanguard Group
Pennsylvania
$521M
3
BlackRock
BlackRock
New York
$396M
4
Fidelity International
Fidelity International
Bermuda
$6.67M
5
KBC Group
KBC Group
Belgium
$464K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
226
Everence Capital Management
Indiana
$512K +$279K +24,510 +120%
LOAMS
227
Lombard Odier Asset Management (Switzerland)
Switzerland
$506K +$124K +10,837 +32%
Capstone Investment Advisors
228
Capstone Investment Advisors
New York
$499K +$179K +15,692 +56%
RE
229
RBC Europe
United Kingdom
$497K -$2.91K -255 -0.6%
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$489K -$1.24M -106,490 -72%
GT
231
Glenmede Trust
Pennsylvania
$468K -$239K -21,013 -34%
KBC Group
232
KBC Group
Belgium
$464K -$10.9M -953,388 -96%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$447K -$17.2K -1,504 -4%
HighTower Advisors
234
HighTower Advisors
Illinois
$446K -$45.3K -3,962 -9%
MAM
235
Meeder Asset Management
Ohio
$443K -$1.38K -121 -0.3%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$425K -$6.45K -565 -1%
BC
237
Brookfield Corp
Ontario, Canada
$424K +$424K +37,124 New
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$418K -$22.1K -1,940 -5%
AP
239
Advisor Partners
California
$415K +$10.2K +898 +3%
IMRF
240
Illinois Municipal Retirement Fund
Illinois
$408K +$408K +35,753 New
BFEC
241
Benjamin F. Edwards & Company
Missouri
$399K – – –
COPPSERS
242
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$398K +$153K +13,369 +62%
IRC
243
Investors Research Corp
Georgia
$396K -$7.98K -700 -2%
CAM
244
Cresset Asset Management
Illinois
$395K -$6.27K -549 -2%
NL
245
NWAM LLC
Washington
$389K +$32.4K +2,838 +9%
LIA
246
LS Investment Advisors
Michigan
$386K -$22.8K -1,998 -6%
RJFSA
247
Raymond James Financial Services Advisors
Florida
$378K -$67.6K -5,928 -15%
AAS
248
Avantax Advisory Services
Texas
$370K +$370K +32,364 New
CCM
249
Cadence Capital Management
Massachusetts
$356K -$75.1K -6,570 -17%
BIAS
250
Beacon Investment Advisory Services
New Jersey
$356K +$356K +31,204 New
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