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Invesco
IVZ

Overview Fund Activity

505 hedge funds and large institutions have $5.43B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
109
Increased
147
Reduced
184
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
Millennium Management
Millennium Management
New York
$47.4M
3
MSE
MUFG Securities EMEA
United Kingdom
$30M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.1M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$217M
2
Nomura Holdings
Nomura Holdings
Japan
$68.6M
3
PP
Prudential plc
United Kingdom
$83.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
5
Vanguard Group
Vanguard Group
Pennsylvania
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
226
State of Alaska Department of Revenue
Alaska
$1.07M -$52.9K -3,038 -5%
PG
227
Pendal Group
Australia
$1.04M +$1.04M +59,736 New
SS
228
Simplicity Solutions
Minnesota
$990K +$990K +56,813 New
SM
229
Sciencast Management
New Jersey
$977K +$977K +52,645 New
EAM
230
Erste Asset Management
Austria
$973K +$973K +57,200 New
TC
231
Trilogy Capital
California
$961K -$93.3K -5,354 -9%
AIM
232
ARGA Investment Management
Connecticut
$949K -$726K -41,628 -43%
CAN
233
Cetera Advisor Networks
California
$937K -$660K -37,856 -41%
IWC
234
Integrated Wealth Concepts
Massachusetts
$931K -$10.7K -615 -1%
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$909K – – –
MSA
236
Mason Street Advisors
Wisconsin
$906K -$16.1K -924 -2%
PP
237
Prospector Partners
Connecticut
$903K +$54K +3,100 +6%
AB
238
Amalgamated Bank
New York
$897K +$348 +20 +0%
IA
239
IFG Advisory
Georgia
$889K -$26.4K -1,516 -3%
CA
240
Cetera Advisors
Colorado
$885K -$13.5K -774 -2%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$851K -$45K -2,582 -5%
WBC
242
Westpac Banking Corp
Australia
$842K +$414K +23,775 +97%
MOACM
243
Mutual of America Capital Management
New York
$824K -$32.9K -1,891 -4%
COPPSERS
244
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$820K +$212K +12,178 +35%
HC
245
Hourglass Capital
Texas
$805K -$18.1K -1,040 -2%
BCM
246
Brookstone Capital Management
Illinois
$798K +$798K +45,803 New
FI
247
FormulaFolio Investments
Michigan
$790K +$790K +45,302 New
NAM
248
Nissay Asset Management
Japan
$780K -$127K -7,273 -14%
RE
249
RBC Europe
United Kingdom
$756K -$3.14K -180 -0.4%
HIMCH
250
Hartford Investment Management Co (HIMCO)
Connecticut
$750K +$67.1K +3,851 +10%
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10
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