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Invesco
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Overview Fund Activity

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M

Top Buyers

1
BlackRock
BlackRock
New York
$982M
2
KP
Kiltearn Partners
United Kingdom
$128M
3
Citadel Advisors
Citadel Advisors
Florida
$113M
4
American Century Companies
American Century Companies
Missouri
$276M
5
UBS Group
UBS Group
Switzerland
$570M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$204M
2
Victory Capital Management
Victory Capital Management
Texas
$4.28M
3
DCP
DSM Capital Partners
Florida
$736K
4
Invesco
Invesco
Georgia
$0
5
CS
Credit Suisse
Switzerland
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
251
Twin Tree Management
Texas
$1.45M +$1.45M +47,473 New
FAB
252
First American Bank
Illinois
$1.43M +$36K +1,175 +3%
PWS
253
Peloton Wealth Strategists
Indiana
$1.42M -$297K -9,700 -17%
PP
254
Pegasus Partners
Wisconsin
$1.41M +$1.41M +46,050 New
CD
255
Carl Domino
Florida
$1.4M +$40.9K +1,336 +3%
Creative Planning
256
Creative Planning
Kansas
$1.36M +$100K +3,270 +8%
SCM
257
Shelton Capital Management
Colorado
$1.35M +$1.35M +44,010 New
AHC
258
Adell Harriman & Carpenter
Texas
$1.34M +$398K +13,000 +42%
CPO
259
Cerity Partners OCIO
New York
$1.33M +$1.33M +43,280 New
Korea Investment Corp
260
Korea Investment Corp
South Korea
$1.32M +$514K +16,789 +64%
SSA
261
Schonfeld Strategic Advisors
New York
$1.31M +$733K +23,950 +127%
OPERF
262
Oregon Public Employees Retirement Fund
Oregon
$1.31M – – –
WAM
263
World Asset Management
Michigan
$1.31M +$125K +4,069 +11%
B
264
Barings
North Carolina
$1.3M +$650K +21,235 +100%
Los Angeles Capital Management
265
Los Angeles Capital Management
California
$1.29M -$5.27M -171,979 -80%
CWM
266
CIBC World Markets
New York
$1.29M +$432K +14,105 +50%
FP
267
FDO Partners
Massachusetts
$1.27M -$39.8K -1,299 -3%
SS
268
Simplicity Solutions
Minnesota
$1.26M +$63.6K +2,077 +5%
NMERB
269
New Mexico Educational Retirement Board
New Mexico
$1.25M -$88.8K -2,900 -7%
UR
270
USCA RIA
Texas
$1.24M +$426K +13,911 +53%
NLI
271
Nippon Life Insurance
Japan
$1.23M -$99.8K -3,258 -7%
RWA
272
RGT Wealth Advisors
Texas
$1.21M +$508K +16,577 +72%
BIC
273
Beach Investment Counsel
Pennsylvania
$1.21M – – –
MM
274
Midas Management
New York
$1.19M – – –
PAM
275
Panagora Asset Management
Massachusetts
$1.19M -$273K -8,926 -19%
9 10
11
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