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Invesco
IVZ

Overview Fund Activity

565 hedge funds and large institutions have $11.5B invested in Invesco in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+24
Holders Change %
+4.44%
% of All Funds
14.11%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
72
Increased
201
Reduced
209
Closed
44
Calls
$65.9M
Puts
$14.4M
Net Calls
+$51.6M
Net Calls Change
-$2.07M

Top Buyers

1
PI
Putnam Investments
Massachusetts
$172M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$98.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
4
KP
Kiltearn Partners
United Kingdom
$203M
5
UBS Group
UBS Group
Switzerland
$700M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$50.6M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$13.3M
3
Ameriprise
Ameriprise
Minnesota
$148M
4
Goldman Sachs
Goldman Sachs
New York
$138M
5
CS
Credit Suisse
Switzerland
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
251
Virtu KCG Holdings
New York
$1.74M +$1.49M +42,429 +608%
SBH
252
Segall Bryant & Hamill
Illinois
$1.73M -$151K -4,280 -8%
UAS
253
United Asset Strategies
New York
$1.71M +$408K +11,597 +31%
PWS
254
Peloton Wealth Strategists
Indiana
$1.69M +$66.9K +1,900 +4%
EMG
255
Ellington Management Group
Connecticut
$1.69M +$1.69M +48,100 New
AHC
256
Adell Harriman & Carpenter
Texas
$1.67M +$123K +3,500 +8%
CPO
257
Cerity Partners OCIO
New York
$1.67M +$145K +4,110 +9%
AAF
258
Andra AP-fonden
Sweden
$1.66M -$260K -7,400 -14%
Neuberger Berman Group
259
Neuberger Berman Group
New York
$1.65M -$223K -6,349 -12%
B
260
BP
United Kingdom
$1.65M +$1.65M +47,000 New
AB
261
Amalgamated Bank
New York
$1.61M +$578K +16,432 +56%
Public Sector Pension Investment Board (PSP Investments)
262
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.6M -$1.66M -47,200 -51%
SI
263
Stephens Inc
Arkansas
$1.56M +$1.27M +36,109 +434%
UR
264
USCA RIA
Texas
$1.51M +$88.2K +2,506 +6%
OPERF
265
Oregon Public Employees Retirement Fund
Oregon
$1.51M – – –
CD
266
Carl Domino
Florida
$1.48M -$124K -3,520 -8%
Los Angeles Capital Management
267
Los Angeles Capital Management
California
$1.47M -$15K -425 -1%
SS
268
Simplicity Solutions
Minnesota
$1.45M -$35 -1 -0%
NIT
269
NumerixS Investment Technologies
British Columbia, Canada
$1.42M -$454K -12,900 -24%
RWA
270
RGT Wealth Advisors
Texas
$1.4M +$2.08K +59 +0.1%
CG
271
Cutler Group
California
$1.39M +$1.37M +38,867 +5,552%
BIC
272
Beach Investment Counsel
Pennsylvania
$1.39M – – –
MM
273
Midas Management
New York
$1.37M – – –
Creative Planning
274
Creative Planning
Kansas
$1.36M -$203K -5,777 -13%
NLI
275
Nippon Life Insurance
Japan
$1.35M -$62.8K -1,785 -4%
9 10
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