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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 %
Jones Financial Companies
251
Jones Financial Companies
Missouri
$769K -$109K -6,409 -12%
BEAM
252
Baker Ellis Asset Management
Washington
$760K +$287K +16,950 +61%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$746K +$162K +9,584 +28%
CWM
254
CIBC World Markets
New York
$743K -$436K -25,740 -37%
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$739K +$266K +15,717 +56%
FB
256
Fulton Bank
Pennsylvania
$729K +$288 +17 +0%
WI
257
WrapManager Inc
California
$726K -$56.5K -3,333 -7%
ACS
258
Archford Capital Strategies
Illinois
$725K +$25.2K +1,486 +4%
B
259
BP
United Kingdom
$711K – – –
PIC
260
Portland Investment Counsel
Ontario, Canada
$706K -$24.2K -1,427 -3%
HIMCH
261
Hartford Investment Management Co (HIMCO)
Connecticut
$690K -$54.6K -3,228 -7%
TRCT
262
Tower Research Capital (TRC)
New York
$676K +$646K +38,126 +2,191%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$667K +$117K +6,900 +21%
OAM
264
Oxford Asset Management
United Kingdom
$665K +$665K +39,281 New
IA
265
IFG Advisory
Georgia
$648K +$55K +3,252 +9%
Walleye Trading
266
Walleye Trading
New York
$634K +$451K +26,611 +246%
FAAS
267
First Allied Advisory Services
California
$630K +$87.3K +5,098 +16%
Robeco Institutional Asset Management
268
Robeco Institutional Asset Management
Netherlands
$626K -$132K -7,781 -17%
IRC
269
Investors Research Corp
Georgia
$626K -$6.35K -375 -1%
LTFS
270
Ladenburg Thalmann Financial Services
Florida
$615K -$162K -9,555 -21%
YMRC
271
Yorktown Management & Research Company
Virginia
$610K – – –
AAM
272
Advisors Asset Management
Colorado
$593K -$598K -35,299 -50%
TEE
273
Tibra Equities Europe
United Kingdom
$591K +$591K +34,900 New
BAM
274
Baldrige Asset Management
Pennsylvania
$590K -$55.6K -3,280 -9%
NAM
275
Nissay Asset Management
Japan
$588K +$27.7K +1,634 +5%
9 10
11
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