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Invesco
IVZ

Overview Fund Activity

448 hedge funds and large institutions have $3.4B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 176 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-51
Holders Change %
-10.22%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
157
Reduced
176
Closed
112
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M

Top Buyers

1
TFM
Trian Fund Management
New York
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$521M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
$50.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38M
5
PP
Prudential plc
United Kingdom
$69.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$25.8M
3
Bank of America
Bank of America
North Carolina
$289M
4
CAG
Csenge Advisory Group
Florida
$0
5
BlackRock
BlackRock
New York
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
251
Sigma Planning Corp
Michigan
$335K +$61.7K +5,737 +23%
EW
252
Element Wealth
Mississippi
$323K +$119K +11,090 +59%
II
253
IFM Investors
Australia
$320K -$171K -15,852 -35%
ACM
254
AlphaCrest Capital Management
New York
$306K +$144K +13,400 +89%
SFM
255
Systematic Financial Management
New Jersey
$306K +$306K +28,395 New
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$304K -$3.02K -280 -1%
SCA
257
Sage Capital Advisors
South Dakota
$303K +$1.09K +101 +0.4%
Capstone Investment Advisors
258
Capstone Investment Advisors
New York
$302K +$153K +14,188 +102%
CFD
259
Creative Financial Designs
Indiana
$286K +$3.44K +319 +1%
TRSOTSOK
260
Teachers Retirement System of the State of Kentucky
Kentucky
$284K -$75.4K -7,000 -21%
O
261
Ossiam
France
$283K -$37.5K -3,486 -12%
CB
262
Commerce Bank
Missouri
$270K -$162K -15,065 -37%
NMERB
263
New Mexico Educational Retirement Board
New Mexico
$269K +$17.2K +1,600 +7%
PAM
264
Premier Asset Management
Illinois
$262K -$62.9K -5,850 -19%
MML Investors Services
265
MML Investors Services
Massachusetts
$259K -$578K -53,721 -69%
B
266
Barings
North Carolina
$255K – – –
WAM
267
World Asset Management
Michigan
$254K -$21.5K -1,999 -8%
AA
268
AlphaCentric Advisors
Puerto Rico
$250K +$250K +23,279 New
CIAS
269
Capital Investment Advisory Services
North Carolina
$246K -$9.1K -846 -4%
AC
270
Athanor Capital
New York
$242K +$242K +22,473 New
AOWM
271
Alpha Omega Wealth Management
Virginia
$236K -$2.3M -213,732 -91%
CF
272
Centaurus Financial
California
$236K +$236K +21,900 New
COPPSERS
273
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$232K -$24.4K -2,262 -10%
LSV Asset Management
274
LSV Asset Management
Illinois
$231K -$909K -84,600 -80%
SIM
275
Sentry Investment Management
Wisconsin
$231K +$231K +21,452 New
9 10
11
12 13