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Invesco
IVZ

Overview Fund Activity

549 hedge funds and large institutions have $7.21B invested in Invesco in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-3
Holders Change %
-0.54%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
62
Increased
191
Reduced
214
Closed
56
Calls
$55.4M
Puts
$39.9M
Net Calls
+$15.5M
Net Calls Change
-$1.1M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$152M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$48.6M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$33.1M
4
Bank of America
4
Bank of America
North Carolina
$79.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$32.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$406M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$37.5M
4
BlackRock
4
BlackRock
New York
$929M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
251
Mutual of America Capital Management
New York
$1.08M -$110K -4,566 -9%
UCFA
252
United Capital Financial Advisors
Texas
$1.05M -$469K -19,481 -31%
EC
253
Estate Counselors
Wisconsin
$1.05M +$12.5K +520 +1%
HIS
254
Harvest Investment Services
Illinois
$1.04M +$243K +10,090 +31%
SP
255
Symmetry Partners
Connecticut
$1.03M -$473K -18,666 -31%
ESCM
256
Echo Street Capital Management
New York
$1.03M +$548K +22,723 +113%
COPPSERS
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M -$111K -4,621 -10%
CA
258
Cetera Advisors
Colorado
$1.03M +$404K +16,762 +65%
GT
259
Glenmede Trust
Pennsylvania
$1.01M -$421K -17,480 -29%
PAMP
260
Polar Asset Management Partners
Ontario, Canada
$1M +$1M +41,530 New
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$987K +$37.8K +1,568 +4%
NAM
262
Nissay Asset Management
Japan
$976K -$63.5K -2,635 -6%
MAM
263
Meeder Asset Management
Ohio
$968K +$60K +2,490 +7%
MLICM
264
Metropolitan Life Insurance Company (MetLife)
New York
$964K +$964K +39,997 New
AP
265
Advisor Partners
California
$962K +$70.4K +2,923 +8%
US Bancorp
266
US Bancorp
Minnesota
$944K +$112K +4,647 +13%
RE
267
RBC Europe
United Kingdom
$943K -$24.1K -998 -2%
Capstone Investment Advisors
268
Capstone Investment Advisors
New York
$943K +$943K +39,124 New
OAM
269
Oppenheimer Asset Management
New York
$937K +$319K +13,237 +52%
MF
270
Magnetar Financial
Illinois
$934K +$934K +38,741 New
ONB
271
Old National Bancorp
Indiana
$928K -$101K -4,174 -10%
Vontobel Holding
272
Vontobel Holding
Switzerland
$920K +$557K +23,099 +153%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$906K -$312K -12,942 -26%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$902K +$40.6K +1,682 +5%
NAM
275
NorthCoast Asset Management
Connecticut
$900K -$35.8K -1,486 -4%
9 10
11
12 13