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Invesco
IVZ

Overview Fund Activity

545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-20
Holders Change %
-3.54%
% of All Funds
13.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
49
Increased
225
Reduced
191
Closed
58
Calls
$54.9M
Puts
$27.4M
Net Calls
+$27.5M
Net Calls Change
-$24.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
3
BS
Banco Santander
Spain
$56.1M
4
Capital International Investors
Capital International Investors
California
$488M
5
Ameriprise
Ameriprise
Minnesota
$175M

Top Sellers

1
PI
Putnam Investments
Massachusetts
$82.9M
2
SSM
Sound Shore Management
Connecticut
$93M
3
Citadel Advisors
Citadel Advisors
Florida
$5.2M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$1.33M – – –
WAM
277
World Asset Management
Michigan
$1.31M -$12.3K -351 -0.9%
IIM
278
Intact Investment Management
Quebec, Canada
$1.3M – – –
JPMPWA
279
J.P. Morgan Private Wealth Advisors
California
$1.3M +$509K +14,534 +65%
SMFG
280
Sumitomo Mitsui Financial Group
Japan
$1.29M +$85.2K +2,432 +7%
LPL Financial
281
LPL Financial
California
$1.29M +$424K +12,110 +49%
Teacher Retirement System of Texas
282
Teacher Retirement System of Texas
Texas
$1.26M +$44.3K +1,263 +4%
BTNA
283
Bremer Trust National Association
Minnesota
$1.23M +$321K +9,173 +35%
GAM
284
Griffin Asset Management
New York
$1.19M +$814K +23,217 +215%
ARTA
285
A.R.T. Advisors
New York
$1.19M +$224K +6,400 +23%
CGH
286
Crossmark Global Holdings
Texas
$1.17M +$1.17M +33,499 New
COPPSERS
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.16M +$100K +2,861 +9%
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$1.14M +$4.62K +132 +0.4%
OI
289
Oakbrook Investments
Illinois
$1.13M +$91.1K +2,600 +9%
BCMO
290
Buckingham Capital Management (Ohio)
Ohio
$1.13M -$50.3K -1,436 -4%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$1.12M +$180K +5,131 +19%
CIBC World Market
292
CIBC World Market
Ontario, Canada
$1.11M -$228K -6,500 -17%
LCM
293
Laurion Capital Management
New York
$1.09M +$473K +13,500 +76%
MERSOM
294
Municipal Employees' Retirement System of Michigan
Michigan
$1.07M -$89.4K -2,550 -8%
FFA
295
Fragasso Financial Advisors
Pennsylvania
$1.07M +$1.07M +30,622 New
SOADOR
296
State of Alaska Department of Revenue
Alaska
$1.05M +$791K +22,590 +306%
Schroder Investment Management Group
297
Schroder Investment Management Group
United Kingdom
$1.04M +$32.5K +948 +3%
AWM
298
AE Wealth Management
Kansas
$1.03M -$55.1K -1,573 -5%
HA
299
Harbor Advisors
Florida
$1.01M – – –
DLHL
300
Donald L. Hagan LLC
Florida
$999K -$40.1K -1,145 -4%
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12
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