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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
276
Raymond James Financial Services Advisors
Florida
$1.49M +$730K +22,793 +95%
ACS
277
Archford Capital Strategies
Illinois
$1.49M +$150K +4,109 +11%
JPMPWA
278
J.P. Morgan Private Wealth Advisors
California
$1.48M +$89.1K +2,782 +6%
SMFG
279
Sumitomo Mitsui Financial Group
Japan
$1.44M +$234K +7,295 +19%
Cerity Partners
280
Cerity Partners
New York
$1.43M -$1.45M -45,243 -50%
SBH
281
Segall Bryant & Hamill
Illinois
$1.43M -$37.1K -1,160 -3%
UCFA
282
United Capital Financial Advisors
Texas
$1.41M -$202K -6,296 -13%
SS
283
Simplicity Solutions
Minnesota
$1.38M -$11.6K -362 -0.8%
PIC
284
Portland Investment Counsel
Ontario, Canada
$1.38M – – –
OPERF
285
Oregon Public Employees Retirement Fund
Oregon
$1.38M +$2.75K +86 +0.2%
PR
286
Payden & Rygel
California
$1.34M +$1.34M +41,700 New
IG
287
ING Group
Netherlands
$1.33M +$637K +19,896 +92%
Creative Planning
288
Creative Planning
Kansas
$1.3M +$6.08K +190 +0.5%
BCM
289
Brasada Capital Management
Texas
$1.29M -$28.8K -900 -2%
MCM
290
Mork Capital Management
California
$1.28M +$384K +12,000 +43%
BIC
291
Beach Investment Counsel
Pennsylvania
$1.26M – – –
SFI
292
Susquehanna Fundamental Investments
Pennsylvania
$1.26M +$1.26M +39,500 New
TSS
293
Two Sigma Securities
New York
$1.25M +$1.25M +39,091 New
GLA
294
Great Lakes Advisors
Illinois
$1.24M -$11.8K -369 -0.9%
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$1.24M -$9.6K -300 -0.8%
Parallax Volatility Advisers
296
Parallax Volatility Advisers
California
$1.24M +$934K +29,176 +306%
FFA
297
Fragasso Financial Advisors
Pennsylvania
$1.22M +$40.2K +1,257 +3%
MERSOM
298
Municipal Employees' Retirement System of Michigan
Michigan
$1.22M – – –
CIP
299
Convergence Investment Partners
Florida
$1.2M +$13.1K +410 +1%
CS
300
Candriam SCA
Luxembourg
$1.19M -$223K -6,958 -16%
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