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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$128M
2
Renaissance Technologies
Renaissance Technologies
New York
+$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$41.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$40.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$37.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$196M
2
HCM
Highfields Capital Management
Massachusetts
-$116M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$48.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$36.5M
5
GC
Guggenheim Capital
Illinois
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
MUFG Americas
New York
$1.2M +$244K +9,198 +26%
UCFA
277
United Capital Financial Advisors
Texas
$1.19M +$25.1K +944 +2%
BG
278
Bahl & Gaynor
Ohio
$1.19M +$1.19M +44,971 New
OPERF
279
Oregon Public Employees Retirement Fund
Oregon
$1.18M +$37.1K +1,398 +3%
IG
280
ING Group
Netherlands
$1.17M +$63.3K +2,383 +6%
PIC
281
Portland Investment Counsel
Ontario, Canada
$1.15M – – –
COPPSERS
282
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.14M +$174K +6,567 +18%
PWS
283
Peloton Wealth Strategists
Indiana
$1.12M -$183K -6,900 -14%
PR
284
Payden & Rygel
California
$1.11M – – –
ACS
285
Archford Capital Strategies
Illinois
$1.1M +$15.2K +574 +1%
RCM
286
Riverhead Capital Management
Delaware
$1.09M +$756K +28,458 +229%
JPMPWA
287
J.P. Morgan Private Wealth Advisors
California
$1.08M -$152K -5,732 -12%
BCM
288
Brasada Capital Management
Texas
$1.07M -$4.78K -180 -0.4%
Creative Planning
289
Creative Planning
Kansas
$1.06M -$23.7K -891 -2%
BIC
290
Beach Investment Counsel
Pennsylvania
$1.05M – – –
CIM
291
CenturyLink Investment Management
Colorado
$1.03M +$1.03M +38,764 New
Boston Partners
292
Boston Partners
Massachusetts
$1.03M +$1.03M +38,713 New
Franklin Resources
293
Franklin Resources
California
$1.02M -$825K -31,048 -45%
FFA
294
Fragasso Financial Advisors
Pennsylvania
$1.01M -$1.41K -53 -0.1%
ZIG
295
Zurich Insurance Group
Switzerland
$1.01M -$1.59M -59,899 -61%
BO
296
Bank OZK
Arkansas
$999K +$88.7K +3,340 +10%
NMERB
297
New Mexico Educational Retirement Board
New Mexico
$996K -$34.5K -1,300 -3%
CIP
298
Convergence Investment Partners
Florida
$995K +$850 +32 +0.1%
FCM
299
Flinton Capital Management
Pennsylvania
$983K +$680K +25,600 +225%
CS
300
Candriam SCA
Luxembourg
$982K -$1.83K -69 -0.2%
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