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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
+$59.3M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$37M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$29M
5
PP
Prudential plc
United Kingdom
+$17.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$62.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.7M
3
Bank of America
Bank of America
North Carolina
-$27.2M
4
CAG
Csenge Advisory Group
Florida
-$24.3M
5
BlackRock
BlackRock
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
276
Lingohr Asset Management
Germany
$230K -$7.35K -731 -3%
EH
277
Equitable Holdings
New York
$230K +$57.2K +5,352 +33%
WA
278
Winfield Associates
Ohio
$229K -$5.5K -510 -2%
KRS
279
Kentucky Retirement Systems
Kentucky
$225K -$48K -4,470 -18%
FAAS
280
First Allied Advisory Services
California
$223K -$215K -20,006 -49%
Teacher Retirement System of Texas
281
Teacher Retirement System of Texas
Texas
$222K +$222K +20,586 New
Macquarie Group
282
Macquarie Group
Australia
$219K +$39.9K +3,709 +22%
NIM
283
NuWave Investment Management
New Jersey
$218K +$218K +25,987 New
PCMC
284
Paragon Capital Management (Colorado)
Colorado
$216K +$216K +20,088 New
DC
285
Davenport & Co
Virginia
$209K -$70.8K -6,575 -25%
FDCDDQ
286
Federation des caisses Desjardins du Quebec
Quebec, Canada
$207K +$35.2K +3,275 +20%
M&T Bank
287
M&T Bank
New York
$207K -$76.4K -7,129 -27%
BOTW
288
Bank of the West
California
$206K -$378K -35,042 -65%
NB
289
Norinchukin Bank
Japan
$206K -$2.66K -247 -1%
AAM
290
Advisors Asset Management
Colorado
$202K +$57.2K +5,328 +39%
CAM
291
Carret Asset Management
New York
$200K -$9.69K -900 -5%
NCM
292
Novare Capital Management
North Carolina
$199K +$199K +18,500 New
SF
293
Synovus Financial
Georgia
$195K -$129K -11,968 -40%
TVAMP
294
Tennessee Valley Asset Management Partners
Tennessee
$193K +$193K +17,932 New
UR
295
USCA RIA
Texas
$191K -$3.38M -313,770 -95%
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$187K +$4.76K +443 +3%
DIS
297
Diversified Investment Strategies
Louisiana
$183K +$97 +9 +0.1%
LS
298
Livforsakringsbolaget Skandia
Sweden
$182K – – –
PAMG
299
Patton Albertson Miller Group
Tennessee
$177K -$3.23K -300 -2%
LSERS
300
Louisiana State Employees Retirement System
Louisiana
$174K +$4.3K +400 +3%
10 11
12
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