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Invesco
IVZ

Overview Fund Activity

454 hedge funds and large institutions have $3.75B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
9.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
59
Increased
147
Reduced
181
Closed
52
Calls
$26.3M
Puts
$26.5M
Net Calls
-$182K
Net Calls Change
+$1.15M

Top Buyers

1
TFM
Trian Fund Management
New York
+$168M
2
Nomura Holdings
Nomura Holdings
Japan
+$104M
3
PP
Prudential plc
United Kingdom
+$16M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$14.8M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$10.8M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$30.8M
3
BlackRock
BlackRock
New York
-$20M
4
Fidelity International
Fidelity International
Bermuda
-$18.4M
5
KBC Group
KBC Group
Belgium
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
276
LSV Asset Management
Illinois
$245K – – –
BFM
277
Boothbay Fund Management
New York
$240K +$240K +21,000 New
NIC
278
Northwest Investment Counselors
Oregon
$231K -$175K -15,386 -43%
CIAS
279
Capital Investment Advisory Services
North Carolina
$230K -$31.3K -2,738 -12%
WA
280
Winfield Associates
Ohio
$228K -$15K -1,310 -6%
LSERS
281
Louisiana State Employees Retirement System
Louisiana
$218K +$33.1K +2,900 +18%
Mackenzie Financial
282
Mackenzie Financial
Ontario, Canada
$213K -$9.19M -806,122 -98%
ACM
283
AlphaCrest Capital Management
New York
$213K -$110K -9,700 -34%
FAAS
284
First Allied Advisory Services
California
$211K -$26.3K -2,301 -11%
NCM
285
Novare Capital Management
North Carolina
$211K – – –
NB
286
Norinchukin Bank
Japan
$210K -$8.29K -727 -4%
JG
287
Jefferies Group
New York
$210K +$210K +18,400 New
Nordea Investment Management
288
Nordea Investment Management
Sweden
$208K -$232K -20,110 -53%
TNB
289
TCF National Bank
South Dakota
$206K -$54.3K -4,750 -21%
RIA
290
Realta Investment Advisors
Delaware
$206K +$206K +18,036 New
SPC
291
Sigma Planning Corp
Michigan
$205K -$150K -13,179 -42%
AAM
292
Advisors Asset Management
Colorado
$205K -$9.35K -821 -4%
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K -$15.6K -1,371 -7%
CAM
294
Carret Asset Management
New York
$201K -$11.4K -1,000 -5%
NHC
295
Nicholas Hoffman & Company
Georgia
$201K +$45.5K +3,984 +29%
DC
296
Davenport & Co
Virginia
$198K -$23.6K -2,071 -11%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$197K +$8.45K +740 +4%
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$196K -$3.08K -269 -2%
LS
299
Livforsakringsbolaget Skandia
Sweden
$194K – – –
DIS
300
Diversified Investment Strategies
Louisiana
$194K +$80 +7 +0%
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