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Invesco
IVZ

Overview Fund Activity

549 hedge funds and large institutions have $7.21B invested in Invesco in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-3
Holders Change %
-0.54%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
62
Increased
191
Reduced
214
Closed
56
Calls
$55.4M
Puts
$39.9M
Net Calls
+$15.5M
Net Calls Change
-$1.1M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$152M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$48.6M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$33.1M
4
Bank of America
4
Bank of America
North Carolina
$79.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$32.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$406M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$37.5M
4
BlackRock
4
BlackRock
New York
$929M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
276
Trilogy Capital
California
$896K +$8.36K +347 +0.9%
HI
277
Horizon Investments
North Carolina
$872K +$454K +18,935 +108%
PIC
278
Portland Investment Counsel
Ontario, Canada
$868K – – –
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$852K -$98.2K -4,072 -10%
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$835K -$423K -17,528 -34%
Mariner
281
Mariner
Kansas
$829K +$530K +21,961 +177%
TRCT
282
Tower Research Capital (TRC)
New York
$810K +$604K +25,040 +293%
IRC
283
Investors Research Corp
Georgia
$809K – – –
CI
284
CAZ Investments
Texas
$800K – – –
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$774K -$190K -7,896 -20%
DTL
286
Dynamic Technology Lab
Singapore
$771K -$1.63M -67,548 -68%
CPO
287
Cerity Partners OCIO
New York
$753K -$31.6K -1,310 -4%
VF
288
Virtu Financial
New York
$750K +$172K +7,149 +30%
BWM
289
Buckley Wealth Management
Nevada
$731K +$24.5K +1,015 +3%
CCM
290
CAAS Capital Management
New York
$723K +$723K +30,000 New
Walleye Trading
291
Walleye Trading
New York
$713K -$55.1K -2,286 -7%
CAN
292
Cetera Advisor Networks
California
$699K -$70.4K -2,919 -9%
BCA
293
Bay Colony Advisors
Massachusetts
$699K +$24 +1 +0%
IG
294
ING Group
Netherlands
$691K -$58.1K -2,412 -8%
HH
295
Hilltop Holdings
Texas
$688K +$110K +4,550 +19%
SAM
296
Securian Asset Management
Minnesota
$687K -$82.4K -3,418 -11%
BCV
297
Banque Cantonale Vaudoise
Switzerland
$675K -$634K -26,300 -48%
SG Americas Securities
298
SG Americas Securities
New York
$670K -$114K -4,717 -15%
EW
299
Element Wealth
Mississippi
$643K -$25K -1,035 -4%
HI
300
Harbour Investments
Wisconsin
$641K +$7.24K +300 +1%
10 11
12
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