IVZ icon

Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
301
Simplicity Solutions
Minnesota
$874K -$464K -20,292 -35%
VF
302
Virtu Financial
New York
$873K +$873K +38,148 New
Neuberger Berman Group
303
Neuberger Berman Group
New York
$843K +$92.6K +4,045 +12%
BO
304
Bank OZK
Arkansas
$840K -$20.7K -904 -2%
NMERB
305
New Mexico Educational Retirement Board
New Mexico
$838K -$20.6K -900 -2%
CG
306
Colony Group
Massachusetts
$835K -$343 -15 -0%
SM
307
Sciencast Management
New Jersey
$834K +$834K +38,612 New
CGH
308
Crossmark Global Holdings
Texas
$821K +$16.4K +717 +2%
CHAM
309
Clear Harbor Asset Management
Connecticut
$821K +$821K +38,105 New
IRC
310
Investors Research Corp
Georgia
$816K +$816K +35,675 New
WB
311
Wilks Brothers
Texas
$794K – – –
CIM
312
CenturyLink Investment Management
Colorado
$792K -$94.9K -4,147 -11%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$791K +$180K +7,872 +29%
ATC
314
Argent Trust Co
Tennessee
$786K +$106K +4,720 +16%
COPPSERS
315
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$771K -$212K -9,284 -22%
BCMO
316
Buckingham Capital Management (Ohio)
Ohio
$771K -$13.7K -597 -2%
BEAM
317
Baker Ellis Asset Management
Washington
$755K +$245K +10,700 +48%
NB
318
Norinchukin Bank
Japan
$741K +$79.6K +3,480 +12%
PWS
319
Peloton Wealth Strategists
Indiana
$725K -$242K -10,600 -25%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$724K -$21.8K -953 -3%
ECM
321
ETrade Capital Management
Virginia
$724K +$197K +8,628 +37%
WorldQuant Millennium Advisors
322
WorldQuant Millennium Advisors
New York
$711K +$711K +31,056 New
GAB
323
German American Bancorp
Indiana
$701K +$1.49K +65 +0.2%
BG
324
Bahl & Gaynor
Ohio
$690K -$339K -14,823 -33%
Creative Planning
325
Creative Planning
Kansas
$690K -$219K -9,561 -24%
11 12
13
14 15