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Invesco
IVZ

Overview Fund Activity

521 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
11.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
75
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$30.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$25.9M
4
BlackRock
BlackRock
New York
+$25.1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$20.5M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$47.5M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$42.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$38.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$36.4M
5
BA
Bridgewater Associates
Connecticut
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
301
Penserra Capital Management
California
$509K -$128K -5,837 -20%
FB
302
Fulton Bank
Pennsylvania
$485K -$5.29K -274 -1%
II
303
IFM Investors
Australia
$473K – – –
Nordea Investment Management
304
Nordea Investment Management
Sweden
$469K +$8.29K +429 +2%
PAM
305
Panagora Asset Management
Massachusetts
$468K -$122K -6,345 -21%
IG
306
ING Group
Netherlands
$466K +$466K +24,140 New
IA
307
IFG Advisory
Georgia
$464K +$230K +11,915 +98%
CB
308
Chemical Bank
Michigan
$463K -$61.7K -3,200 -12%
SIM
309
Sentry Investment Management
Wisconsin
$460K -$40.9K -2,114 -8%
UF
310
Univest Financial
Pennsylvania
$454K +$454K +23,500 New
WB
311
WesBanco Bank
West Virginia
$452K -$79.1K -4,094 -15%
COPPSERS
312
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$448K +$14.9K +774 +3%
ALAM
313
Asahi Life Asset Management
Japan
$426K +$164K +8,480 +62%
BEAM
314
Baker Ellis Asset Management
Washington
$424K -$36.7K -1,900 -8%
CII
315
Capital International Inc
California
$420K -$77.2K -4,000 -16%
BCM
316
Bayesian Capital Management
New York
$413K +$413K +21,400 New
GCA
317
Gideon Capital Advisors
New York
$406K -$756K -39,213 -65%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$406K -$11.6K -600 -3%
Creative Planning
319
Creative Planning
Kansas
$405K -$92.6K -4,799 -19%
ZIC
320
ZWJ Investment Counsel
Georgia
$400K -$5.38M -278,522 -93%
FA
321
FDx Advisors
Illinois
$396K +$188K +9,747 +90%
Marshall Wace
322
Marshall Wace
United Kingdom
$396K +$396K +20,486 New
FAAS
323
First Allied Advisory Services
California
$395K +$96.5K +5,022 +32%
ECM
324
Everence Capital Management
Indiana
$394K +$394K +20,392 New
CG
325
Cutler Group
California
$389K -$67.3K -3,488 -15%
11 12
13
14 15