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Invesco
IVZ

Overview Fund Activity

512 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
201
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$45.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$33.1M
3
BA
Bridgewater Associates
Connecticut
+$25.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$15.9M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$93.7M
2
CCM
Crabel Capital Management
California
-$51.1M
3
HCM
Hamlin Capital Management
New York
-$38M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$38M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
301
Seeyond
France
$427K -$142K -8,400 -25%
PCS
302
Personal CFO Solutions
New Jersey
$420K +$420K +19,402 New
HPC
303
Hobart Private Capital
North Carolina
$419K +$1.32K +78 +0.3%
COPPSERS
304
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$418K +$19.8K +1,169 +5%
Verition Fund Management
305
Verition Fund Management
Connecticut
$415K -$286K -16,895 -41%
MME
306
Meag Munich Ergo
Germany
$413K +$121K +7,147 +41%
SG Americas Securities
307
SG Americas Securities
New York
$411K -$2.52M -149,020 -86%
UF
308
Univest Financial
Pennsylvania
$408K +$17K +1,002 +4%
PAM
309
Panagora Asset Management
Massachusetts
$405K -$111K -6,529 -21%
SCM
310
Stonebridge Capital Management
California
$404K -$188K -11,075 -32%
HCM
311
Hollencrest Capital Management
California
$395K – – –
SCM
312
Stevens Capital Management
Pennsylvania
$394K -$1.39M -81,975 -78%
FRM
313
Fox Run Management
Connecticut
$394K +$184K +10,880 +88%
TSS
314
Two Sigma Securities
New York
$393K +$393K +23,180 New
Macquarie Group
315
Macquarie Group
Australia
$391K +$269K +15,900 +221%
Neuberger Berman Group
316
Neuberger Berman Group
New York
$383K -$399K -23,501 -51%
Wolverine Trading
317
Wolverine Trading
Illinois
$376K +$81.9K +4,809 +28%
VCA
318
Verdence Capital Advisors
Maryland
$372K -$6.04K -357 -2%
CFD
319
Creative Financial Designs
Indiana
$367K +$148K +9,391 +67%
CC
320
Centiva Capital
New York
$363K +$363K +21,458 New
VFA
321
Voya Financial Advisors
Connecticut
$361K +$7.45K +438 +2%
Capstone Investment Advisors
322
Capstone Investment Advisors
New York
$351K +$161K +9,513 +85%
WA
323
Wealthstar Advisors
Texas
$351K +$351K +20,800 New
CCM
324
Cadence Capital Management
Massachusetts
$350K +$9.6K +566 +3%
CIAS
325
Capital Investment Advisory Services
North Carolina
$350K +$49.1K +2,897 +16%
11 12
13
14 15