IVZ icon

Invesco
IVZ

Overview Fund Activity

448 hedge funds and large institutions have $3.4B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 176 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-51
Holders Change %
-10.22%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
157
Reduced
176
Closed
112
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M

Top Buyers

1
TFM
Trian Fund Management
New York
+$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$59.3M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$37M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$29M
5
PP
Prudential plc
United Kingdom
+$17.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$62.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.7M
3
Bank of America
Bank of America
North Carolina
-$27.2M
4
CAG
Csenge Advisory Group
Florida
-$24.3M
5
BlackRock
BlackRock
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
301
Meridian Wealth Advisors
Texas
$171K – – –
QIM
302
Quantitative Investment Management
Virginia
$170K +$170K +15,848 New
UA
303
Unison Advisors
District of Columbia
$169K +$6.43K +598 +4%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$166K – – –
KFGK
305
Keystone Financial Group (Kentucky)
Kentucky
$165K +$8.47K +789 +5%
KeyBank National Association
306
KeyBank National Association
Ohio
$165K +$27.3K +2,542 +20%
ECM
307
Everence Capital Management
Indiana
$163K – – –
X
308
Xponance
Pennsylvania
$163K +$163K +15,178 New
CG
309
Caprock Group
Idaho
$159K +$159K +14,767 New
SCA
310
Snowden Capital Advisors
New York
$155K +$155K +14,410 New
SCM
311
Sterneck Capital Management
Missouri
$151K +$6.61K +612 +5%
US Bancorp
312
US Bancorp
Minnesota
$150K -$159K -14,762 -51%
ARTA
313
A.R.T. Advisors
New York
$150K +$150K +13,986 New
Wolverine Trading
314
Wolverine Trading
Illinois
$148K -$608K -58,590 -80%
DWT
315
Dorsey & Whitney Trust
South Dakota
$148K +$148K +13,833 New
NHC
316
Nicholas Hoffman & Company
Georgia
$147K +$147K +13,632 New
Fayez Sarofim & Co
317
Fayez Sarofim & Co
Texas
$144K – – –
BIC
318
Beach Investment Counsel
Pennsylvania
$143K -$78K -7,250 -35%
PT
319
Plimoth Trust
Massachusetts
$139K -$296K -27,634 -68%
MIS
320
Morningstar Investment Services
Illinois
$138K -$11.8K -1,130 -8%
SC
321
Savant Capital
Illinois
$133K +$133K +12,342 New
FFG
322
Ford Financial Group
California
$132K +$473 +44 +0.4%
SFS
323
Sowell Financial Services
Arkansas
$130K -$121K -11,202 -48%
CI
324
Cigna Investments
Connecticut
$130K +$16.1K +1,500 +14%
CIA
325
CSat Investment Advisory
Michigan
$130K +$90.3K +8,342 +228%
11 12
13
14 15