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Invesco
IVZ

Overview Fund Activity

505 hedge funds and large institutions have $5.43B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
109
Increased
147
Reduced
184
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
Millennium Management
Millennium Management
New York
$47.4M
3
MSE
MUFG Securities EMEA
United Kingdom
$30M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.1M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$217M
2
Nomura Holdings
Nomura Holdings
Japan
$68.6M
3
PP
Prudential plc
United Kingdom
$83.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
5
Vanguard Group
Vanguard Group
Pennsylvania
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$389K -$904K -51,894 -70%
BC
302
Bridgefront Capital
Texas
$388K +$388K +22,250 New
QT
303
Quantbot Technologies
New York
$382K -$793K -45,595 -67%
ALAM
304
Asahi Life Asset Management
Japan
$380K +$148K +8,530 +64%
SIM
305
Sentry Investment Management
Wisconsin
$374K – – –
LSV Asset Management
306
LSV Asset Management
Illinois
$374K – – –
MWNA
307
Marshall Wace North America
New York
$374K +$141K +8,074 +60%
CIM
308
Contravisory Investment Management
Massachusetts
$363K +$363K +20,812 New
GSWM
309
Golden State Wealth Management
California
$361K +$361K +20,699 New
AA
310
AlphaCentric Advisors
Puerto Rico
$357K -$24.2K -1,385 -6%
WAM
311
World Asset Management
Michigan
$356K -$49.9K -2,863 -12%
WA
312
Winfield Associates
Ohio
$347K -$435 -25 -0.1%
Twin Tree Management
313
Twin Tree Management
Texas
$330K -$544K -31,177 -62%
Mackenzie Financial
314
Mackenzie Financial
Ontario, Canada
$323K -$2.84K -163 -0.9%
NCM
315
Novare Capital Management
North Carolina
$322K – – –
Nordea Investment Management
316
Nordea Investment Management
Sweden
$315K – – –
TNB
317
TCF National Bank
South Dakota
$315K +$1.01K +58 +0.3%
AOWM
318
Alpha Omega Wealth Management
Virginia
$304K -$86.2K -4,953 -22%
DIS
319
Diversified Investment Strategies
Louisiana
$302K -$9.35K -510 -3%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$301K – – –
RIA
321
Realta Investment Advisors
Delaware
$300K -$14.1K -807 -4%
CAM
322
Carret Asset Management
New York
$295K -$11.3K -650 -4%
M&T Bank
323
M&T Bank
New York
$295K +$4.78K +274 +2%
NHC
324
Nicholas Hoffman & Company
Georgia
$291K -$15.7K -900 -5%
Thrivent Financial for Lutherans
325
Thrivent Financial for Lutherans
Minnesota
$288K -$11.1K -638 -4%
11 12
13
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