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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 %
MIS
326
Morningstar Investment Services
Illinois
$388K -$48.3K -2,502 -11%
AP
327
Advisor Partners
California
$379K +$3.54K +183 +0.9%
RIL
328
Rothschild Investment LLC
Illinois
$372K – – –
FRM
329
Fox Run Management
Connecticut
$364K +$364K +18,828 New
HCM
330
Hollencrest Capital Management
California
$363K +$363K +18,800 New
CWM
331
Cornerstone Wealth Management
Missouri
$360K +$360K +4,285 New
Mariner
332
Mariner
Kansas
$358K -$307K -15,876 -46%
MC
333
Machina Capital
France
$352K +$352K +18,233 New
TC
334
Truvestments Capital
Florida
$351K +$351K +18,171 New
FBT
335
First Bank & Trust
South Dakota
$350K +$29.2K +1,514 +9%
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$347K +$39 +2 +0%
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$343K +$74.5K +3,858 +28%
CHAM
338
Clear Harbor Asset Management
Connecticut
$338K -$321K -16,637 -49%
ZB
339
Zions Bancorporation
Utah
$338K +$152K +7,898 +82%
KRS
340
Kentucky Retirement Systems
Kentucky
$335K -$10.3K -532 -3%
MME
341
Meag Munich Ergo
Germany
$334K -$1.28M -66,085 -79%
FNC
342
First National Corp
Massachusetts
$332K +$332K +1,849 New
Man Group
343
Man Group
United Kingdom
$331K -$3.36M -173,845 -91%
TRCT
344
Tower Research Capital (TRC)
New York
$326K +$172K +8,900 +112%
VCA
345
Verdence Capital Advisors
Maryland
$324K +$324K +16,777 New
RWA
346
Ropes Wealth Advisors
Massachusetts
$321K -$25.6K -1,325 -7%
Twin Tree Management
347
Twin Tree Management
Texas
$320K +$92.4K +4,787 +41%
GIA
348
Gateway Investment Advisers
Ohio
$319K -$11.2K -581 -3%
PCMC
349
Paragon Capital Management (Colorado)
Colorado
$315K -$2.82K -146 -0.9%
CIAS
350
Capital Investment Advisory Services
North Carolina
$310K +$38.3K +1,981 +14%
12 13
14
15 16