IVZ icon

Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
351
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$727K -$2.12M -66,300 -74%
MC
352
Middleton & Co
Massachusetts
$708K – – –
LIA
353
LS Investment Advisors
Michigan
$704K +$44.6K +1,394 +7%
VCM
354
Virtue Capital Management
Tennessee
$685K +$23.7K +763 +4%
KRS
355
Kentucky Retirement Systems
Kentucky
$680K -$123K -3,855 -15%
IA
356
IFP Advisors
Florida
$680K – – –
O
357
OppenheimerFunds
New York
$677K -$136K -4,239 -17%
GIA
358
Gateway Investment Advisers
Ohio
$675K -$27K -844 -4%
DADC
359
D.A. Davidson & Co
Montana
$670K +$55.2K +1,724 +9%
SCM
360
Stonebridge Capital Management
California
$670K +$105K +3,425 +18%
RWA
361
Ropes Wealth Advisors
Massachusetts
$658K +$7.84K +245 +1%
AT
362
Argent Trust
Texas
$655K +$78.2K +2,444 +14%
GHCM
363
Glen Harbor Capital Management
California
$638K +$40.3K +1,260 +7%
PAG
364
Private Advisor Group
New Jersey
$632K +$278K +8,686 +79%
LTFS
365
Ladenburg Thalmann Financial Services
Florida
$628K +$160K +5,027 +34%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$628K +$189K +5,905 +43%
LS
367
Livforsakringsbolaget Skandia
Sweden
$623K – – –
MYAM
368
Meiji Yasuda Asset Management
Japan
$622K +$7.68K +240 +1%
WI
369
WBI Investments
New Jersey
$598K -$2.21M -69,041 -79%
WA
370
Winfield Associates
Ohio
$582K +$25.6K +800 +5%
ECM
371
ETrade Capital Management
Virginia
$581K +$135K +4,207 +30%
FM
372
Forward Management
California
$575K -$272K -8,502 -32%
Holocene Advisors
373
Holocene Advisors
New York
$574K -$167K -5,222 -23%
OI
374
Oakbrook Investments
Illinois
$560K -$398K -12,420 -42%
ANRIA
375
American National Registered Investment Advisor
Texas
$559K -$8.81K -275 -2%
13 14
15
16 17