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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
351
Ladenburg Thalmann Financial Services
Florida
$528K +$77.3K +3,375 +17%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$522K -$279K -12,216 -35%
YMRC
353
Yorktown Management & Research Company
Virginia
$522K – – –
Mirae Asset Global Investments
354
Mirae Asset Global Investments
South Korea
$509K +$220K +9,650 +76%
II
355
IFM Investors
Australia
$506K +$80.7K +3,528 +19%
SC
356
SRB Corp
Massachusetts
$502K +$81.5K +3,561 +19%
Verition Fund Management
357
Verition Fund Management
Connecticut
$498K +$498K +21,752 New
RWA
358
Ropes Wealth Advisors
Massachusetts
$479K +$8.02K +350 +2%
William Blair & Company
359
William Blair & Company
Illinois
$468K -$1.45M -63,122 -76%
PCM
360
Penserra Capital Management
California
$464K -$1.43M -62,703 -76%
FA
361
FDx Advisors
Illinois
$453K -$370K -16,189 -45%
Public Sector Pension Investment Board (PSP Investments)
362
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$442K -$77.8K -3,400 -15%
II
363
Inspire Investing
Idaho
$434K +$118K +5,157 +37%
GIA
364
Gateway Investment Advisers
Ohio
$432K -$8.43K -368 -2%
FAAS
365
First Allied Advisory Services
California
$431K +$156K +6,846 +57%
Twin Tree Management
366
Twin Tree Management
Texas
$431K +$407K +17,810 +1,711%
FBT
367
First Bank & Trust
South Dakota
$429K +$416K +17,321 +3,312%
AWM
368
AE Wealth Management
Kansas
$421K +$421K +18,386 New
KRS
369
Kentucky Retirement Systems
Kentucky
$400K +$1.28K +56 +0.3%
LS
370
Livforsakringsbolaget Skandia
Sweden
$388K -$57.2K -2,500 -13%
ZB
371
Zions Bancorporation
Utah
$380K +$193K +8,444 +104%
LMGAM
372
Liberty Mutual Group Asset Management
Massachusetts
$376K – – –
CANY
373
Caxton Associates (New York)
New York
$376K +$376K +16,438 New
GWM
374
Geneos Wealth Management
Colorado
$375K +$23.9K +1,045 +7%
VCA
375
Verdence Capital Advisors
Maryland
$374K +$201K +8,794 +117%
13 14
15
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