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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 %
PCG
351
Private Capital Group
Connecticut
$64K +$31.3K +2,934 +96%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$57K -$179K -16,572 -76%
CM
353
Caption Management
Oklahoma
$54K +$54K +5,000 New
FBT
354
First Bank & Trust
South Dakota
$49K -$250K -23,392 -84%
QI
355
QS Investors
New York
$43K -$1.42M -130,000 -97%
BCA
356
Berman Capital Advisors
Georgia
$41K +$7.92K +758 +24%
AWA
357
Arkadios Wealth Advisors
Georgia
$35.9K +$33.8K +3,226 +1,613%
PA
358
Parallel Advisors
California
$34K -$21.2K -2,016 -38%
AF
359
Advisornet Financial
Minnesota
$33K +$6.82K +625 +26%
Daiwa Securities Group
360
Daiwa Securities Group
Japan
$32K – – –
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$32K +$32K +2,935 New
PI
362
PineBridge Investments
New York
$30K -$11.2K -1,035 -27%
RIM
363
Rampart Investment Management
Connecticut
$30K -$2.43K -225 -7%
OPS
364
Orion Portfolio Solutions
Nebraska
$30K +$7.34K +688 +32%
SCM
365
Silvant Capital Management
Georgia
$29K – – –
IA
366
IFP Advisors
Florida
$28K -$11K -1,104 -28%
FHA
367
Flagship Harbor Advisors
Massachusetts
$27K -$18.5K -1,782 -41%
SPIA
368
Steward Partners Investment Advisory
New York
$25K -$1.15K -109 -4%
EI
369
Ellevest Inc
New York
$25K +$19K +1,738 +319%
HNB
370
Huntington National Bank
Ohio
$24K -$26.4K -2,440 -52%
OIA
371
Optimum Investment Advisors
Illinois
$24K +$6.55K +600 +38%
GRP
372
Global Retirement Partners
California
$24K +$9.7K +919 +68%
VFA
373
Valeo Financial Advisors
Indiana
$22K -$1.73K -163 -7%
SSB
374
Sandy Spring Bank
Maryland
$22K +$22K +2,000 New
TWA
375
TCI Wealth Advisors
Arizona
$22K +$21.5K +2,022 +4,302%
13 14
15
16 17