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Invesco
IVZ

Overview Fund Activity

549 hedge funds and large institutions have $7.21B invested in Invesco in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-3
Holders Change %
-0.54%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
62
Increased
191
Reduced
214
Closed
56
Calls
$55.4M
Puts
$39.9M
Net Calls
+$15.5M
Net Calls Change
-$1.1M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$152M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$48.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
$33.1M
4
Bank of America
Bank of America
North Carolina
$79.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$32.9M

Top Sellers

1
State Street
State Street
Massachusetts
$406M
2
MSE
MUFG Securities EMEA
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$37.5M
4
BlackRock
BlackRock
New York
$929M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
351
Dorsey & Whitney Trust
South Dakota
$398K – – –
UA
352
Unison Advisors
District of Columbia
$397K +$2.51K +104 +0.6%
SSG
353
Summit Securities Group
New York
$395K -$1.35M -56,235 -77%
FMBTD
354
First Midwest Bank Trust Division
Illinois
$395K +$2.77K +115 +0.7%
MML Investors Services
355
MML Investors Services
Massachusetts
$395K +$32.2K +1,337 +9%
BIAS
356
Beacon Investment Advisory Services
New Jersey
$388K +$8.56K +355 +2%
VWA
357
Visionary Wealth Advisors
Illinois
$388K +$388K +16,100 New
MWA
358
Meridian Wealth Advisors
Texas
$383K – – –
PWM
359
Purus Wealth Management
California
$379K +$2.51K +104 +0.7%
AIM
360
ARGA Investment Management
Connecticut
$371K – – –
WMA
361
Wealth Management Associates
New Jersey
$370K – – –
PFO
362
Pathstone Family Office
New Jersey
$366K +$12.7K +528 +4%
CAM
363
Carret Asset Management
New York
$365K – – –
M&T Bank
364
M&T Bank
New York
$361K +$1.06K +44 +0.3%
SPC
365
Sigma Planning Corp
Michigan
$357K -$178K -7,396 -33%
JIC
366
Johnson Investment Counsel
Ohio
$357K -$13.9K -578 -4%
FAIM
367
Financial Advocates Investment Management
Washington
$351K -$65.4K -2,707 -16%
BPA
368
Beacon Pointe Advisors
California
$351K +$130K +5,390 +59%
NCM
369
Novare Capital Management
North Carolina
$350K -$96.6K -4,000 -22%
CFG
370
Cooper Financial Group
California
$349K +$5.7K +236 +2%
SC
371
Savant Capital
Illinois
$344K +$28.2K +1,170 +9%
MIS
372
Morningstar Investment Services
Illinois
$330K +$60.5K +2,458 +22%
WAM
373
World Asset Management
Michigan
$319K -$56.3K -2,339 -15%
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$311K +$13K +539 +4%
MYAM
375
Meiji Yasuda Asset Management
Japan
$307K +$307K +12,750 New
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15
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