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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$128M
2
Renaissance Technologies
Renaissance Technologies
New York
+$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$41.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$40.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$37.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$196M
2
HCM
Highfields Capital Management
Massachusetts
-$116M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$48.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$36.5M
5
GC
Guggenheim Capital
Illinois
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRIA
376
American National Registered Investment Advisor
Texas
$463K – – –
RIM
377
Rampart Investment Management
Connecticut
$441K -$176K -6,641 -29%
VFA
378
Valeo Financial Advisors
Indiana
$440K +$162K +6,536 +58%
LMGAM
379
Liberty Mutual Group Asset Management
Massachusetts
$436K +$5.39K +203 +1%
LCM
380
Laurion Capital Management
New York
$419K -$41.7K -1,570 -9%
FWCM
381
Ferguson Wellman Capital Management
Oregon
$411K -$37.1K -1,395 -8%
MYLI
382
Meiji Yasuda Life Insurance
Japan
$411K +$24.1K +910 +6%
TSS
383
Two Sigma Securities
New York
$410K -$627K -23,638 -60%
GWM
384
Geneos Wealth Management
Colorado
$408K -$159 -6 -0%
MNBTD
385
Moody National Bank Trust Division
Texas
$405K – – –
Daiwa Securities Group
386
Daiwa Securities Group
Japan
$379K +$15.9K +600 +4%
BTNA
387
Bremer Trust National Association
Minnesota
$376K -$548K -20,653 -59%
SJIM
388
St. Johns Investment Management
Florida
$375K -$37.4K -1,406 -9%
BC
389
Banced Corp
Illinois
$369K +$48.1K +1,812 +15%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$368K +$164K +6,155 +80%
V
391
Veritable
Delaware
$367K -$56.9K -2,143 -13%
II
392
Inspire Investing
Idaho
$367K +$61.6K +2,320 +20%
CI
393
Conning Inc
Connecticut
$364K -$13K -489 -3%
PFS
394
Prospera Financial Services
Texas
$363K -$3.9K -147 -1%
Fayez Sarofim & Co
395
Fayez Sarofim & Co
Texas
$356K -$5.42K -204 -2%
RIL
396
Rothschild Investment LLC
Illinois
$355K +$355K +13,380 New
JG
397
Jefferies Group
New York
$353K -$61.1K -2,303 -15%
HNB
398
Huntington National Bank
Ohio
$353K -$14K -529 -4%
PWMAG
399
Pinnacle Wealth Management Advisory Group
New Jersey
$349K +$126K +4,747 +57%
GIA
400
Gargoyle Investment Advisor
New Jersey
$347K – – –
14 15
16
17 18