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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 %
CB
376
CNB Bank
Pennsylvania
$21K -$324K -29,588 -94%
QCG
377
Quadrant Capital Group
Ohio
$20K -$81.9K -7,702 -80%
ADL
378
Asset Dedication LLC
California
$19K – – –
APA
379
American Portfolios Advisors
New York
$19K +$5.98K +556 +46%
EFSCE
380
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$641 +60 +4%
DSC
381
Duncker Streett & Co
Missouri
$16K -$23.1K -2,127 -59%
JWA
382
JFS Wealth Advisors
Pennsylvania
$16K +$2.13K +200 +15%
TPWA
383
TRUE Private Wealth Advisors
Oregon
$15K – – –
CAPTRUST Financial Advisors
384
CAPTRUST Financial Advisors
North Carolina
$15K +$15K +1,475 New
H
385
Hexavest
Quebec, Canada
$14K +$14K +1,277 New
WT
386
Whittier Trust
California
$13K -$1.61K -160 -11%
CIR
387
Clear Investment Research
Georgia
$13K – – –
First Manhattan
388
First Manhattan
New York
$13K – – –
PFGIA
389
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$10.2K +960 +361%
SIS
390
Sound Income Strategies
Florida
$12K +$3.47K +326 +41%
SIA
391
SeaBridge Investment Advisors
New Jersey
$11K – – –
CFGS
392
Concourse Financial Group Securities
Alabama
$11K +$1.03K +100 +10%
BL
393
Balentine LLC
Georgia
$11K +$10.3K +970 +1,492%
CG
394
Cutler Group
California
$10K -$1K -100 -9%
OC
395
Oakworth Capital
Alabama
$10K -$1K -89 -9%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$10K +$946 +91 +10%
FCA
397
FinTrust Capital Advisors
South Carolina
$9K -$13.4K -1,225 -60%
MRCM
398
M&R Capital Management
New Jersey
$9K -$993 -95 -10%
PG
399
Proffitt & Goodson
Tennessee
$8K – – –
AIM
400
Anchor Investment Management
South Carolina
$7.53K -$13.6K -1,265 -64%
14 15
16
17 18