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Invesco
IVZ

Overview Fund Activity

454 hedge funds and large institutions have $3.75B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
9.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
59
Increased
147
Reduced
181
Closed
52
Calls
$26.3M
Puts
$26.5M
Net Calls
-$182K
Net Calls Change
+$1.15M

Top Buyers

1
TFM
Trian Fund Management
New York
+$168M
2
Nomura Holdings
Nomura Holdings
Japan
+$104M
3
PP
Prudential plc
United Kingdom
+$16M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$14.8M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$10.8M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$30.8M
3
BlackRock
BlackRock
New York
-$20M
4
Fidelity International
Fidelity International
Bermuda
-$18.4M
5
KBC Group
KBC Group
Belgium
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
376
Old North State Trust
North Carolina
$26K +$26K +2,307 New
OIA
377
Optimum Investment Advisors
Illinois
$25K – – –
SSB
378
Sandy Spring Bank
Maryland
$23K – – –
CAPTRUST Financial Advisors
379
CAPTRUST Financial Advisors
North Carolina
$23K +$6.05K +527 +36%
ADL
380
Asset Dedication LLC
California
$20K +$1.04K +93 +5%
QCG
381
Quadrant Capital Group
Ohio
$19K -$2.36K -208 -11%
EFSCE
382
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
EI
383
Ellevest Inc
New York
$18K -$7.87K -694 -30%
VFA
384
Valeo Financial Advisors
Indiana
$18K -$6.29K -538 -26%
JWA
385
JFS Wealth Advisors
Pennsylvania
$17K – – –
PFA
386
Professional Financial Advisors
Nebraska
$17K +$17K +1,331 New
SIAS
387
Shine Investment Advisory Services
Colorado
$17K +$17K +1,474 New
CCM
388
Chiron Capital Management
Florida
$17K +$17K +1,500 New
TPWA
389
TRUE Private Wealth Advisors
Oregon
$16K – – –
SPIA
390
Steward Partners Investment Advisory
New York
$15K -$11.3K -1,015 -43%
CIR
391
Clear Investment Research
Georgia
$14K – – –
APA
392
American Portfolios Advisors
New York
$13.1K -$7.03K -616 -35%
SIS
393
Sound Income Strategies
Florida
$13K +$46 +4 +0.4%
SWM
394
Sugarloaf Wealth Management
Georgia
$13K +$13K +1,123 New
CB
395
CNB Bank
Pennsylvania
$12K -$9.36K -839 -44%
CFGS
396
Concourse Financial Group Securities
Alabama
$12K – – –
VRM
397
Vectors Research Management
New York
$12K +$5.47K +485 +84%
GCM
398
Gables Capital Management
Florida
$12K +$12K +1,037 New
WT
399
Whittier Trust
California
$11K -$4.65K -383 -30%
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$3.05K -266 -22%
14 15
16
17 18