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Invesco
IVZ

Overview Fund Activity

505 hedge funds and large institutions have $5.43B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
109
Increased
147
Reduced
184
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
Millennium Management
Millennium Management
New York
$47.4M
3
MSE
MUFG Securities EMEA
United Kingdom
$30M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.1M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$217M
2
Nomura Holdings
Nomura Holdings
Japan
$68.6M
3
PP
Prudential plc
United Kingdom
$83.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
5
Vanguard Group
Vanguard Group
Pennsylvania
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
376
Grove Bank & Trust
Florida
$179K -$105 -6 -0.1%
SCA
377
Snowden Capital Advisors
New York
$177K +$610 +35 +0.3%
Acadian Asset Management
378
Acadian Asset Management
Massachusetts
$175K -$4.28M -246,439 -96%
Squarepoint
379
Squarepoint
New York
$175K +$175K +10,035 New
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$166K – – –
BCV
381
Banque Cantonale Vaudoise
Switzerland
$166K – – –
GWM
382
Geneos Wealth Management
Colorado
$160K +$14.5K +736 +10%
CFA
383
Carroll Financial Associates
North Carolina
$157K +$153K +8,804 +3,593%
TPCW
384
TD Private Client Wealth
New York
$150K +$15.1K +869 +11%
Bessemer Group
385
Bessemer Group
New Jersey
$146K +$6.08K +348 +4%
ICOM
386
Investment Counselors of Maryland
Maryland
$143K – – –
VI
387
Vestcor Inc
New Brunswick, Canada
$129K -$9.26K -531 -7%
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$129K -$1.24K -71 -1%
MAM
389
Meeder Asset Management
Ohio
$121K -$556K -31,805 -82%
FMLI
390
Fukoku Mutual Life Insurance
Japan
$119K – – –
NFG
391
Next Financial Group
Texas
$119K +$119K +6,832 New
PHK
392
Point72 Hong Kong
Hong Kong
$112K +$904 +52 +0.8%
Rockefeller Capital Management
393
Rockefeller Capital Management
New York
$111K +$69 +4 +0.1%
AIP
394
Ameritas Investment Partners
Nebraska
$107K – – –
BCA
395
Berman Capital Advisors
Georgia
$94K +$5.66K +325 +6%
LIM
396
Longfellow Investment Management
Massachusetts
$89K +$89K +5,088 New
CIA
397
CSat Investment Advisory
Michigan
$85K -$119K -6,807 -58%
Federated Hermes
398
Federated Hermes
Pennsylvania
$85K +$20.9K +1,208 +33%
NICM
399
Neo Ivy Capital Management
New York
$74K +$74K +4,253 New
PCG
400
Private Capital Group
Connecticut
$60K -$13.4K -762 -18%
14 15
16
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