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

Top Sellers

1
State Street
1
State Street
Massachusetts
$406M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$37.5M
4
BlackRock
4
BlackRock
New York
$929M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$306K -$6.91K -286 -2%
FA
377
FDx Advisors
Illinois
$303K +$303K +12,560 New
PAS
378
Park Avenue Securities
New York
$300K +$300K +12,456 New
LI
379
LVZ Inc
Michigan
$299K +$7.63K +316 +3%
AAM
380
Advisors Asset Management
Colorado
$296K -$10.7K -442 -3%
HA
381
Harfst & Associates
Wyoming
$296K +$296K +12,290 New
FB
382
Fulton Bank
Pennsylvania
$291K +$291K +12,038 New
CB
383
Commerce Bank
Missouri
$287K -$7.76K -321 -3%
NB
384
Norinchukin Bank
Japan
$281K +$2.99K +124 +1%
S
385
SignatureFD
Georgia
$280K +$8.82K +366 +3%
JF
386
Jump Financial
Illinois
$278K +$278K +11,500 New
IA
387
IFP Advisors
Florida
$267K -$50.9K -2,105 -16%
Fayez Sarofim & Co
388
Fayez Sarofim & Co
Texas
$258K -$65.2K -2,700 -20%
SM
389
Sciencast Management
New Jersey
$257K -$993K -41,228 -79%
RIM
390
Redpoint Investment Management
Australia
$257K – – –
KeyBank National Association
391
KeyBank National Association
Ohio
$257K +$10.6K +441 +4%
IAMOG
392
Investors Asset Management of Georgia
Georgia
$256K +$14.7K +607 +6%
William Blair Investment Management
393
William Blair Investment Management
Illinois
$256K +$256K +10,622 New
P
394
Pitcairn
Pennsylvania
$255K -$8.91K -369 -3%
SFS
395
Sowell Financial Services
Arkansas
$255K +$255K +10,577 New
KFGK
396
Keystone Financial Group (Kentucky)
Kentucky
$254K -$14K -579 -5%
BAM
397
Belpointe Asset Management
Nevada
$253K -$772K -31,988 -75%
Parallax Volatility Advisers
398
Parallax Volatility Advisers
California
$253K +$253K +10,495 New
SCA
399
Snowden Capital Advisors
New York
$252K +$530 +22 +0.2%
TVAMP
400
Tennessee Valley Asset Management Partners
Tennessee
$252K -$31.3K -1,297 -11%
14 15
16
17 18