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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 %
NL
401
NVWM LLC
Pennsylvania
$60K +$60K +3,425 New
DCM
402
Dupont Capital Management
Delaware
$56K -$75K -4,302 -57%
RPWA
403
Regent Peak Wealth Advisors
Georgia
$56K +$56K +3,204 New
FCH
404
Freestone Capital Holdings
Washington
$55K +$10.5K +603 +24%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$52K +$17.3K +1,000 +50%
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$51K +$46.8K +2,664 +1,124%
PA
407
Parallel Advisors
California
$49K -$5.46K -311 -10%
SCM
408
Silvant Capital Management
Georgia
$46K – – –
TWA
409
TCI Wealth Advisors
Arizona
$46K +$492 +28 +1%
IA
410
IFP Advisors
Florida
$44K -$3.9K -234 -8%
FBT
411
First Bank & Trust
South Dakota
$44K -$2.38K -138 -5%
VCG
412
Vantage Consulting Group
Virginia
$44K +$44K +2,532 New
FCA
413
FinTrust Capital Advisors
South Carolina
$43K -$7.96K -455 -16%
HNB
414
Huntington National Bank
Ohio
$43K -$2.23K -129 -5%
GRP
415
Global Retirement Partners
California
$40K – – –
Capstone Investment Advisors
416
Capstone Investment Advisors
New York
$38K -$723K -41,548 -95%
SSB
417
Sandy Spring Bank
Maryland
$35K – – –
Jones Financial Companies
418
Jones Financial Companies
Missouri
$32K +$32K +1,854 New
CAAS
419
Capital Asset Advisory Services
Michigan
$31K +$31K +1,772 New
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$30K – – –
QCG
421
Quadrant Capital Group
Ohio
$30K +$905 +52 +3%
OCM
422
Orion Capital Management
California
$30K +$30K +1,700 New
ADL
423
Asset Dedication LLC
California
$29K -$1.59K -93 -5%
EI
424
Ellevest Inc
New York
$28K +$485 +28 +2%
AWG
425
Altus Wealth Group
Colorado
$27K +$27K +1,535 New
15 16
17
18 19