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

Top Sellers

1
State Street
State Street
Massachusetts
$406M
2
MSE
MUFG Securities EMEA
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$37.5M
4
BlackRock
BlackRock
New York
$929M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
401
Ford Financial Group
California
$250K +$457 +19 +0.2%
CI
402
Cigna Investments
Connecticut
$249K -$30.2K -1,250 -11%
SF
403
Synovus Financial
Georgia
$248K -$6.46K -267 -3%
GBT
404
Grove Bank & Trust
Florida
$247K – – –
OC
405
Oppenheimer & Co
New York
$246K +$724 +30 +0.3%
IC
406
IEQ Capital
California
$237K +$32K +1,327 +16%
Creative Planning
407
Creative Planning
Kansas
$237K +$237K +9,818 New
CIAS
408
Capital Investment Advisory Services
North Carolina
$236K +$96 +4 +0%
VIA
409
Vident Investment Advisory
Georgia
$235K +$235K +9,731 New
VPIM
410
Vanguard Personalized Indexing Management
California
$229K -$149K -6,193 -39%
IRF
411
IBM Retirement Fund
New York
$227K – – –
BCM
412
Bayesian Capital Management
New York
$224K -$284K -11,809 -56%
CAG
413
Csenge Advisory Group
Florida
$223K +$223K +9,087 New
Bessemer Group
414
Bessemer Group
New Jersey
$221K – – –
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$193K +8,006 +755%
Federated Hermes
416
Federated Hermes
Pennsylvania
$218K +$9.25K +383 +4%
Mackenzie Financial
417
Mackenzie Financial
Ontario, Canada
$218K +$21.5K +889 +11%
AIA
418
Affinity Investment Advisors
California
$218K +$218K +9,055 New
Wolverine Trading
419
Wolverine Trading
Illinois
$217K -$26.8K -1,088 -11%
CW
420
CreativeOne Wealth
Kansas
$213K +$213K +8,845 New
BC
421
Bridgefront Capital
Texas
$213K +$213K +8,849 New
KRSITF
422
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$212K -$25.2K -1,047 -11%
BDF
423
Balasa Dinverno & Foltz
$211K -$24.1K -998 -10%
MG
424
Meritage Group
California
$209K +$209K +8,685 New
DT
425
Diversified Trust
Tennessee
$202K -$19.1K -792 -9%
15 16
17
18 19