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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
426
Amica Retiree Medical Trust
Rhode Island
$212K – – –
GCA
427
Gideon Capital Advisors
New York
$211K +$211K +9,235 New
PFS
428
Prospera Financial Services
Texas
$210K -$108K -4,661 -34%
Qube Research & Technologies (QRT)
429
Qube Research & Technologies (QRT)
United Kingdom
$208K +$105K +4,583 +102%
PA
430
Profund Advisors
Maryland
$205K +$7.06K +308 +4%
V
431
Veritable
Delaware
$202K -$114K -4,995 -36%
APA
432
American Portfolios Advisors
New York
$186K -$38.3K -1,676 -17%
AIP
433
Ameritas Investment Partners
Nebraska
$177K – – –
LNB
434
Ledyard National Bank
$176K +$5.25K +230 +3%
CFD
435
Creative Financial Designs
Indiana
$173K +$173K +7,575 New
FIB
436
First Interstate Bank
Montana
$172K +$68.8K +3,000 +67%
PCG
437
Private Capital Group
Connecticut
$164K +$2.04K +89 +1%
TRCT
438
Tower Research Capital (TRC)
New York
$163K -$546K -23,838 -77%
IA
439
IFP Advisors
Florida
$162K +$32.9K +1,438 +25%
Bessemer Group
440
Bessemer Group
New Jersey
$154K +$936 +41 +0.6%
MFBTD
441
MB Financial Bank - Trust Department
Illinois
$137K – – –
MIFH
442
Migdal Insurance & Financial Holdings
Israel
$130K +$58K +2,539 +81%
QI
443
QS Investors
New York
$121K – – –
DCM
444
Dupont Capital Management
Delaware
$120K – – –
DSC
445
Duncker Streett & Co
Missouri
$109K +$14.2K +624 +15%
Capstone Investment Advisors
446
Capstone Investment Advisors
New York
$105K +$105K +4,602 New
FHA
447
Flagship Harbor Advisors
Massachusetts
$102K +$45.9K +1,998 +82%
SLF
448
Sun Life Financial
Ontario, Canada
$95K – – –
RIM
449
Rampart Investment Management
Connecticut
$94.4K +$21.6K +4,920 +30%
NIMI
450
Natixis Investment Managers International
France
$90K +$40.4K +1,775 +81%
16 17
18
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