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Invesco
IVZ

Overview Fund Activity

448 hedge funds and large institutions have $3.4B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 176 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-51
Holders Change %
-10.22%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
157
Reduced
176
Closed
112
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M

Top Buyers

1
TFM
Trian Fund Management
New York
+$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$59.3M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$37M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$29M
5
PP
Prudential plc
United Kingdom
+$17.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$62.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.7M
3
Bank of America
Bank of America
North Carolina
-$27.2M
4
CAG
Csenge Advisory Group
Florida
-$24.3M
5
BlackRock
BlackRock
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
426
EARNEST Partners
Georgia
$2K – – –
RIA
427
RPG Investment Advisory
California
$2K +$2K +200 New
CFA
428
Carroll Financial Associates
North Carolina
$2K +$2K +245 New
BCWM
429
Bartlett & Co Wealth Management
Ohio
$1.75K – – –
LWM
430
Liberty Wealth Management
California
$1K -$7.21K -872 -88%
CI
431
CX Institutional
Indiana
$1K -$5.11K -240 -84%
SL
432
Savior LLC
Massachusetts
$1K – – –
TFGT
433
TS Financial Group (TSFG)
Illinois
$1K – – –
GC
434
Globeflex Capital
California
$1K – – –
DAM
435
Delta Asset Management
Tennessee
$1K – – –
WB
436
West Bancorporation
Iowa
$1K – – –
ST
437
Smithfield Trust
Pennsylvania
$1K +$1K +130 New
TI
438
tru Independence
Oregon
$15 -$5 -500 -26%
Federated Hermes
439
Federated Hermes
Pennsylvania
– -$62.7M -6,906,149 Closed
Squarepoint
440
Squarepoint
New York
– -$9.09M -1,001,225 Closed
CCM
441
Channing Capital Management
Illinois
– -$4.54M -499,402 Closed
FCI
442
Financial Counselors Inc
Kansas
– -$3.25M -358,298 Closed
FRAF
443
Första AP-fonden
Sweden
– -$2.54M -280,000 Closed
PA
444
Prism Advisors
California
– -$2.09M -229,715 Closed
Tudor Investment Corp
445
Tudor Investment Corp
Connecticut
– -$2.01M -221,794 Closed
GFPC
446
Global Financial Private Capital
Florida
– -$1.26M -138,111 Closed
CAG
447
Csenge Advisory Group
Florida
– -$24.3M -127,451 Closed
AGM
448
Alpine Global Management
New York
– -$1.08M -119,253 Closed
RT
449
Rockland Trust
Massachusetts
– -$1.06M -116,811 Closed
WAM
450
Wolverine Asset Management
Illinois
– -$896K -98,746 Closed
16 17
18
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