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Invesco
IVZ

Overview Fund Activity

454 hedge funds and large institutions have $3.75B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
9.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
59
Increased
147
Reduced
181
Closed
52
Calls
$26.3M
Puts
$26.5M
Net Calls
-$182K
Net Calls Change
+$1.15M

Top Buyers

1
TFM
Trian Fund Management
New York
+$168M
2
Nomura Holdings
Nomura Holdings
Japan
+$104M
3
PP
Prudential plc
United Kingdom
+$16M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$14.8M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$10.8M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$30.8M
3
BlackRock
BlackRock
New York
-$20M
4
Fidelity International
Fidelity International
Bermuda
-$18.4M
5
KBC Group
KBC Group
Belgium
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
426
Founders Financial Alliance
North Carolina
$3K +$3K +268 New
HS
427
Horan Securities
United States
$3K +$3K +279 New
CHAM
428
Clear Harbor Asset Management
Connecticut
$2.28K +$2.28K +200 New
CFA
429
Carroll Financial Associates
North Carolina
$2K – – –
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
BC
431
Bartlett & Co
Ohio
$2K – – –
EARNEST Partners
432
EARNEST Partners
Georgia
$2K – – –
WAS
433
Winch Advisory Services
Wisconsin
$2K +$2K +152 New
CFB
434
Cullen/Frost Bankers
Texas
$2K +$1.8K +163 +906%
PFWA
435
Paces Ferry Wealth Advisors
Georgia
$2K +$2K +187 New
BCWM
436
Bartlett & Co Wealth Management
Ohio
$1.86K – – –
Millennium Management
437
Millennium Management
New York
$1.09K +$712 +62,410 +189%
TAIM
438
TD Ameritrade Investment Management
Nebraska
$1K -$348K -43,800 -100%
MRCM
439
M&R Capital Management
New Jersey
$1K -$4.35K -700 -81%
GC
440
Globeflex Capital
California
$1K – – –
DAM
441
Delta Asset Management
Tennessee
$1K – – –
SL
442
Savior LLC
Massachusetts
$1K – – –
WB
443
West Bancorporation
Iowa
$1K – – –
LWM
444
Liberty Wealth Management
California
$1K +$8 +1 +0.8%
PFS
445
Prospera Financial Services
Texas
$1K +$1K +86 New
FCA
446
FinTrust Capital Advisors
South Carolina
$33 +$24 +2,089 +253%
ACL
447
Azora Capital LP
Florida
– -$7.59M -705,733 Closed
VRS
448
Virginia Retirement Systems
Virginia
– -$7.25M -673,500 Closed
Marshall Wace
449
Marshall Wace
United Kingdom
– -$3.45M -320,282 Closed
ZCM
450
Ziegler Capital Management
Illinois
– -$2.25M -209,193 Closed
16 17
18
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