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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 %
JWA
426
JFS Wealth Advisors
Pennsylvania
$26K – – –
PWPS
427
Pinnacle Wealth Planning Services
Ohio
$26K +$26K +1,518 New
MF
428
Manchester Financial
California
$25K +$16K +910 +179%
TPWA
429
TRUE Private Wealth Advisors
Oregon
$24K – – –
PFA
430
Professional Financial Advisors
Nebraska
$23K – – –
APA
431
American Portfolios Advisors
New York
$22.4K +$2.46K +141 +12%
ONST
432
Old North State Trust
North Carolina
$22K -$18.6K -1,057 -46%
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$5.24K +300 +31%
CIR
434
Clear Investment Research
Georgia
$21K – – –
PWM
435
Perigon Wealth Management
California
$21K +$21K +1,183 New
SIS
436
Sound Income Strategies
Florida
$20K +$53 +3 +0.3%
Loomis, Sayles & Company
437
Loomis, Sayles & Company
Massachusetts
$20K +$20K +1,132 New
VRM
438
Vectors Research Management
New York
$19K – – –
VFA
439
Valeo Financial Advisors
Indiana
$18K -$9.54K -533 -35%
GCM
440
Gables Capital Management
Florida
$18K – – –
SWM
441
Sugarloaf Wealth Management
Georgia
$17K -$2.68K -153 -14%
CFGS
442
Concourse Financial Group Securities
Alabama
$17K -$1.76K -100 -9%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$17K – – –
AF
444
Advisornet Financial
Minnesota
$16K – – –
CL
445
COWA LLC
Oklahoma
$16K +$16K +806 New
WT
446
Whittier Trust
California
$15K -$674 -39 -4%
H
447
Hexavest
Quebec, Canada
$15K – – –
OC
448
Oakworth Capital
Alabama
$15K – – –
RCA
449
Ranch Capital Advisors
Florida
$15K +$8.33K +500 +125%
CB
450
CNB Bank
Pennsylvania
$14K -$4.37K -256 -24%
16 17
18
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