IVZ icon

Invesco
IVZ

Overview Fund Activity

565 hedge funds and large institutions have $11.5B invested in Invesco in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+24
Holders Change %
+4.44%
% of All Funds
14.11%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
72
Increased
201
Reduced
209
Closed
44
Calls
$65.9M
Puts
$14.4M
Net Calls
+$51.6M
Net Calls Change
-$2.07M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$172M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
KP
4
Kiltearn Partners
United Kingdom
$203M
5
UBS Group
5
UBS Group
Switzerland
$700M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$50.6M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$13.3M
3
Ameriprise
3
Ameriprise
Minnesota
$148M
4
Goldman Sachs
4
Goldman Sachs
New York
$138M
5
CS
5
Credit Suisse
Switzerland
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
451
Fox Run Management
Connecticut
$246K -$176K -5,000 -42%
MYAM
452
Meiji Yasuda Asset Management
Japan
$228K +$228K +6,474 New
CSIC
453
Clifford Swan Investment Counsel
California
$228K +$228K +6,485 New
GXMC
454
Global X Management Company
New York
$225K +$28.7K +815 +15%
UCFA
455
United Capital Financial Advisors
Texas
$225K +$225K +6,385 New
LOAME
456
Lombard Odier Asset Management (Europe)
United Kingdom
$223K +$223K +6,326 New
WAM
457
Wealthspire Advisors (Maryland)
Maryland
$219K -$90K -2,558 -29%
BCM
458
Bluefin Capital Management
New York
$216K +$216K +6,129 New
Jennison Associates
459
Jennison Associates
New York
$215K -$901K -25,565 -81%
DSC
460
Duncker Streett & Co
Missouri
$215K +$1.86K +53 +0.9%
FCI
461
Financial Counselors Inc
Kansas
$215K +$215K +6,114 New
VIA
462
Virtus Investment Advisers
Connecticut
$214K -$96.5K -2,744 -31%
MFBTD
463
MB Financial Bank - Trust Department
Illinois
$211K +$106K +3,000 +100%
Lido Advisors
464
Lido Advisors
California
$211K +$211K +6,000 New
IRF
465
IBM Retirement Fund
New York
$210K +$210K +5,963 New
CIP
466
Cornerstone Investment Partners
Georgia
$206K +$206K +5,843 New
CWM
467
Cornerstone Wealth Management
Missouri
$203K +$203K +5,600 New
GC
468
Gilbert & Cook
Iowa
$203K +$203K +5,780 New
SC
469
SRB Corp
Massachusetts
$202K +$12.4K +352 +7%
ACM
470
Americafirst Capital Management
California
$193K -$23.4K -663 -11%
ADGIPS2
471
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$193K +$193K +5,476 New
CMBA
472
C.M. Bidwell & Associates
Hawaii
$185K +$185K +5,245 New
RIM
473
Rampart Investment Management
Connecticut
$165K +$125K +3,557 +315%
FDCDDQ
474
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K -$28.2K -800 -15%
NAMA
475
Nikko Asset Management Americas
New York
$137K – – –
17 18
19
20 21