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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$128M
2
Renaissance Technologies
Renaissance Technologies
New York
+$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$41.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$40.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$37.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$196M
2
HCM
Highfields Capital Management
Massachusetts
-$116M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$48.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$36.5M
5
GC
Guggenheim Capital
Illinois
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
451
Qube Research & Technologies (QRT)
United Kingdom
$120K +$51.8K +1,947 +76%
FIB
452
First Interstate Bank
Montana
$120K +$56.6K +2,122 +89%
DSC
453
Duncker Streett & Co
Missouri
$111K -$26.7K -1,000 -19%
WAM
454
Wealthspire Advisors (Maryland)
Maryland
$111K -$13.2K -496 -11%
SLF
455
Sun Life Financial
Ontario, Canada
$110K +$106K +4,005 +3,034%
FDCDDQ
456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.4K -$10.6K -400 -11%
SCM
457
Silvant Capital Management
Georgia
$86K – – –
MIFH
458
Migdal Insurance & Financial Holdings
Israel
$84K +$61.5K +2,305 +273%
CLOS
459
Compagnie Lombard Odier SCmA
Switzerland
$76K – – –
GRP
460
Global Retirement Partners
California
$75K +$320 +12 +0.4%
GXMC
461
Global X Management Company
New York
$73K -$128K -4,779 -64%
OIA
462
OneDigital Investment Advisors
Kansas
$71K -$18.5K -701 -21%
S
463
SignatureFD
Georgia
$70K -$12.8K -486 -15%
CSS
464
Cubist Systematic Strategies
Connecticut
$65K +$65K +2,432 New
FHA
465
Flagship Harbor Advisors
Massachusetts
$64K +$64K +2,440 New
FHA
466
First Horizon Advisors
Tennessee
$63K +$36.4K +1,370 +137%
MFW
467
Mosaic Family Wealth
Missouri
$61K -$908 -34 -1%
NIMI
468
Natixis Investment Managers International
France
$58K +$58K +2,179 New
SWM
469
SeaCrest Wealth Management
New York
$51K -$8.26K -310 -14%
WT
470
Whittier Trust
California
$50K -$5.02K -190 -9%
EA
471
Edge Advisors
Georgia
$49K -$31K -1,200 -39%
EFSCE
472
Enterprise Financial Services Corp (EFSC)
Missouri
$49K -$7.44K -278 -13%
OC
473
Oakworth Capital
Alabama
$49K +$9.75K +372 +25%
RWP
474
RWA Wealth Partners
Massachusetts
$48K – – –
PFO
475
Pathstone Family Office
New Jersey
$46K -$19.5K -74 -30%
17 18
19
20 21