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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
451
Itau Unibanco Holding S.A.
Brazil
$87K +$87K +3,785 New
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.4K -$595 -26 -0.8%
SCM
453
Silvant Capital Management
Georgia
$74K – – –
CG
454
Cutler Group
California
$72K +$72K +3,180 New
MCM
455
Monument Capital Management
Virginia
$69K +$69K +3,000 New
LA
456
Legacy Advisors
Pennsylvania
$69K +$69K +3,007 New
S
457
SignatureFD
Georgia
$66K +$5.4K +236 +9%
CLOS
458
Compagnie Lombard Odier SCmA
Switzerland
$65K – – –
GRP
459
Global Retirement Partners
California
$64K -$68 -3 -0.1%
OC
460
Oakworth Capital
Alabama
$51K +$7.89K +342 +18%
FANJ
461
Financial Architects (New Jersey)
New Jersey
$50K +$14.8K +649 +42%
ONST
462
Old North State Trust
North Carolina
$50K +$50K +2,189 New
FHA
463
First Horizon Advisors
Tennessee
$47K -$6.79K -299 -13%
EFSCE
464
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$4.55K +201 +11%
VFA
465
Valeo Financial Advisors
Indiana
$45K -$339K -15,677 -88%
WAM
466
Wealthspire Advisors (Maryland)
Maryland
$44K -$51.5K -2,243 -54%
AIM
467
Anchor Investment Management
South Carolina
$43.9K +$13.9K +607 +46%
SPIA
468
Steward Partners Investment Advisory
New York
$43K +$7.7K +335 +22%
MWPCG
469
Measured Wealth Private Client Group
New Hampshire
$42K +$42K +1,845 New
BDS
470
Banco de Sabadell
Florida
$41K +$41K +1,800 New
WT
471
Whittier Trust
California
$39K -$3.61K -160 -8%
NIM
472
NuWave Investment Management
New Jersey
$38K +$38K +1,686 New
TPWA
473
TRUE Private Wealth Advisors
Oregon
$35.6K +$35.6K +1,556 New
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$35K -$3.81K -165 -10%
AF
475
Advisornet Financial
Minnesota
$35K +$9.1K +400 +35%
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