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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$43.9M
2
CIM
Contrarius Investment Management
Jersey
+$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
4
CAG
Csenge Advisory Group
Florida
+$24.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33M
3
RP
Reinhart Partners
Wisconsin
-$28.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.5M
5
KP
Kiltearn Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
451
Global Financial Private Client
Florida
$5.65K – – –
VRM
452
Vectors Research Management
New York
$5K – – –
1W
453
1776 Wealth
Georgia
$5K – – –
CFG
454
Citizens Financial Group
Rhode Island
$5K +$791 +80 +19%
EI
455
Ellevest Inc
New York
$5K +$2.46K +268 +97%
EW
456
Evoke Wealth
California
$4.2K -$9.01K -991 -68%
JCM
457
Jacobi Capital Management
Pennsylvania
$4K – – –
M
458
Mirova
France
$4K – – –
TFO
459
Tarbox Family Office
California
$4K +$2.75K +311 +221%
EIP
460
Ellis Investment Partners
Pennsylvania
$4K +$4K +510 New
PK
461
Pflug Koory
Nebraska
$3K – – –
TL
462
TrueWealth LLC
Georgia
$3K – – –
CI
463
CX Institutional
Indiana
$3K +$2.5K +239 +498%
LSA
464
Lion Street Advisors
Texas
$3K +$3K +280 New
BGIM
465
Brandywine Global Investment Management
Pennsylvania
$2K – – –
SC
466
Steph & Co
Wisconsin
$2K – – –
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
EARNEST Partners
468
EARNEST Partners
Georgia
$2K – – –
AIC
469
Ameritas Investment Company
Nebraska
$2K +$20 +2 +1%
GWS
470
Glassman Wealth Services
Virginia
$2K +$1.54K +186 +338%
BBHC
471
Brown Brothers Harriman & Co
New York
$2K +$2K +211 New
SFSIG
472
San Francisco Sentry Investment Group
California
$2K +$2K +233 New
PFGIA
473
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +266 New
CQS
474
Credential Qtrade Securities
$1.91K +$1.91K +210 New
AWA
475
Arkadios Wealth Advisors
Georgia
$1.82K – – –
17 18
19
20 21