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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 %
SPIA
451
Steward Partners Investment Advisory
New York
$13K -$10.4K -600 -44%
TFO
452
Tarbox Family Office
California
$12K – – –
JWM
453
Janiczek Wealth Management
Colorado
$12K +$4.96K +278 +70%
EW
454
Evoke Wealth
California
$12K +$11.2K +622 +1,481%
FHC
455
First Horizon Corporation
Tennessee
$11K – – –
IAIM
456
International Assets Investment Management
Florida
$11K +$11K +607 New
MAWCM
457
Mine & Arao Wealth Creation & Management
California
$10K – – –
AWM
458
Atticus Wealth Management
Florida
$9K +$83 +5 +0.9%
IA
459
Inspire Advisors
Idaho
$9K +$9K +539 New
CI
460
CX Institutional
Indiana
$8K +$427 +24 +6%
JCM
461
Jacobi Capital Management
Pennsylvania
$7K – – –
AIM
462
Anchor Investment Management
South Carolina
$6.97K -$5.23K -300 -43%
HS
463
Horan Securities
United States
$6K +$1.45K +89 +32%
SGAM
464
Smith Group Asset Management
Texas
$6K +$6K +330 New
SN
465
Sittner & Nelson
Oregon
$6K +$6K +347 New
AWA
466
Arkadios Wealth Advisors
Georgia
$5K -$43.6K -2,984 -90%
GI
467
Gradient Investments
Minnesota
$5K -$2.18K -203 -30%
ZB
468
Zions Bancorporation
Utah
$5K – – –
APWA
469
Atlas Private Wealth Advisors
New Jersey
$5K – – –
PK
470
Pflug Koory
Nebraska
$5K – – –
LAS
471
Lloyd Advisory Services
Georgia
$5K +$5K +271 New
CWA
472
Core Wealth Advisors
Florida
$5K +$5K +300 New
BBHC
473
Brown Brothers Harriman & Co
New York
$5K +$5K +300 New
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
HWA
475
Heritage Wealth Advisors
Virginia
$4K +$4K +245 New
17 18
19
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