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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$97.8M 2,777,911 +53,209 +2%
Pzena Investment Management
27
Pzena Investment Management
New York
$88.4M 2,512,726 +607 +0%
Legal & General Group
28
Legal & General Group
United Kingdom
$75.5M 2,145,134 +44,313 +2%
AAMU
29
Amundi Asset Management US
Massachusetts
$73.3M 2,084,331 -154,057 -7%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$71.5M 2,031,880 -162,780 -7%
SCM
31
Sterling Capital Management
North Carolina
$68.5M 1,946,345 -104,390 -5%
ClearBridge Investments
32
ClearBridge Investments
New York
$67.6M 1,921,095 -8,515 -0.4%
UBS AM
33
UBS AM
Illinois
$66.4M 1,886,036 +327,158 +21%
TG
34
TCW Group
California
$65.7M 1,868,363 +650,152 +53%
PPA
35
Parametric Portfolio Associates
Washington
$63.2M 1,795,103 +314,258 +21%
AII
36
AGF Investments Inc
Ontario, Canada
$55.4M 1,573,048 +34,686 +2%
RFC
37
Regions Financial Corp
Alabama
$54.3M 1,543,882 +72,823 +5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$52.7M 1,498,612 -8,756 -0.6%
GC
39
Guggenheim Capital
Illinois
$52.1M 1,480,640 -188,757 -11%
Citadel Advisors
40
Citadel Advisors
Florida
$50.6M 1,437,232 -2,253,384 -61%
Stifel Financial
41
Stifel Financial
Missouri
$50.1M 1,424,204 +30,315 +2%
AA
42
ALPS Advisors
Colorado
$48M 1,363,361 -118,368 -8%
Charles Schwab
43
Charles Schwab
California
$47.3M 1,344,769 +87,755 +7%
AQR Capital Management
44
AQR Capital Management
Connecticut
$47.1M 1,338,185 +443,811 +50%
Wells Fargo
45
Wells Fargo
California
$45.8M 1,300,168 +192,018 +17%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$42.1M 1,197,467 +143,438 +14%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$40.8M 1,159,868 +78,695 +7%
Deutsche Bank
48
Deutsche Bank
Germany
$40.4M 1,148,509 -110,541 -9%
CS
49
Credit Suisse
Switzerland
$40.2M 1,141,431 -884,118 -44%
Prudential Financial
50
Prudential Financial
New Jersey
$38.9M 1,104,141 -25,586 -2%
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