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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFBTD
476
MB Financial Bank - Trust Department
Illinois
$192K – – –
C
477
Cerebellum
California
$187K +$187K +5,846 New
QI
478
QS Investors
New York
$169K – – –
DSC
479
Duncker Streett & Co
Missouri
$165K +$1.47K +46 +0.9%
WAM
480
Wealthspire Advisors (Maryland)
Maryland
$149K +$14.3K +446 +11%
Bessemer Group
481
Bessemer Group
New Jersey
$141K +$32.6K +1,024 +30%
AC
482
Avestar Capital
New York
$136K +$19.4K +689 +17%
CWM
483
Catamount Wealth Management
Connecticut
$128K -$22.4K -699 -15%
MPWT
484
MassMutual Private Wealth & Trust
Connecticut
$126K +$7.65K +239 +6%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K -$8K -250 -6%
OIA
486
OneDigital Investment Advisors
Kansas
$108K +$30.8K +967 +40%
SCM
487
Silvant Capital Management
Georgia
$103K +$103K +3,233 New
S
488
SignatureFD
Georgia
$100K +$100K +3,136 New
EA
489
Edge Advisors
Georgia
$98K -$49K -1,549 -33%
FANJ
490
Financial Architects (New Jersey)
New Jersey
$98K -$6.59K -204 -6%
PCG
491
Private Capital Group
Connecticut
$97K +$26.4K +824 +37%
CLOS
492
Compagnie Lombard Odier SCmA
Switzerland
$92K -$77.2K -2,415 -46%
GRP
493
Global Retirement Partners
California
$90K – – –
Qube Research & Technologies (QRT)
494
Qube Research & Technologies (QRT)
United Kingdom
$81K +$81K +2,561 New
FIB
495
First Interstate Bank
Montana
$76K – – –
MFW
496
Mosaic Family Wealth
Missouri
$74K +$8.33K +261 +13%
SWM
497
SeaCrest Wealth Management
New York
$71K -$13.8K -433 -16%
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$67K – – –
WT
499
Whittier Trust
California
$66K – – –
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$65K -$20.4M -639,688 -100%
18 19
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