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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$437M
2
Renaissance Technologies
Renaissance Technologies
New York
$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$51.7M
4
Federated Hermes
Federated Hermes
Pennsylvania
$63.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$117M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$311M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M
4
Citadel Advisors
Citadel Advisors
Florida
$1.57M
5
GC
Guggenheim Capital
Illinois
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
476
Advantage Investment Management
Iowa
$46K – – –
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$45K -$9.42K -352 -17%
EAM
478
Exane Asset Management
France
$41.3K +$5.55K +209 +16%
FANJ
479
Financial Architects (New Jersey)
New Jersey
$41K -$39.9K -1,496 -49%
SPIA
480
Steward Partners Investment Advisory
New York
$41K -$667 -25 -2%
FMT
481
First Mercantile Trust
Tennessee
$41K +$41K +1,550 New
OIA
482
Optimum Investment Advisors
Illinois
$40K +$40K +1,500 New
MCM
483
Manchester Capital Management
Vermont
$36K -$4.52K -168 -11%
AIM
484
Anchor Investment Management
South Carolina
$34.9K +$18.7K +705 +116%
CTC
485
Central Trust Company
Missouri
$33K +$16.4K +625 +99%
CAL
486
Capital Analysts LLC
Pennsylvania
$32K – – –
RCAG
487
Rehmann Capital Advisory Group
Michigan
$31K +$7.25K +273 +30%
AF
488
Advisornet Financial
Minnesota
$30K -$173K -6,563 -85%
GLI
489
Guardian Life Insurance
New York
$30K +$5.11K +193 +21%
JA
490
JOYN Advisors
Georgia
$29K +$27.6K +1,046 +1,974%
WTC
491
WhitTier Trust Company
Nevada
$28K – – –
KA
492
Kaizen Advisory
Illinois
$28K +$17K +631 +154%
GCM
493
Gables Capital Management
Florida
$28K +$28K +1,037 New
Twin Tree Management
494
Twin Tree Management
Texas
$28K +$28K +1,041 New
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$23K +$12.2K +459 +113%
PCP
496
Proficio Capital Partners
Massachusetts
$22K -$23.1K -854 -51%
CAW
497
Cornerstone Advisors (Washington)
Washington
$21K – – –
ASN
498
Advisory Services Network
Georgia
$19K +$6.27K +243 +49%
GFP
499
Gryphon Financial Partners
Ohio
$18K -$363 -14 -2%
IWP
500
Icon Wealth Partners
Texas
$18K +$18K +688 New
18 19
20
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