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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
476
Truvestments Capital
Florida
$34K +$34K +1,485 New
APP
477
Avantax Planning Partners
Iowa
$32K +$32K +1,383 New
MCM
478
Manchester Capital Management
Vermont
$31K – – –
SFG
479
SevenBridge Financial Group
Pennsylvania
$28K -$164K -7,010 -85%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$27.7K +$961 +42 +4%
GLI
481
Guardian Life Insurance
New York
$27K +$628 +27 +2%
GCM
482
Gables Capital Management
Florida
$24K – – –
KA
483
Kaizen Advisory
Illinois
$24K – – –
WTC
484
WhitTier Trust Company
Nevada
$24K – – –
JA
485
JOYN Advisors
Georgia
$23K -$2.13K -93 -8%
AIM
486
Advantage Investment Management
Iowa
$21K -$19.1K -831 -48%
OIA
487
Optimum Investment Advisors
Illinois
$21K -$14K -600 -40%
CFGS
488
Concourse Financial Group Securities
Alabama
$21K +$21K +900 New
CIA
489
CSat Investment Advisory
Michigan
$20K +$7.64K +333 +62%
CTC
490
Central Trust Company
Missouri
$19K -$8.71K -395 -31%
CAW
491
Cornerstone Advisors (Washington)
Washington
$19K +$679 +29 +4%
WF
492
WealthTrust Fairport
Ohio
$19K +$18.1K +800 +2,000%
ASN
493
Advisory Services Network
Georgia
$18K +$591 +25 +3%
PCC
494
Park Circle Company
Maryland
$18K +$18K +800 New
PCP
495
Proficio Capital Partners
Massachusetts
$17K -$1.43K -63 -8%
QCG
496
Quadrant Capital Group
Ohio
$16K +$3.12K +168 +24%
WAP
497
Wealthcare Advisory Partners
Pennsylvania
$16K +$15.6K +701 +3,689%
LWM
498
Lenox Wealth Management
Ohio
$14K – – –
YWP
499
YorkBridge Wealth Partners
New York
$14K – – –
GAM
500
Gemmer Asset Management
California
$14K +$5.58K +250 +66%
18 19
20
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