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Invesco
IVZ

Overview Fund Activity

534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-30
Holders Change %
-5.32%
% of All Funds
11.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
118
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.89M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$231M
2
Fidelity International
Fidelity International
Bermuda
+$42.3M
3
BlackRock
BlackRock
New York
+$26M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$25.2M
5
Goldman Sachs
Goldman Sachs
New York
+$24.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$144M
2
Capital International Investors
Capital International Investors
California
-$106M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$91.4M
4
American Century Companies
American Century Companies
Missouri
-$74.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
476
Toth Financial Advisory
Virginia
$7K – – –
MOS
477
MGO One Seven
Ohio
$7K +$7K +459 New
WPA
478
West Paces Advisors
Georgia
$6.85K – – –
IFAM
479
Institutional & Family Asset Management
Colorado
$6K – – –
TL
480
TrueWealth LLC
Georgia
$6K – – –
BL
481
Balentine LLC
Georgia
$6K +$6K +335 New
CAM
482
Cresset Asset Management
Illinois
$6K +$6K +342 New
VNA
483
Valley National Advisers
Pennsylvania
$5K – – –
VCM
484
Vigilant Capital Management
Maine
$5K +$5K +300 New
MRCM
485
M&R Capital Management
New Jersey
$4K – – –
CWA
486
Clarus Wealth Advisors
Arizona
$4K +$54 +3 +1%
PFBT
487
Parkside Financial Bank & Trust
Missouri
$4K +$2.29K +147 +134%
PAMU
488
Pictet Asset Management (UK)
United Kingdom
$3.4K -$214 -12,800 -6%
CBT
489
Capital Bank & Trust
California
$3K -$2.4M -162,476 -100%
SMFS
490
Squar Milner Financial Services
California
$3K – – –
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
TFO
492
Tarbox Family Office
California
$3K – – –
MFW
493
Mosaic Family Wealth
Missouri
$3K – – –
EARNEST Partners
494
EARNEST Partners
Georgia
$3K – – –
DBT
495
Dubuque Bank & Trust
Iowa
$3K +$3K +195 New
LWANC
496
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +200 New
THWM
497
Taylor Hoffman Wealth Management
Virginia
$3K +$3K +205 New
MNBTD
498
Moody National Bank Trust Division
Texas
$2K -$1.99M -124,150 -100%
SFSIG
499
San Francisco Sentry Investment Group
California
$2K -$3.05K -142 -60%
TWA
500
TCI Wealth Advisors
Arizona
$2K -$430 -20 -18%
18 19
20
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