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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$43.9M
2
CIM
Contrarius Investment Management
Jersey
+$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
4
CAG
Csenge Advisory Group
Florida
+$24.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33M
3
RP
Reinhart Partners
Wisconsin
-$28.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.5M
5
KP
Kiltearn Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
476
Bartlett & Co Wealth Management
Ohio
$1.48K – – –
TFGT
477
TS Financial Group (TSFG)
Illinois
$1K -$25K -1,000 -96%
BWM
478
BerganKDV Wealth Management
Minnesota
$1K -$5.34K -518 -84%
BL
479
Balentine LLC
Georgia
$1K -$4.29K -279 -81%
SMFS
480
Squar Milner Financial Services
California
$1K – – –
GC
481
Globeflex Capital
California
$1K – – –
DAM
482
Delta Asset Management
Tennessee
$1K – – –
WB
483
West Bancorporation
Iowa
$1K – – –
SL
484
Savior LLC
Massachusetts
$1K – – –
CAN
485
Claraphi Advisory Network
United States
$1K +$1K +77 New
BC
486
Bartlett & Co
Ohio
$1K +$1K +163 New
WQ
487
Wealth Quarterback
New Jersey
$336 – – –
NL
488
NWAM LLC
Washington
$224 +$40 +4,358 +21%
TI
489
tru Independence
Oregon
$17 – – –
Balyasny Asset Management
490
Balyasny Asset Management
Illinois
– -$35.3M -1,962,776 Closed
RP
491
Reinhart Partners
Wisconsin
– -$28.8M -1,600,218 Closed
VLKIM
492
Van Lanschot Kempen Investment Management
Netherlands
– -$12.7M -705,977 Closed
D.E. Shaw & Co
493
D.E. Shaw & Co
New York
– -$10.4M -580,601 Closed
JIM
494
Jupiter Investment Management
United Kingdom
– -$5.07M -282,243 Closed
AU
495
Algebris (UK)
United Kingdom
– -$4.59M -255,042 Closed
IAN
496
Integrated Advisors Network
Texas
– -$4.34M -241,108 Closed
FG
497
FSI Group
Ohio
– -$3.6M -200,000 Closed
ARTA
498
A.R.T. Advisors
New York
– -$3.22M -179,110 Closed
FFA
499
Fragasso Financial Advisors
Pennsylvania
– -$2.54M -141,170 Closed
IIM
500
Intact Investment Management
Quebec, Canada
– -$2.24M -124,500 Closed
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