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Invesco
IVZ

Overview Fund Activity

448 hedge funds and large institutions have $3.4B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 176 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-51
Holders Change %
-10.22%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
157
Reduced
176
Closed
112
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M

Top Buyers

1
TFM
Trian Fund Management
New York
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$521M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
$50.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38M
5
PP
Prudential plc
United Kingdom
$69.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$25.8M
3
Bank of America
Bank of America
North Carolina
$289M
4
CAG
Csenge Advisory Group
Florida
$0
5
BlackRock
BlackRock
New York
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
476
Hobart Private Capital
North Carolina
– -$230K -25,370 Closed
CIBC World Market
477
CIBC World Market
Ontario, Canada
– -$229K -25,259 Closed
AWM
478
AE Wealth Management
Kansas
– -$228K -25,084 Closed
ECM
479
ExodusPoint Capital Management
New York
– -$226K -24,906 Closed
YMRC
480
Yorktown Management & Research Company
Virginia
– -$218K -24,000 Closed
VCA
481
Verdence Capital Advisors
Maryland
– -$217K -23,862 Closed
OR
482
Olympiad Research
Connecticut
– -$212K -23,339 Closed
VFA
483
Voya Financial Advisors
Connecticut
– -$206K -21,512 Closed
N
484
Natixis
France
– -$195K -21,477 Closed
Voloridge Investment Management
485
Voloridge Investment Management
Florida
– -$193K -21,304 Closed
HI
486
Horizon Investments
North Carolina
– -$184K -20,677 Closed
SS
487
Simplicity Solutions
Minnesota
– -$181K -19,883 Closed
TI
488
Trexquant Investment
Connecticut
– -$174K -19,153 Closed
RJT
489
Raymond James Trust
Florida
– -$171K -18,853 Closed
WI
490
WrapManager Inc
California
– -$170K -18,738 Closed
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
– -$167K -18,390 Closed
HS
492
Haafor (Singapore)
Singapore
– -$158K -17,355 Closed
SM
493
Sciencast Management
New Jersey
– -$132K -16,251 Closed
DCM
494
Dupont Capital Management
Delaware
– -$144K -15,869 Closed
CS
495
Comerica Securities
Michigan
– -$144K -15,827 Closed
SCM
496
Stonebridge Capital Management
California
– -$142K -15,700 Closed
BOH
497
Bank of Hawaii
Hawaii
– -$142K -15,619 Closed
GT
498
Greenleaf Trust
Michigan
– -$139K -15,305 Closed
BAM
499
Blueshift Asset Management
New Jersey
– -$137K -15,139 Closed
MUS
500
Mitsubishi UFJ Securities
Japan
– -$136K -15,020 Closed
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