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Invesco
IVZ

Overview Fund Activity

505 hedge funds and large institutions have $5.43B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
109
Increased
147
Reduced
184
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
Millennium Management
Millennium Management
New York
$47.4M
3
MSE
MUFG Securities EMEA
United Kingdom
$30M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.1M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$217M
2
Nomura Holdings
Nomura Holdings
Japan
$68.6M
3
PP
Prudential plc
United Kingdom
$83.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
5
Vanguard Group
Vanguard Group
Pennsylvania
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
476
American International Group
New York
$3.33K -$384 -22,023 -10%
EARNEST Partners
477
EARNEST Partners
Georgia
$3K – – –
KFI
478
Key Financial Inc
Pennsylvania
$3K +$3K +200 New
SL
479
Savior LLC
Massachusetts
$2K – – –
MRCM
480
M&R Capital Management
New Jersey
$2K – – –
LWM
481
Liberty Wealth Management
California
$2K +$179 +12 +10%
ATC
482
Adirondack Trust Company
New York
$2K +$2K +100 New
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +115 New
FPS
484
Fieldpoint Private Securities
Connecticut
$2K +$2K +130 New
FHA
485
First Horizon Advisors
Tennessee
$1K -$6K -348 -86%
CFB
486
Cullen/Frost Bankers
Texas
$1K -$1.11K -95 -52%
TFGT
487
TS Financial Group (TSFG)
Illinois
$1K – – –
GC
488
Globeflex Capital
California
$1K – – –
BWM
489
Baystate Wealth Management
Massachusetts
$1K – – –
GTAM
490
Global Trust Asset Management
Florida
$1K – – –
CWC
491
Carolinas Wealth Consulting
North Carolina
$1K – – –
BHWM
492
Bay Harbor Wealth Management
Maryland
$1K +$1K +34 New
MFT
493
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +34 New
AAP
494
Arax Advisory Partners
Colorado
$1K +$1K +39 New
CBT
495
CoreFirst Bank & Trust
Kansas
$1K +$1K +41 New
MLFP
496
MPS Loria Financial Planners
Illinois
$1K +$1K +53 New
SIAG
497
Safeguard Investment Advisory Group
California
$1K +$1K +100 New
TI
498
tru Independence
Oregon
$16 +$16 +905 New
AA
499
ALPS Advisors
Colorado
– -$19.5M -1,711,779 Closed
Hudson Bay Capital Management
500
Hudson Bay Capital Management
Connecticut
– -$6.85M -600,000 Closed
18 19
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