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Invesco
IVZ

Overview Fund Activity

549 hedge funds and large institutions have $7.21B invested in Invesco in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-3
Holders Change %
-0.54%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
62
Increased
191
Reduced
214
Closed
56
Calls
$55.4M
Puts
$39.9M
Net Calls
+$15.5M
Net Calls Change
-$1.1M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$152M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$48.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
$33.1M
4
Bank of America
Bank of America
North Carolina
$79.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$32.9M

Top Sellers

1
State Street
State Street
Massachusetts
$406M
2
MSE
MUFG Securities EMEA
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$37.5M
4
BlackRock
BlackRock
New York
$929M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
476
Sugarloaf Wealth Management
Georgia
$23K – – –
OC
477
Oakworth Capital
Alabama
$22K – – –
GKWIM
478
Gerber Kawasaki Wealth & Investment Management
California
$22K +$22K +919 New
Lazard Asset Management
479
Lazard Asset Management
New York
$20K -$360K -15,265 -95%
SPIA
480
Steward Partners Investment Advisory
New York
$20K – – –
WT
481
Whittier Trust
California
$20K – – –
APA
482
American Portfolios Advisors
New York
$19.6K +$241 +10 +1%
HMS
483
Hanseatic Management Services
New Mexico
$19K – – –
CI
484
CX Institutional
Indiana
$19K +$2.39K +98 +14%
GCM
485
Gables Capital Management
Florida
$18K – – –
LAS
486
Lloyd Advisory Services
Georgia
$18K +$7.68K +314 +74%
MA
487
MCF Advisors
Kentucky
$18K +$13.2K +539 +272%
SGAM
488
Smith Group Asset Management
Texas
$17K +$1.08K +46 +7%
CTC
489
Central Trust Company
Missouri
$17K +$17K +688 New
EW
490
Evoke Wealth
California
$16K -$24 -1 -0.1%
TFO
491
Tarbox Family Office
California
$16K – – –
CAL
492
Capital Analysts LLC
Pennsylvania
$16K +$5.87K +241 +58%
SWM
493
Spire Wealth Management
Virginia
$14K – – –
MAWCM
494
Mine & Arao Wealth Creation & Management
California
$14K – – –
SIS
495
Sound Income Strategies
Florida
$12K -$923 -38 -7%
JWA
496
JFS Wealth Advisors
Pennsylvania
$12K – – –
RCA
497
Ranch Capital Advisors
Florida
$12K +$71 +3 +0.6%
KIG
498
Kowal Investment Group
Wisconsin
$12K +$12K +505 New
FBT
499
First Bank & Trust
South Dakota
$11K -$9.66K -410 -47%
MHR
500
Matthew Hamilton Rosenberg
$11K – – –
18 19
20
21 22