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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
501
RWA Wealth Partners
Massachusetts
$58K +$58K +1,800 New
AIM
502
Advantage Investment Management
Iowa
$56K – – –
TAM
503
Tiverton Asset Management
Delaware
$55K -$114K -3,547 -68%
PCP
504
Proficio Capital Partners
Massachusetts
$53K -$5.66K -178 -10%
SPIA
505
Steward Partners Investment Advisory
New York
$50K +$50K +1,562 New
IWM
506
IHT Wealth Management
Illinois
$49K +$153 +5 +0.3%
MCM
507
Manchester Capital Management
Vermont
$48K +$5.35K +168 +13%
PMFA
508
Plante Moran Financial Advisors
Michigan
$48K +$37K +1,164 +336%
APP
509
Avantax Planning Partners
Iowa
$47K +$47K +1,467 New
CBT
510
Central Bank & Trust
Kentucky
$45K +$40.5K +1,275 +911%
EAM
511
Exane Asset Management
France
$43.1K -$94.7K -2,960 -69%
OC
512
Oakworth Capital
Alabama
$43K -$718 -25 -2%
CAL
513
Capital Analysts LLC
Pennsylvania
$39K – – –
WTC
514
WhitTier Trust Company
Nevada
$34K -$4.77K -150 -12%
FHA
515
First Horizon Advisors
Tennessee
$32K – – –
GLI
516
Guardian Life Insurance
New York
$30K -$12.1K -379 -29%
RCAG
517
Rehmann Capital Advisory Group
Michigan
$29K +$29K +896 New
EP
518
Edinburgh Partners
United Kingdom
$27K – – –
MIFH
519
Migdal Insurance & Financial Holdings
Israel
$27K +$4.54K +142 +20%
PA
520
Parallel Advisors
California
$26K -$3.77K -120 -13%
CAW
521
Cornerstone Advisors (Washington)
Washington
$25K – – –
FCAG
522
First Capital Advisors Group
New Jersey
$24K +$24K +738 New
GAM
523
Gemmer Asset Management
California
$22K – – –
GFP
524
Gryphon Financial Partners
Ohio
$22K +$12.1K +389 +122%
QCG
525
Quadrant Capital Group
Ohio
$21K -$59 -2 -0.3%
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