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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$437M
2
Renaissance Technologies
Renaissance Technologies
New York
$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$51.7M
4
Federated Hermes
Federated Hermes
Pennsylvania
$63.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$117M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$311M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M
4
Citadel Advisors
Citadel Advisors
Florida
$1.57M
5
GC
Guggenheim Capital
Illinois
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
501
BDO Wealth Advisors
Florida
$17K +$17K +645 New
QCG
502
Quadrant Capital Group
Ohio
$16K -$277 -12 -2%
LWM
503
Lenox Wealth Management
Ohio
$16K – – –
YWP
504
YorkBridge Wealth Partners
New York
$16K – – –
PA
505
Parallel Advisors
California
$15K -$6.57K -252 -30%
SIS
506
Sound Income Strategies
Florida
$14K -$1.37K -52 -9%
FBT
507
First Bank & Trust
South Dakota
$14K +$14K +523 New
TAIM
508
TD Ameritrade Investment Management
Nebraska
$14K +$14K +538 New
CIA
509
CSat Investment Advisory
Michigan
$14K +$14K +539 New
CAPTRUST Financial Advisors
510
CAPTRUST Financial Advisors
North Carolina
$13K +$13K +481 New
GWS
511
Glassman Wealth Services
Virginia
$12K -$791 -31 -6%
TCOV
512
Trust Company of Vermont
Vermont
$12K +$11.3K +435 +1,500%
MSE
513
MUFG Securities EMEA
United Kingdom
$12K +$12K +460 New
JCM
514
Jacobi Capital Management
Pennsylvania
$11K – – –
TFA
515
Toth Financial Advisory
Virginia
$11K +$11K +400 New
CF
516
Centaurus Financial
California
$11K +$11K +412 New
WPA
517
West Paces Advisors
Georgia
$10.9K +$1.04K +39 +11%
GAM
518
Gemmer Asset Management
California
$10K -$7.96K -300 -44%
IFAM
519
Institutional & Family Asset Management
Colorado
$10K – – –
ST
520
Smithfield Trust
Pennsylvania
$10K – – –
AP
521
Arlington Partners
Alabama
$9K +$9K +322 New
STA
522
Summit Trail Advisors
New York
$9K +$9K +342 New
VNA
523
Valley National Advisers
Pennsylvania
$8K – – –
PK
524
Pflug Koory
Nebraska
$8K – – –
FIA
525
FNY Investment Advisers
New York
$8K +$8K +335 New
19 20
21
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