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Invesco
IVZ

Overview Fund Activity

521 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
11.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
75
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$128M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$35.2M
4
BlackRock
BlackRock
New York
$701M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$134M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$247M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$166K
4
Renaissance Technologies
Renaissance Technologies
New York
$18.7M
5
BA
Bridgewater Associates
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPWM
501
Lake Point Wealth Management
Texas
$1K -$201K -6,437 -100%
CFG
502
Citizens Financial Group
Rhode Island
$1K -$13.8K -746 -93%
TWA
503
TCI Wealth Advisors
Arizona
$1K -$2K -62 -67%
BWM
504
Baystate Wealth Management
Massachusetts
$1K – – –
PFSC
505
Peoples Financial Services Corp
Pennsylvania
$1K – – –
WF
506
WealthTrust Fairport
Ohio
$1K – – –
ME
507
McIlrath & Eck
Washington
$1K – – –
IDBONY
508
Israel Discount Bank of New York
New York
$1K – – –
GTAM
509
Global Trust Asset Management
Florida
$1K – – –
VCM
510
Versant Capital Management
Arizona
$1K – – –
WCM
511
WealthBridge Capital Management
Ohio
$1K – – –
LFA
512
Legacy Financial Advisors
Kentucky
$1K +$342 +25 +52%
TFGT
513
TS Financial Group (TSFG)
Illinois
$1K +$1K +40 New
DOA
514
D'Orazio & Associates
Virginia
$1K +$1K +43 New
PFO
515
Pathstone Family Office
New Jersey
$1K +$1K +75 New
PGAM
516
Princeton Global Asset Management
New Jersey
$1K +$1K +90 New
BA
517
Bridgewater Associates
Connecticut
– -$32.8M -1,960,843 Closed
ClearBridge Investments
518
ClearBridge Investments
New York
– -$28.6M -1,705,811 Closed
Capital International Investors
519
Capital International Investors
California
– -$24.9M -1,485,200 Closed
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
– -$15.8M -946,576 Closed
ACL
521
Azora Capital LP
Florida
– -$15.8M -946,061 Closed
AU
522
Algebris (UK)
United Kingdom
– -$15.7M -937,123 Closed
ZIM
523
Zacks Investment Management
Illinois
– -$12.1M -725,647 Closed
SEC
524
Seven Eight Capital
New York
– -$7.26M -433,887 Closed
BCM
525
Brown Capital Management
Maryland
– -$7.23M -431,875 Closed
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