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Invesco
IVZ

Overview Fund Activity

529 hedge funds and large institutions have $6.83B invested in Invesco in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 210 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+8
Holders Change %
+1.54%
% of All Funds
11.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
70
Increased
210
Reduced
176
Closed
54
Calls
$162M
Puts
$38.3M
Net Calls
+$124M
Net Calls Change
+$85.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$227M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$65.4M
3
CCM
Crabel Capital Management
California
+$51.1M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$40.2M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$149M
2
American Century Companies
American Century Companies
Missouri
-$112M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$38M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
501
Credential Qtrade Securities
$2.93K +$2.93K +143 New
GT
502
Glenmede Trust
Pennsylvania
$2.16K -$474 -23,186 -18%
SFSIG
503
San Francisco Sentry Investment Group
California
$2K -$602 -28 -23%
DAM
504
Delta Asset Management
Tennessee
$2K – – –
AWM
505
Avior Wealth Management
Nebraska
$2K – – –
GC
506
Globeflex Capital
California
$2K +$2K +75 New
DWM
507
Doyle Wealth Management
Florida
$2K +$2K +92 New
EWA
508
Evolution Wealth Advisors
Florida
$2K +$2K +101 New
GAM
509
Griffin Asset Management
New York
$2K +$2K +105 New
SWA
510
Sutton Wealth Advisors
Florida
$1.66K – – –
BBHC
511
Brown Brothers Harriman & Co
New York
$1K -$92.2K -5,899 -99%
VCM
512
Versant Capital Management
Arizona
$1K -$329 -24 -25%
LPWM
513
Lake Point Wealth Management
Texas
$1K – – –
TFGT
514
TS Financial Group (TSFG)
Illinois
$1K – – –
PFSC
515
Peoples Financial Services Corp
Pennsylvania
$1K – – –
ME
516
McIlrath & Eck
Washington
$1K – – –
CFG
517
Citizens Financial Group
Rhode Island
$1K – – –
BWM
518
Baystate Wealth Management
Massachusetts
$1K +$31 +1 +3%
TWA
519
TCI Wealth Advisors
Arizona
$1K +$466 +27 +87%
ClearBridge Investments
520
ClearBridge Investments
New York
$1K +$1K +32 New
AIS
521
Accurate Investment Solutions
Pennsylvania
$1K +$1K +59 New
BWM
522
BerganKDV Wealth Management
Minnesota
$1K +$1K +64 New
WIM
523
Westside Investment Management
California
$18 +$18 +900 New
Renaissance Technologies
524
Renaissance Technologies
New York
– -$18.7M -968,600 Closed
OTPPB
525
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$5.79M -299,600 Closed
19 20
21
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