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Invesco
IVZ

Overview Fund Activity

448 hedge funds and large institutions have $3.4B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 176 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-51
Holders Change %
-10.22%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
157
Reduced
176
Closed
112
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M

Top Buyers

1
TFM
Trian Fund Management
New York
+$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$59.3M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$37M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$29M
5
PP
Prudential plc
United Kingdom
+$17.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$62.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.7M
3
Bank of America
Bank of America
North Carolina
-$27.2M
4
CAG
Csenge Advisory Group
Florida
-$24.3M
5
BlackRock
BlackRock
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
501
ETF Managers Group
New Jersey
– -$141K -14,761 Closed
HH
502
Hilltop Holdings
Texas
– -$133K -14,673 Closed
FCFC
503
First Commonwealth Financial Corp
Pennsylvania
– -$128K -14,133 Closed
SEC
504
Seven Eight Capital
New York
– -$128K -14,100 Closed
Mercer Global Advisors
505
Mercer Global Advisors
Colorado
– -$127K -13,989 Closed
PAS
506
Park Avenue Securities
New York
– -$123K -13,493 Closed
FA
507
FDx Advisors
Illinois
– -$118K -13,017 Closed
AC
508
Allstate Corporation
Illinois
– -$114K -12,586 Closed
PTC
509
Petrus Trust Company
Texas
– -$114K -12,533 Closed
Jones Financial Companies
510
Jones Financial Companies
Missouri
– -$114K -12,523 Closed
BCM
511
Bluefin Capital Management
New York
– -$114K -12,500 Closed
Creative Planning
512
Creative Planning
Kansas
– -$110K -12,105 Closed
AI
513
Atria Investments
North Carolina
– -$109K -12,001 Closed
CA
514
Commerzbank Aktiengesellschaft
Germany
– -$106K -11,713 Closed
Neuberger Berman Group
515
Neuberger Berman Group
New York
– -$104K -11,429 Closed
RIA
516
Realta Investment Advisors
Delaware
– -$103K -11,347 Closed
KRSITF
517
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$102K -11,282 Closed
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
– -$97K -10,642 Closed
WB
519
WesBanco Bank
West Virginia
– -$94K -10,388 Closed
NG
520
NatWest Group
United Kingdom
– -$93K -10,211 Closed
APC
521
Aspire Private Capital
North Carolina
– -$84K -9,227 Closed
ASN
522
Advisory Services Network
Georgia
– -$72K -7,931 Closed
BHWM
523
Bay Harbor Wealth Management
Maryland
– -$50K -5,542 Closed
KMWM
524
Keudell/Morrison Wealth Management
Oregon
– -$927K -4,870 Closed
LAS
525
Lloyd Advisory Services
Georgia
– -$41K -4,544 Closed
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