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Invesco
IVZ

Overview Fund Activity

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M

Top Buyers

1
BlackRock
BlackRock
New York
$982M
2
KP
Kiltearn Partners
United Kingdom
$128M
3
Citadel Advisors
Citadel Advisors
Florida
$113M
4
American Century Companies
American Century Companies
Missouri
$276M
5
UBS Group
UBS Group
Switzerland
$570M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$204M
2
Victory Capital Management
Victory Capital Management
Texas
$4.28M
3
DCP
DSM Capital Partners
Florida
$736K
4
Invesco
Invesco
Georgia
$0
5
CS
Credit Suisse
Switzerland
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
526
Versant Capital Management
Arizona
$3K – – –
LYV
527
Live Your Vision
Pennsylvania
$3K – – –
PFO
528
Pathstone Family Office
New Jersey
$3K +$3K +96 New
MFW
529
Mosaic Family Wealth
Missouri
$3K +$3K +100 New
SWA
530
Sutton Wealth Advisors
Florida
$2.48K – – –
TDC
531
Thompson Davis & Co
Virginia
$2K – – –
MRCM
532
M&R Capital Management
New Jersey
$2K – – –
HR
533
Howe & Rusling
New York
$2K +$2K +69 New
AAF
534
Andra AP-fonden
Sweden
$1.67K -$2.01K -65,500 -55%
SM
535
Sciencast Management
New Jersey
$1.21K +$399 +13,019 +49%
TWA
536
TCI Wealth Advisors
Arizona
$1K -$356 -16 -26%
PFSC
537
Peoples Financial Services Corp
Pennsylvania
$1K – – –
AAP
538
Arax Advisory Partners
Colorado
$1K – – –
GWS
539
Glassman Wealth Services
Virginia
$1K – – –
NSIM
540
North Star Investment Management
Illinois
$1K +$1K +28 New
Invesco
541
Invesco
Georgia
– -$47.1M -1,551,792 Closed
PCM
542
PAR Capital Management
Massachusetts
– -$37.2M -1,225,000 Closed
SFM
543
Systematic Financial Management
New Jersey
– -$18.8M -619,197 Closed
SCM
544
SKBA Capital Management
California
– -$8.93M -294,300 Closed
FQ
545
First Quadrant
California
– -$8.39M -276,590 Closed
MME
546
Meag Munich Ergo
Germany
– -$7.64M -252,437 Closed
PP
547
Prudential plc
United Kingdom
– -$6.89M -227,238 Closed
CMBA
548
C.M. Bidwell & Associates
Hawaii
– -$3.66M -120,695 Closed
Capital Fund Management (CFM)
549
Capital Fund Management (CFM)
France
– -$2.74M -90,244 Closed
SM
550
Seminole Management
New York
– -$2.39M -78,750 Closed
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