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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
526
Moneta Group Investment Advisors
Missouri
$21K +$21K +650 New
BCWM
527
Bartlett & Co Wealth Management
Ohio
$20K +$20K +626 New
CTC
528
Central Trust Company
Missouri
$20K – – –
BC
529
Bartlett & Co
Ohio
$20K +$20K +626 New
AIM
530
Anchor Investment Management
South Carolina
$19.5K -$7.97K -249 -29%
LWM
531
Lenox Wealth Management
Ohio
$19K – – –
YWP
532
YorkBridge Wealth Partners
New York
$19K – – –
BBHC
533
Brown Brothers Harriman & Co
New York
$19K +$3.09K +95 +19%
SIS
534
Sound Income Strategies
Florida
$19K +$3.23K +99 +20%
ASN
535
Advisory Services Network
Georgia
$16K -$9.93K -306 -38%
GWS
536
Glassman Wealth Services
Virginia
$16K +$14.8K +464 +1,254%
HR
537
Howe & Rusling
New York
$15K +$15K +480 New
SSB
538
Sandy Spring Bank
Maryland
$14K – – –
PWAG
539
Polaris Wealth Advisory Group
California
$14K +$14K +425 New
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
KA
541
Kaizen Advisory
Illinois
$13K – – –
JCM
542
Jacobi Capital Management
Pennsylvania
$13K – – –
BWM
543
Baystate Wealth Management
Massachusetts
$13K +$963 +30 +8%
ST
544
Smithfield Trust
Pennsylvania
$12K -$18.3K -550 -60%
IFAM
545
Institutional & Family Asset Management
Colorado
$12K +$12K +368 New
CG
546
Cutler Group
California
$12K +$12K +400 New
WPA
547
West Paces Advisors
Georgia
$11.8K – – –
VNA
548
Valley National Advisers
Pennsylvania
$10K – – –
PK
549
Pflug Koory
Nebraska
$10K – – –
FMA
550
FNY Managed Accounts
New York
$10K +$1.55K +52 +18%
20 21
22
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