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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
526
M&R Capital Management
New Jersey
$5K – – –
CWA
527
Clarus Wealth Advisors
Arizona
$5K +$113 +5 +2%
SFSIG
528
San Francisco Sentry Investment Group
California
$5K +$2.62K +123 +110%
MFW
529
Mosaic Family Wealth
Missouri
$4K -$42.2K -2,087 -91%
FMII
530
Farmers & Merchants Investments Inc
Nebraska
$4K -$18.3K -711 -82%
TCOV
531
Trust Company of Vermont
Vermont
$4K -$6.55K -288 -62%
EARNEST Partners
532
EARNEST Partners
Georgia
$4K – – –
SMFS
533
Squar Milner Financial Services
California
$4K – – –
BWM
534
Baystate Wealth Management
Massachusetts
$4K +$39 +2 +1%
WIM
535
Westside Investment Management
California
$3.77K – – –
RMAM
536
Raab & Moskowitz Asset Management
New Jersey
$3K -$171K -8,456 -98%
AWM
537
Avior Wealth Management
Nebraska
$3K – – –
BWA
538
Burt Wealth Advisors
Maryland
$3K – – –
TWA
539
TCI Wealth Advisors
Arizona
$3K +$133 +5 +5%
CAC
540
Certified Advisory Corp
Florida
$3K +$225 +9 +8%
WCM
541
Whitener Capital Management
North Carolina
$3K +$3K +150 New
TAIM
542
TD Ameritrade Investment Management
Nebraska
$2K -$11.5K -458 -85%
DAM
543
Delta Asset Management
Tennessee
$2K – – –
BWM
544
BerganKDV Wealth Management
Minnesota
$2K – – –
FC
545
Ferris Capital
Massachusetts
$2K – – –
VCM
546
Versant Capital Management
Arizona
$2K – – –
PFBT
547
Parkside Financial Bank & Trust
Missouri
$2K +$55 +3 +3%
AA
548
Ancora Advisors
Ohio
$2K +$2K +71 New
SWA
549
Sutton Wealth Advisors
Florida
$1.85K – – –
FGAM
550
Financial Gravity Asset Management
Texas
$1K -$2.54K -150 -72%
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22
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