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Invesco
IVZ

Overview Fund Activity

512 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
201
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$114M
2
Citadel Advisors
Citadel Advisors
Florida
$57.7M
3
BA
Bridgewater Associates
Connecticut
$25.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$189M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$127M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$30M
2
CCM
Crabel Capital Management
California
$0
3
HCM
Hamlin Capital Management
New York
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$728M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
526
Dynamic Technology Lab
Singapore
– -$1.11M -54,090 Closed
WCM
527
Weld Capital Management
New York
– -$971K -47,463 Closed
WorldQuant Millennium Advisors
528
WorldQuant Millennium Advisors
New York
– -$951K -46,474 Closed
OI
529
Oakbrook Investments
Illinois
– -$805K -39,350 Closed
Qube Research & Technologies (QRT)
530
Qube Research & Technologies (QRT)
United Kingdom
– -$740K -36,180 Closed
GCP
531
GSA Capital Partners
United Kingdom
– -$700K -34,233 Closed
CA
532
Cetera Advisors
Colorado
– -$557K -27,064 Closed
AP
533
Advisor Partners
California
– -$431K -21,063 Closed
GCA
534
Gideon Capital Advisors
New York
– -$368K -17,971 Closed
FHB
535
First Hawaiian Bank
Hawaii
– -$332K -16,240 Closed
AI
536
ArchPoint Investors
Florida
– -$323K -15,775 Closed
MWM
537
Meridian Wealth Management
Kentucky
– -$3.18K -15,560 Closed
GIA
538
Gateway Investment Advisers
Ohio
– -$310K -15,150 Closed
ERSOT
539
Employees Retirement System of Texas
Texas
– -$307K -15,000 Closed
GCA
540
Greenwood Capital Associates
South Carolina
– -$300K -14,653 Closed
PAS
541
Park Avenue Securities
New York
– -$270K -13,208 Closed
Natixis Advisors
542
Natixis Advisors
Massachusetts
– -$264K -12,890 Closed
PG
543
Pendal Group
Australia
– -$260K -12,723 Closed
TI
544
Trexquant Investment
Connecticut
– -$231K -11,303 Closed
MIFH
545
Migdal Insurance & Financial Holdings
Israel
– -$226K -11,065 Closed
Mariner
546
Mariner
Kansas
– -$217K -10,612 Closed
CHAM
547
Clear Harbor Asset Management
Connecticut
– -$216K -10,548 Closed
MHS
548
M Holdings Securities
Oregon
– -$212K -10,380 Closed
PA
549
Profund Advisors
Maryland
– -$209K -10,229 Closed
OWA
550
Outlook Wealth Advisors
Texas
– -$206K -10,059 Closed
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