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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
$521M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
$50.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38M
5
PP
Prudential plc
United Kingdom
$69.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$25.8M
3
Bank of America
Bank of America
North Carolina
$289M
4
CAG
Csenge Advisory Group
Florida
$0
5
BlackRock
BlackRock
New York
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
526
ClearBridge Investments
New York
– -$17K -1,920 Closed
PCM
527
Prelude Capital Management
New York
– -$16K -1,714 Closed
AFAS
528
Acorn Financial Advisory Services
Virginia
– -$248K -1,301 Closed
SWM
529
Sugarloaf Wealth Management
Georgia
– -$10K -1,118 Closed
AT
530
Arden Trust
Delaware
– -$10K -1,059 Closed
GCM
531
Gables Capital Management
Florida
– -$9K -1,037 Closed
LC
532
Lindbrook Capital
California
– -$9K -957 Closed
PFO
533
Pathstone Family Office
New Jersey
– -$8K -857 Closed
GFPC
534
Global Financial Private Client
Florida
– -$5.65K -705 Closed
KFI
535
Key Financial Inc
Pennsylvania
– -$7K -700 Closed
MCM
536
McMillion Capital Management
North Carolina
– -$6K -672 Closed
CFG
537
Citizens Financial Group
Rhode Island
– -$5K -506 Closed
1W
538
1776 Wealth
Georgia
– -$5K -327 Closed
LSA
539
Lion Street Advisors
Texas
– -$3K -280 Closed
GWS
540
Glassman Wealth Services
Virginia
– -$2K -241 Closed
SFSIG
541
San Francisco Sentry Investment Group
California
– -$2K -233 Closed
AIC
542
Ameritas Investment Company
Nebraska
– -$2K -204 Closed
SC
543
Steph & Co
Wisconsin
– -$2K -200 Closed
SMFS
544
Squar Milner Financial Services
California
– -$1K -171 Closed
BWM
545
BerganKDV Wealth Management
Minnesota
– -$1K -97 Closed
CAN
546
Claraphi Advisory Network
United States
– -$1K -77 Closed
WQ
547
Wealth Quarterback
New Jersey
– -$336 -37 Closed
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