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Invesco
IVZ

Overview Fund Activity

505 hedge funds and large institutions have $5.43B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
109
Increased
147
Reduced
184
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
Millennium Management
Millennium Management
New York
$47.4M
3
MSE
MUFG Securities EMEA
United Kingdom
$30M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.1M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$217M
2
Nomura Holdings
Nomura Holdings
Japan
$68.6M
3
PP
Prudential plc
United Kingdom
$83.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
5
Vanguard Group
Vanguard Group
Pennsylvania
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
526
Ahrens Investment Partners
Louisiana
– -$156K -13,700 Closed
KeyBank National Association
527
KeyBank National Association
Ohio
– -$155K -13,611 Closed
MIS
528
Morningstar Investment Services
Illinois
– -$147K -12,880 Closed
JIC
529
Johnson Investment Counsel
Ohio
– -$136K -11,952 Closed
BBVA
530
Banco Bilbao Vizcaya Argentaria
Spain
– -$133K -11,666 Closed
BIC
531
Beach Investment Counsel
Pennsylvania
– -$128K -11,196 Closed
PT
532
Plimoth Trust
Massachusetts
– -$120K -10,495 Closed
CG
533
Cutler Group
California
– -$69K -6,094 Closed
QWM
534
QP Wealth Management
New Jersey
– -$1.24M -4,444 Closed
CLOS
535
Compagnie Lombard Odier SCmA
Switzerland
– -$33K -2,935 Closed
FHA
536
Flagship Harbor Advisors
Massachusetts
– -$29K -2,600 Closed
CA
537
Crewe Advisors
Utah
– -$29K -2,553 Closed
CCM
538
Chiron Capital Management
Florida
– -$17K -1,500 Closed
JC
539
JBF Capital
Colorado
– -$11K -1,000 Closed
ST
540
Sageworth Trust
Pennsylvania
– -$7K -650 Closed
OSNBOA
541
Old Second National Bank of Aurora
Illinois
– -$7K -600 Closed
AF
542
Allworth Financial
California
– -$3K -305 Closed
FFA
543
Founders Financial Alliance
North Carolina
– -$3K -268 Closed
CFD
544
Creative Financial Designs
Indiana
– -$3K -243 Closed
CHAM
545
Clear Harbor Asset Management
Connecticut
– -$2.28K -200 Closed
PFWA
546
Paces Ferry Wealth Advisors
Georgia
– -$2K -187 Closed
BCWM
547
Bartlett & Co Wealth Management
Ohio
– -$1.86K -163 Closed
BC
548
Bartlett & Co
Ohio
– -$2K -163 Closed
WAS
549
Winch Advisory Services
Wisconsin
– -$2K -152 Closed
PFS
550
Prospera Financial Services
Texas
– -$1K -86 Closed
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