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Invesco
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Overview Fund Activity

532 hedge funds and large institutions have $8.69B invested in Invesco in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 229 increasing their positions, 167 reducing their positions, and 45 closing their positions.

Holders
532
Holders Change
+16
Holders Change %
+3.1%
% of All Funds
14.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
67
Increased
229
Reduced
167
Closed
45
Calls
$62.3M
Puts
$20.2M
Net Calls
+$42M
Net Calls Change
-$10.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$520M
2
American Century Companies
2
American Century Companies
Missouri
$115M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.7M
4
BIM
4
BlackRock Investment Management
Delaware
$79.2M
5
Prudential Financial
5
Prudential Financial
New Jersey
$59.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
Ameriprise
2
Ameriprise
Minnesota
$190M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$293M
4
EVM
4
Eaton Vance Management
Massachusetts
$38.2M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
551
Sigma Planning Corp
Michigan
– – -11,586 Closed
RA
552
RFG Advisory
Alabama
– – -11,581 Closed
FCI
553
Financial Counselors Inc
Kansas
– – -10,296 Closed
QT
554
Quantbot Technologies
New York
– – -10,018 Closed
Susquehanna International Group
555
Susquehanna International Group
Pennsylvania
– – -9,850 Closed
KAM
556
Keeley Asset Management
Illinois
– – -9,650 Closed
DILH
557
Dai-ichi Life Holdings
Japan
– – -7,616 Closed
SCM
558
Suffolk Capital Management
New York
– – -7,459 Closed
SWP
559
Stratos Wealth Partners
Ohio
– – -7,350 Closed
FP
560
FDO Partners
Massachusetts
– – -7,218 Closed
CSM
561
Central Square Management
Illinois
– – -6,700 Closed
EMG
562
Ellington Management Group
Connecticut
– – -6,600 Closed
TNBTD
563
Trustmark National Bank Trust Department
Mississippi
– – -6,568 Closed
RFS
564
Rockefeller Financial Services
New York
– – -3,242 Closed
NC
565
Northpointe Capital
Michigan
– – -2,915 Closed
PAM
566
PartnerRe Asset Management
Connecticut
– – -2,773 Closed
SSB
567
Sandy Spring Bank
Maryland
– – -218 Closed
TFA
568
Transamerica Financial Advisors
Florida
– – -193 Closed
UFA
569
US Financial Advisors
Massachusetts
– – -103 Closed
DBT
570
Dubuque Bank & Trust
Iowa
– – -92 Closed
AP
571
Advisors Preferred
Maryland
– – -83 Closed
JWA
572
JFS Wealth Advisors
Pennsylvania
– – -60 Closed
GI
573
Gradient Investments
Minnesota
– – -21 Closed
ADL
574
Asset Dedication LLC
California
– – -12 Closed
DPA
575
Delphi Private Advisors
California
$0 12 – –
20 21 22
23
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