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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 %
WWM
551
Wagner Wealth Management
South Carolina
$1K – – –
PFSC
552
Peoples Financial Services Corp
Pennsylvania
$1K – – –
MCM
553
Mainstay Capital Management
Michigan
$1K – – –
BC
554
Bartlett & Co
Ohio
$1K +$1K +24 New
RWA
555
River Wealth Advisors
Pennsylvania
$1K +$1K +35 New
GTAM
556
Global Trust Asset Management
Florida
$1K +$714 +35 +250%
AF
557
Allworth Financial
California
$1K +$1K +35 New
NFG
558
Next Financial Group
Texas
$1K +$1K +43 New
IDBONY
559
Israel Discount Bank of New York
New York
$1K +$1K +60 New
JWA
560
JFS Wealth Advisors
Pennsylvania
$1K +$1K +65 New
BCWM
561
Bartlett & Co Wealth Management
Ohio
$549 +$549 +24 New
TAM
562
Todd Asset Management
Kentucky
– -$29.3M -1,101,968 Closed
ESCM
563
Echo Street Capital Management
New York
– -$18.9M -712,253 Closed
CTI
564
Community Trust & Investment
Kentucky
– -$13.5M -506,937 Closed
AIA
565
Avalon Investment & Advisory
Texas
– -$10.9M -408,963 Closed
ABTD
566
Arvest Bank Trust Division
Oklahoma
– -$9.34M -351,806 Closed
Hudson Bay Capital Management
567
Hudson Bay Capital Management
Connecticut
– -$5.45M -205,321 Closed
WAM
568
Wolverine Asset Management
Illinois
– -$4.65M -175,000 Closed
APG Asset Management
569
APG Asset Management
Netherlands
– -$3.8M -167,100 Closed
Envestnet Asset Management
570
Envestnet Asset Management
Illinois
– -$3.89M -146,354 Closed
Voloridge Investment Management
571
Voloridge Investment Management
Florida
– -$3.84M -144,447 Closed
EAM
572
EULAV Asset Management
Florida
– -$3.19M -120,000 Closed
SFI
573
Susquehanna Fundamental Investments
Pennsylvania
– -$1.99M -75,069 Closed
EP
574
Edgestream Partners
New Jersey
– -$1.72M -64,571 Closed
TA
575
Townsend & Associates
Colorado
– -$1.71M -64,537 Closed
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