IVZ icon

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 %
ARMT
551
Amica Retiree Medical Trust
Rhode Island
– -$190K -9,262 Closed
DSC
552
Duncker Streett & Co
Missouri
– -$100K -4,886 Closed
MC
553
Machina Capital
France
– -$71K -3,456 Closed
Korea Investment Corp
554
Korea Investment Corp
South Korea
– -$68K -3,300 Closed
OIA
555
OneDigital Investment Advisors
Kansas
– -$62K -3,012 Closed
NL
556
NVWM LLC
Pennsylvania
– -$48K -2,350 Closed
IWM
557
IHT Wealth Management
Illinois
– -$362K -1,936 Closed
TPWA
558
TRUE Private Wealth Advisors
Oregon
– -$29K -1,425 Closed
MCM
559
Manchester Capital Management
Vermont
– -$27K -1,339 Closed
PCP
560
Proficio Capital Partners
Massachusetts
– -$23K -1,138 Closed
CAW
561
Cornerstone Advisors (Washington)
Washington
– -$19K -930 Closed
ESB
562
Essex Savings Bank
Connecticut
– -$17K -816 Closed
Lazard Asset Management
563
Lazard Asset Management
New York
– -$15K -750 Closed
AIM
564
Arcadia Investment Management
Michigan
– -$13K -650 Closed
YWP
565
YorkBridge Wealth Partners
New York
– -$12K -606 Closed
LA
566
Legacy Advisors
Pennsylvania
– -$12K -600 Closed
SIM
567
Sonora Investment Management
Arizona
– -$11K -526 Closed
CWA
568
Clarus Wealth Advisors
Arizona
– -$5K -231 Closed
AC
569
Avestar Capital
New York
– -$3K -208 Closed
SMFS
570
Squar Milner Financial Services
California
– -$3K -171 Closed
CQS
571
Credential Qtrade Securities
– -$2.93K -143 Closed
AWM
572
Avior Wealth Management
Nebraska
– -$2K -110 Closed
GAM
573
Griffin Asset Management
New York
– -$2K -105 Closed
EWA
574
Evolution Wealth Advisors
Florida
– -$2K -101 Closed
DWM
575
Doyle Wealth Management
Florida
– -$2K -92 Closed
20 21 22
23
24