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Invesco
IVZ

Overview Fund Activity

545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-20
Holders Change %
-3.54%
% of All Funds
13.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
49
Increased
225
Reduced
191
Closed
58
Calls
$54.9M
Puts
$27.4M
Net Calls
+$27.5M
Net Calls Change
-$24.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
3
BS
Banco Santander
Spain
$56.1M
4
Capital International Investors
Capital International Investors
California
$488M
5
Ameriprise
Ameriprise
Minnesota
$175M

Top Sellers

1
PI
Putnam Investments
Massachusetts
$82.9M
2
SSM
Sound Shore Management
Connecticut
$93M
3
Citadel Advisors
Citadel Advisors
Florida
$5.2M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
576
Jennison Associates
New York
– -$215K -6,100 Closed
Lido Advisors
577
Lido Advisors
California
– -$211K -6,000 Closed
GC
578
Gilbert & Cook
Iowa
– -$203K -5,780 Closed
ACM
579
Americafirst Capital Management
California
– -$193K -5,476 Closed
CMBA
580
C.M. Bidwell & Associates
Hawaii
– -$185K -5,245 Closed
ST
581
Sageworth Trust
Pennsylvania
– -$69K -1,950 Closed
AIM
582
Acrospire Investment Management
Illinois
– -$38K -1,067 Closed
PHK
583
Point72 Hong Kong
Hong Kong
– -$32K -921 Closed
SNT
584
Security National Trust
West Virginia
– -$28K -800 Closed
RAM
585
Riggs Asset Management
Pennsylvania
– -$25K -700 Closed
PFP
586
Pinnacle Financial Partners
Tennessee
– -$19K -538 Closed
BAM
587
Bruderman Asset Management
New York
– -$14K -391 Closed
MIM
588
Macroview Investment Management
Maryland
– -$14K -385 Closed
VWA
589
V Wealth Advisors
Kansas
– -$13K -364 Closed
OFW
590
Omnia Family Wealth
Florida
– -$12K -334 Closed
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$11K -315 Closed
PSUF
592
People's United Financial
Connecticut
– -$9K -250 Closed
NA
593
NewEdge Advisors
Louisiana
– -$7.51K -206 Closed
BBHC
594
Brown Brothers Harriman & Co
New York
– -$6K -175 Closed
HR
595
Howe & Rusling
New York
– -$6K -160 Closed
FC
596
Ferris Capital
Massachusetts
– -$5K -153 Closed
LYV
597
Live Your Vision
Pennsylvania
– -$3K -100 Closed
PFO
598
Pathstone Family Office
New Jersey
– -$3K -74 Closed
SIAP
599
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$2K -65 Closed
AAP
600
Arax Advisory Partners
Colorado
– -$2K -57 Closed
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