IVZ icon

Invesco
IVZ

Overview Fund Activity

521 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
11.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
75
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$128M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$35.2M
4
BlackRock
BlackRock
New York
$701M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$134M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$247M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$166K
4
Renaissance Technologies
Renaissance Technologies
New York
$18.7M
5
BA
Bridgewater Associates
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
576
Compagnie Lombard Odier SCmA
Switzerland
– -$14K -808 Closed
AIC
577
Ameritas Investment Company
Nebraska
– -$9K -544 Closed
WANY
578
Wealthspire Advisors (New York)
New York
– -$9K -535 Closed
MOS
579
MGO One Seven
Ohio
– -$7K -459 Closed
IFAM
580
Institutional & Family Asset Management
Colorado
– -$6K -368 Closed
VCM
581
Vigilant Capital Management
Maine
– -$5K -300 Closed
THWM
582
Taylor Hoffman Wealth Management
Virginia
– -$3K -205 Closed
CBT
583
Capital Bank & Trust
California
– -$3K -203 Closed
DBT
584
Dubuque Bank & Trust
Iowa
– -$3K -195 Closed
FTI
585
Fiduciary Trust International
Massachusetts
– -$2K -122 Closed
FRA
586
Front Row Advisors
California
– -$2K -115 Closed
TCOV
587
Trust Company of Vermont
Vermont
– -$1K -88 Closed
JFA
588
JNBA Financial Advisors
Minnesota
– -$1K -71 Closed
CA
589
Claro Advisors
Massachusetts
– -$1K -64 Closed
DWM
590
Destination Wealth Management
California
– -$1K -50 Closed
CAC
591
Certified Advisory Corp
Florida
– -$1K -45 Closed
RWA
592
River Wealth Advisors
Pennsylvania
– -$1K -35 Closed
TI
593
Truehand Inc
New Hampshire
– -$1K -34 Closed
PWMG
594
Prestige Wealth Management Group
New Jersey
– -$1K -32 Closed
20 21 22 23
24