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Invesco
IVZ

533 hedge funds and large institutions have $7.38B invested in Invesco in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 162 increasing their positions, 199 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $36.4M

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

42% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 66

36% more capital invested

Capital invested by funds: $5.44B → $7.38B (+$1.95B)

5% more funds holding

Funds holding: 509 → 533 (+24)

4.23% less ownership

Funds ownership: 67.87% → 63.65% (-4.2%)

19% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 199

Holders
533
Holders Change
+24
Holders Change %
+4.72%
% of All Funds
9.36%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
94
Increased
162
Reduced
199
Closed
66
Calls
$74.4M
Puts
$36.4M
Net Calls
+$37.9M
Net Calls Change
-$5.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$89.8M
2
Swedbank
Swedbank
Sweden
+$57.5M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$42M
4
Millennium Management
Millennium Management
New York
+$32.6M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$30.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$232M
2
PP
Prudential plc
United Kingdom
-$96.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$95.8M
4
Nomura Holdings
Nomura Holdings
Japan
-$84.7M
5
Morgan Stanley
Morgan Stanley
New York
-$50.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capstone Investment Advisors
576
Capstone Investment Advisors
New York
– -$49K -2,184 Closed
CAAS
577
Capital Asset Advisory Services
Michigan
– -$31K -1,772 Closed
AWG
578
Altus Wealth Group
Colorado
– -$27K -1,535 Closed
PWPS
579
Pinnacle Wealth Planning Services
Ohio
– -$26K -1,518 Closed
TPWA
580
TRUE Private Wealth Advisors
Oregon
– -$24K -1,425 Closed
PWM
581
Perigon Wealth Management
California
– -$21K -1,183 Closed
VRM
582
Vectors Research Management
New York
– -$19K -1,065 Closed
TI
583
tru Independence
Oregon
– -$16 -905 Closed
IA
584
Inspire Advisors
Idaho
– -$9K -539 Closed
SIAG
585
Safeguard Investment Advisory Group
California
– -$1K -100 Closed
CFB
586
Cullen/Frost Bankers
Texas
– -$1.52K -68 -79%
MLFP
587
MPS Loria Financial Planners
Illinois
– -$1K -53 Closed
TFGT
588
TS Financial Group (TSFG)
Illinois
– -$1K -40 Closed
BHWM
589
Bay Harbor Wealth Management
Maryland
– -$1K -34 Closed
MFT
590
Moisand Fitzgerald Tamayo
Florida
– -$1K -34 Closed
BFC
591
Bedel Financial Consulting
Indiana
– +$112 +5 New
CA
592
Clearstead Advisors
Ohio
– +$381 +17 New
AWM
593
Avior Wealth Management
Nebraska
– +$762 +34 New
20 21 22 23
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IVZ Hedge Fund Activity: Q1 2021 in Review

533 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2021, worth a combined $7.38B — up 36% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new IVZ positions and 66 closed out — a net gain of 28 holders — while 162 added to existing stakes and 199 trimmed.

The largest buyer was BlackRock, adding an estimated $89.8M. The largest seller was Bank of America, cutting an estimated $232M.

  • 533 institutional investors held Invesco (IVZ) as of Q1 2021, up from 509 in Q4 2020.
  • Funds reported $7.38B of Invesco stock for Q1 2021, up 36% quarter-over-quarter.
  • 94 funds opened new Invesco positions in Q1 2021 and 66 closed out, a net change of +28 holders.
  • The largest Invesco buyer in Q1 2021 was BlackRock, an estimated $89.8M added.
  • The largest Invesco seller in Q1 2021 was Bank of America, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2021.