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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$437M
2
Renaissance Technologies
Renaissance Technologies
New York
$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$51.7M
4
Federated Hermes
Federated Hermes
Pennsylvania
$63.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$117M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$311M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M
4
Citadel Advisors
Citadel Advisors
Florida
$1.57M
5
GC
Guggenheim Capital
Illinois
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PLFAM
626
Pineno Levin & Ford Asset Management
Virginia
– -$227K -7,096 Closed
CFB
627
Cullen/Frost Bankers
Texas
– -$218K -6,807 Closed
W
628
Wealthfront
California
– -$214K -6,690 Closed
CA
629
Commerzbank Aktiengesellschaft
Germany
– -$210K -6,557 Closed
Susquehanna International Group
630
Susquehanna International Group
Pennsylvania
– -$208K -6,502 Closed
CSIC
631
Clifford Swan Investment Counsel
California
– -$208K -6,485 Closed
HFA
632
High Falls Advisors
New York
– -$206K -6,445 Closed
AC
633
Avestar Capital
New York
– -$136K -4,819 Closed
CWM
634
Catamount Wealth Management
Connecticut
– -$128K -4,000 Closed
TAM
635
Tiverton Asset Management
Delaware
– -$55K -1,705 Closed
IWM
636
IHT Wealth Management
Illinois
– -$49K -1,599 Closed
APP
637
Avantax Planning Partners
Iowa
– -$47K -1,467 Closed
CBT
638
Central Bank & Trust
Kentucky
– -$45K -1,415 Closed
FCAG
639
First Capital Advisors Group
New Jersey
– -$24K -738 Closed
MGIA
640
Moneta Group Investment Advisors
Missouri
– -$21K -650 Closed
BC
641
Bartlett & Co
Ohio
– -$20K -626 Closed
BCWM
642
Bartlett & Co Wealth Management
Ohio
– -$20K -626 Closed
BBHC
643
Brown Brothers Harriman & Co
New York
– -$19K -585 Closed
HR
644
Howe & Rusling
New York
– -$15K -480 Closed
SSB
645
Sandy Spring Bank
Maryland
– -$14K -445 Closed
PWAG
646
Polaris Wealth Advisory Group
California
– -$14K -425 Closed
CG
647
Cutler Group
California
– -$12K -400 Closed
WA
648
WealthTrust-Arizona
Arizona
– -$8K -263 Closed
AWA
649
Acorn Wealth Advisors
Michigan
– -$6K -195 Closed
AOWM
650
Alpha Omega Wealth Management
Virginia
– -$4K -140 Closed
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