IVZ icon

Invesco
IVZ

Overview Fund Activity

454 hedge funds and large institutions have $3.75B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
9.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
59
Increased
147
Reduced
181
Closed
52
Calls
$26.3M
Puts
$26.5M
Net Calls
-$182K
Net Calls Change
+$1.15M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$419M
2
Nomura Holdings
2
Nomura Holdings
Japan
$104M
3
PP
3
Prudential plc
United Kingdom
$90.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$55.1M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$10.8M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$101M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$521M
3
BlackRock
3
BlackRock
New York
$396M
4
Fidelity International
4
Fidelity International
Bermuda
$6.67M
5
KBC Group
5
KBC Group
Belgium
$464K
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$5.34M +$196K +17,214 +4%
CA
77
Continental Advisors
Utah
$5.21M -$531K -46,510 -9%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$5.1M – – –
HSBC Holdings
79
HSBC Holdings
United Kingdom
$4.77M +$447K +38,879 +10%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$4.76M -$155K -13,600 -3%
WorldQuant Millennium Advisors
81
WorldQuant Millennium Advisors
New York
$4.61M +$22.9K +2,010 +0.5%
WAS
82
Wesleyan Assurance Society
United Kingdom
$4.61M – – –
IF
83
Insight Folios
North Carolina
$4.01M +$261K +22,850 +7%
Franklin Resources
84
Franklin Resources
California
$3.68M +$2.22M +194,507 +153%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$3.59M +$106K +9,306 +3%
ACI
86
AMP Capital Investors
Australia
$3.58M +$2.22M +194,053 +163%
GIM
87
Greenwich Investment Management
Connecticut
$3.56M -$940K -82,420 -21%
PCM
88
Palouse Capital Management
Washington
$3.56M -$555K -48,654 -13%
Asset Management One
89
Asset Management One
Japan
$3.54M +$131K +11,517 +4%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$3.51M +$3.51M +307,220 +64,004%
Truist Financial
91
Truist Financial
North Carolina
$3.33M -$2.58M -225,821 -44%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$3.33M +$535K +45,166 +19%
Canada Life
93
Canada Life
Manitoba, Canada
$3.13M -$604K -52,976 -16%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$3.1M -$268K -23,498 -8%
AIM
95
Achmea Investment Management
Netherlands
$3.08M +$16.6K +1,458 +0.5%
Group One Trading
96
Group One Trading
Illinois
$3.07M +$1.99M +174,649 +186%
CB
97
Cadence Bank
Mississippi
$3.02M -$17.5K -1,534 -0.6%
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$3M -$675K -56,985 -18%
V
99
ValueWorks
New York
$2.98M -$224K -19,623 -7%
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
$2.93M +$672K +58,878 +30%
2 3
4
5 6