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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 %
Citadel Advisors
101
Citadel Advisors
Florida
$5.58M -$3M -155,155 -35%
UR
102
USCA RIA
Texas
$5.28M +$3.73M +193,347 +241%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$5.04M +$644K +33,368 +15%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$5.04M -$4.69M -242,900 -48%
AAF
105
Andra AP-fonden
Sweden
$5M +$5M +259,100 New
Millennium Management
106
Millennium Management
New York
$4.8M +$3.74M +193,623 +353%
IPW
107
Inlet Private Wealth
Florida
$4.79M +$1.58M +81,800 +49%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$4.78M +$1.76M +90,918 +58%
MCIM
109
Meadow Creek Investment Management
Georgia
$4.73M +$1.35M +70,158 +40%
Rafferty Asset Management
110
Rafferty Asset Management
New York
$4.58M +$3.22M +166,504 +236%
JAM
111
Jolley Asset Management
North Carolina
$4.51M +$127K +6,569 +3%
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$4.34M -$3.76M -194,573 -46%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$4.33M -$22.3M -1,155,500 -84%
LPL Financial
114
LPL Financial
California
$4.31M +$431K +22,337 +11%
MSV
115
MN Services Vermogensbeheer
Netherlands
$4.29M – – –
CB
116
Cadence Bank
Mississippi
$4.25M +$105K +5,443 +3%
SB
117
Suntrust Banks
Georgia
$4.24M +$674K +34,917 +19%
SO
118
STRS Ohio
Ohio
$4.15M +$1.6M +83,000 +63%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$3.98M +$26.5K +1,372 +0.7%
AC
120
Allstate Corporation
Illinois
$3.94M +$281K +14,556 +8%
PAMU
121
Pictet Asset Management (UK)
United Kingdom
$3.85M -$65.7K -3,400 -2%
SEI Investments
122
SEI Investments
Pennsylvania
$3.84M -$2.03M -105,155 -35%
CA
123
Continental Advisors
Utah
$3.83M -$1.17M -60,394 -23%
RCM
124
Riverhead Capital Management
Delaware
$3.8M +$1.08M +56,150 +40%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$3.7M -$869K -45,000 -19%
3 4
5
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