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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$451M
2
Federated Hermes
Federated Hermes
Pennsylvania
$116M
3
Citigroup
Citigroup
New York
$37.7M
4
KP
Kiltearn Partners
United Kingdom
$200M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$83.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$179M
2
TG
TCW Group
California
$8.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$127M
4
UBS Group
UBS Group
Switzerland
$235M
5
AQR Capital Management
AQR Capital Management
Connecticut
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Advisors Asset Management
Colorado
$5.82M -$1.06M -46,456 -15%
HighTower Advisors
127
HighTower Advisors
Illinois
$5.61M -$920K -40,162 -14%
EP
128
Elkfork Partners
Oregon
$5.55M +$3.76M +164,152 +209%
SGCA
129
Steel Grove Capital Advisors
Tennessee
$5.4M +$1.94M +84,782 +56%
GC
130
Guggenheim Capital
Illinois
$5.34M -$1.46M -63,731 -21%
AAF
131
Andra AP-fonden
Sweden
$5.33M -$622K -27,200 -10%
WTB
132
Washington Trust Bank
Washington
$5.2M +$178K +7,788 +4%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$4.94M -$291K -12,700 -6%
CSS
134
Cubist Systematic Strategies
Connecticut
$4.93M +$4.87M +212,950 +8,756%
OTPPB
135
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.87M +$4.87M +212,800 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$4.81M -$818K -35,736 -15%
Aberdeen Group
137
Aberdeen Group
United Kingdom
$4.78M +$27.9K +1,220 +0.6%
PA
138
Pinnacle Associates
New York
$4.71M -$387K -16,900 -8%
Korea Investment Corp
139
Korea Investment Corp
South Korea
$4.67M +$2.63M +115,107 +129%
LPL Financial
140
LPL Financial
California
$4.6M +$1.88M +82,076 +69%
NCM
141
Nelson Capital Management
California
$4.58M +$141K +6,145 +3%
GHCM
142
Glen Harbor Capital Management
California
$4.57M +$3.09M +135,184 +209%
CGT
143
Capital Guardian Trust
California
$4.57M -$6.94M -303,357 -60%
ProShare Advisors
144
ProShare Advisors
Maryland
$4.5M -$343K -14,991 -7%
Aviva
145
Aviva
United Kingdom
$4.48M -$143K -6,248 -3%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$4.45M +$1.51M +66,102 +51%
PP
147
Pegasus Partners
Wisconsin
$4.35M -$74.3K -3,246 -2%
BOTW
148
Bank of the West
California
$4.28M -$2.52M -109,955 -37%
TBA
149
Tower Bridge Advisors
Pennsylvania
$4.25M -$2.21M -96,409 -34%
BCM
150
Brookstone Capital Management
Illinois
$4.24M +$118K +5,177 +3%
4 5
6
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