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Invesco
IVZ

Overview Fund Activity

448 hedge funds and large institutions have $3.4B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 176 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-51
Holders Change %
-10.22%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
157
Reduced
176
Closed
112
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M

Top Buyers

1
TFM
Trian Fund Management
New York
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$521M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
$50.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38M
5
PP
Prudential plc
United Kingdom
$69.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$25.8M
3
Bank of America
Bank of America
North Carolina
$289M
4
CAG
Csenge Advisory Group
Florida
$0
5
BlackRock
BlackRock
New York
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.84M -$37.2K -3,455 -2%
RIL
127
Rothschild Investment LLC
Illinois
$1.83M +$717K +66,617 +65%
ACP
128
Aviance Capital Partners
Florida
$1.82M +$131K +12,151 +8%
IPW
129
Inlet Private Wealth
Florida
$1.8M -$17.2K -1,600 -0.9%
CI
130
CAZ Investments
Texas
$1.75M +$1.37M +127,269 +357%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$1.75M +$75.4K +7,008 +5%
DA
132
Duality Advisers
Florida
$1.75M +$1.75M +162,591 New
Canada Pension Plan Investment Board
133
Canada Pension Plan Investment Board
Ontario, Canada
$1.75M -$441K -41,015 -20%
SWP
134
Stratos Wealth Partners
Ohio
$1.74M +$1.09M +101,366 +169%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$1.73M -$29.2K -2,718 -2%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$1.63M – – –
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$1.63M +$1.63M +151,345 New
KCM
138
Kennedy Capital Management
Missouri
$1.63M +$1.63M +151,032 New
Twin Tree Management
139
Twin Tree Management
Texas
$1.58M -$1.37M -127,709 -47%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$1.53M -$210K -20,479 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
141
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.53M +$138K +12,800 +10%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$1.5M -$530K -49,302 -26%
DADC
143
D.A. Davidson & Co
Montana
$1.5M -$1.76M -163,875 -54%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$1.49M -$279K -25,905 -16%
APG Asset Management
145
APG Asset Management
Netherlands
$1.46M -$2.8M -292,811 -66%
RFC
146
Regions Financial Corp
Alabama
$1.38M -$18.3M -1,697,338 -93%
Aviva
147
Aviva
United Kingdom
$1.36M -$79.3K -7,371 -6%
Franklin Resources
148
Franklin Resources
California
$1.34M -$1.36M -129,175 -50%
SMDAM
149
Sumitomo Mitsui DS Asset Management
Japan
$1.31M -$193K -17,941 -13%
CWM
150
CIBC World Markets
New York
$1.28M +$174K +16,149 +16%
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