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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$101M
2
Vanguard Group
Vanguard Group
Pennsylvania
$521M
3
BlackRock
BlackRock
New York
$396M
4
Fidelity International
Fidelity International
Bermuda
$6.67M
5
KBC Group
KBC Group
Belgium
$464K
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
126
CAZ Investments
Texas
$1.86M -$2.28K -200 -0.1%
GC
127
Guggenheim Capital
Illinois
$1.85M -$848K -74,294 -31%
ACP
128
Aviance Capital Partners
Florida
$1.82M -$112K -9,815 -6%
GF
129
Gabelli Funds
New York
$1.77M -$228K -20,000 -11%
Retirement Systems of Alabama
130
Retirement Systems of Alabama
Alabama
$1.73M -$104K -9,140 -6%
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$1.72M -$601K -52,650 -26%
SG Americas Securities
132
SG Americas Securities
New York
$1.71M +$1.17M +102,933 +218%
DA
133
Duality Advisers
Florida
$1.7M -$155K -13,571 -8%
Rafferty Asset Management
134
Rafferty Asset Management
New York
$1.61M +$387K +33,904 +32%
CSS
135
Cubist Systematic Strategies
Connecticut
$1.61M -$416K -36,424 -21%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$1.58M -$1.48K -130 -0.1%
Wealthfront Advisers
137
Wealthfront Advisers
California
$1.57M +$477K +41,782 +44%
Caisse de Depot et Placement du Quebec (CDPQ)
138
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.57M -$47.9K -4,200 -3%
CWM
139
CIBC World Markets
New York
$1.51M +$148K +12,942 +11%
FAF
140
Fjarde Ap-fonden
Sweden
$1.49M -$651K -57,000 -30%
ONB
141
Old National Bancorp
Indiana
$1.49M +$140K +12,241 +10%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$1.49M -$646K -56,679 -30%
APG Asset Management
143
APG Asset Management
Netherlands
$1.48M – – –
DADC
144
D.A. Davidson & Co
Montana
$1.41M -$178K -15,611 -11%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$1.38M -$214K -18,714 -13%
JPMPWA
146
J.P. Morgan Private Wealth Advisors
California
$1.37M -$1.97M -172,804 -59%
ASRS
147
Arizona State Retirement System
Arizona
$1.35M +$329K +28,819 +32%
Wellington Management Group
148
Wellington Management Group
Massachusetts
$1.32M +$371K +32,547 +39%
Stifel Financial
149
Stifel Financial
Missouri
$1.27M -$1.43M -125,197 -53%
MIG
150
McGuire Investment Group
Rhode Island
$1.27M +$25.3K +2,222 +2%
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