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Invesco
IVZ

Overview Fund Activity

505 hedge funds and large institutions have $5.43B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
109
Increased
147
Reduced
184
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
Millennium Management
Millennium Management
New York
$47.4M
3
MSE
MUFG Securities EMEA
United Kingdom
$30M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.1M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$25.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$217M
2
Nomura Holdings
Nomura Holdings
Japan
$68.6M
3
PP
Prudential plc
United Kingdom
$83.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
5
Vanguard Group
Vanguard Group
Pennsylvania
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFA
126
Gifford Fong Associates
California
$3.23M – – –
AFWM
127
AMJ Financial Wealth Management
Virginia
$3.23M +$3.23M +185,214 New
RIL
128
Rothschild Investment LLC
Illinois
$3.22M +$57.4K +3,293 +2%
CAM
129
Cacti Asset Management
Georgia
$3.19M +$3.19M +184,213 New
PCM
130
Palouse Capital Management
Washington
$3.04M -$2.4M -137,707 -44%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$3.02M +$746K +42,893 +33%
CB
132
Cadence Bank
Mississippi
$2.99M -$1.63M -93,418 -35%
SO
133
STRS Ohio
Ohio
$2.9M +$1.07M +61,341 +58%
Rafferty Asset Management
134
Rafferty Asset Management
New York
$2.83M +$370K +21,216 +15%
CI
135
CAZ Investments
Texas
$2.8M -$40.1K -2,300 -1%
ACP
136
Aviance Capital Partners
Florida
$2.77M -$11.2K -641 -0.4%
Wealthfront Advisers
137
Wealthfront Advisers
California
$2.74M +$335K +19,195 +14%
RJA
138
Raymond James & Associates
Florida
$2.73M -$208K -11,932 -7%
GF
139
Gabelli Funds
New York
$2.7M – – –
VOYA Investment Management
140
VOYA Investment Management
Georgia
$2.7M -$207K -11,873 -7%
CWM
141
CIBC World Markets
New York
$2.64M +$333K +19,118 +14%
Retirement Systems of Alabama
142
Retirement Systems of Alabama
Alabama
$2.64M -$8.44K -484 -0.3%
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$2.64M -$11.3M -647,414 -81%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$2.51M -$816K -46,789 -25%
PI
145
PEAK6 Investments
Illinois
$2.44M +$1.07M +61,443 +78%
Jane Street
146
Jane Street
New York
$2.44M -$5.83M -334,709 -70%
IMA
147
Investment Management Associates
Colorado
$2.42M +$2.42M +138,691 New
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$2.42M +$5.75K +330 +0.2%
Marshall Wace
149
Marshall Wace
United Kingdom
$2.42M +$2.42M +138,577 New
Caisse de Depot et Placement du Quebec (CDPQ)
150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.4M – – –
4 5
6
7 8