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Invesco
IVZ

Overview Fund Activity

549 hedge funds and large institutions have $7.21B invested in Invesco in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-3
Holders Change %
-0.54%
% of All Funds
9.64%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
62
Increased
191
Reduced
214
Closed
56
Calls
$55.4M
Puts
$39.9M
Net Calls
+$15.5M
Net Calls Change
-$1.1M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$152M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$48.6M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$33.1M
4
Bank of America
4
Bank of America
North Carolina
$79.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$32.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$406M
2
MSE
2
MUFG Securities EMEA
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$37.5M
4
BlackRock
4
BlackRock
New York
$929M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
126
AMJ Financial Wealth Management
Virginia
$5.48M +$628K +26,030 +13%
CEI
127
Clark Estates Inc
New York
$5.47M – – –
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.41M -$151K -6,267 -3%
LOPW
129
Live Oak Private Wealth
North Carolina
$5.32M +$571K +23,687 +12%
PCM
130
Poehling Capital Management
Wisconsin
$5.22M -$158K -6,547 -3%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$5.09M +$702K +28,883 +16%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$5.05M -$759K -31,480 -13%
Stifel Financial
133
Stifel Financial
Missouri
$4.94M +$1.39M +57,538 +39%
Acadian Asset Management
134
Acadian Asset Management
Massachusetts
$4.89M +$3.45M +142,992 +239%
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$4.83M -$1.14M -47,455 -19%
AIM
136
Achmea Investment Management
Netherlands
$4.73M +$37.4K +1,551 +0.8%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$4.57M +$1.32M +54,928 +41%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$4.55M -$726K -30,103 -14%
PAMS
139
Pictet Asset Management (Switzerland)
Switzerland
$4.52M +$4.52M +187,461 New
HighTower Advisors
140
HighTower Advisors
Illinois
$4.51M +$3.57M +148,211 +381%
Rafferty Asset Management
141
Rafferty Asset Management
New York
$4.49M -$1.01M -41,811 -18%
PCM
142
Palouse Capital Management
Washington
$4.48M +$389K +16,126 +10%
GFA
143
Gifford Fong Associates
California
$4.47M – – –
BA
144
Bridgewater Associates
Connecticut
$4.44M +$1.05M +43,735 +31%
NIPH
145
NN Investment Partners Holdings
Netherlands
$4.42M +$667K +27,662 +18%
Macquarie Group
146
Macquarie Group
Australia
$4.4M +$1M +41,512 +29%
SO
147
STRS Ohio
Ohio
$4.32M +$83.1K +3,448 +2%
Asset Management One
148
Asset Management One
Japan
$4.3M -$167K -6,906 -4%
GC
149
Guggenheim Capital
Illinois
$4.3M +$506 +21 +0%
EGM
150
Engineers Gate Manager
New York
$4.29M +$4.29M +178,035 New
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