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Invesco
IVZ

Overview Fund Activity

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M

Top Buyers

1
BlackRock
1
BlackRock
New York
$982M
2
KP
2
Kiltearn Partners
United Kingdom
$128M
3
Citadel Advisors
3
Citadel Advisors
Florida
$113M
4
American Century Companies
4
American Century Companies
Missouri
$276M
5
UBS Group
5
UBS Group
Switzerland
$570M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$204M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.28M
3
DCP
3
DSM Capital Partners
Florida
$736K
4
Invesco
4
Invesco
Georgia
$0
5
CS
5
Credit Suisse
Switzerland
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$4.97M +$4.75M +154,945 +2,166%
MPM
152
Meritage Portfolio Management
Kansas
$4.87M -$309K -10,100 -6%
CA
153
Cullinan Associates
Kentucky
$4.65M +$110K +3,600 +2%
TD Asset Management
154
TD Asset Management
Ontario, Canada
$4.56M -$49K -1,600 -1%
Squarepoint
155
Squarepoint
New York
$4.44M +$3.53M +115,136 +387%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$4.41M -$222K -7,257 -5%
HCMT
157
Highland Capital Management (Tennessee)
Tennessee
$4.3M +$160K +5,233 +4%
Victory Capital Management
158
Victory Capital Management
Texas
$4.28M -$67.4M -2,199,004 -94%
AMI
159
Amica Mutual Insurance
Rhode Island
$4.25M – – –
TAM
160
Tealwood Asset Management
Minnesota
$4.11M +$126K +4,099 +3%
ASRS
161
Arizona State Retirement System
Arizona
$4.1M -$33.7K -1,100 -0.8%
SOMRS
162
State of Michigan Retirement System
Michigan
$4.06M -$30.6K -1,000 -0.7%
SB
163
Suntrust Banks
Georgia
$4.05M -$1.57M -51,186 -28%
AP
164
AHL Partners
United Kingdom
$4.04M +$4.04M +131,986 New
EVM
165
Eaton Vance Management
Massachusetts
$3.99M -$8.09K -264 -0.2%
EAM
166
EULAV Asset Management
Florida
$3.83M +$1.07M +35,000 +39%
LG
167
Leuthold Group
Minnesota
$3.78M -$84K -2,741 -2%
Millennium Management
168
Millennium Management
New York
$3.77M -$6.8M -222,044 -64%
LBC
169
Lowe Brockenbrough & Co
Virginia
$3.76M -$186K -6,074 -5%
ProShare Advisors
170
ProShare Advisors
Maryland
$3.73M +$82.5K +2,692 +2%
SW
171
SVB Wealth
Massachusetts
$3.72M +$1.03M +33,602 +38%
AIM
172
Achmea Investment Management
Netherlands
$3.71M +$3.71M +121,028 New
PAIM
173
Punch & Associates Investment Management
Minnesota
$3.64M +$27.6K +901 +0.8%
TPSF
174
Texas Permanent School Fund
Texas
$3.61M -$137K -4,468 -4%
CCM
175
Channing Capital Management
Illinois
$3.58M -$481K -15,702 -12%
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7
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