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Invesco
IVZ

Overview Fund Activity

521 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
11.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
75
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$128M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$35.2M
4
BlackRock
BlackRock
New York
$701M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$134M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$247M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$166K
4
Renaissance Technologies
Renaissance Technologies
New York
$18.7M
5
BA
Bridgewater Associates
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
151
CIBC Asset Management
Ontario, Canada
$2.56M +$1.37M +70,883 +115%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$2.55M -$54.1K -2,800 -2%
PA
153
Pinnacle Associates
New York
$2.51M -$200K -10,333 -7%
GFPC
154
Global Financial Private Capital
Florida
$2.46M -$73.3K -3,794 -3%
AOWM
155
Alpha Omega Wealth Management
Virginia
$2.46M +$489K +25,300 +25%
CIC
156
Cornercap Investment Counsel
Georgia
$2.42M +$413K +21,375 +21%
PP
157
Pegasus Partners
Wisconsin
$2.41M +$773K +40,045 +47%
IIM
158
Intact Investment Management
Quebec, Canada
$2.4M – – –
AAM
159
Advisors Asset Management
Colorado
$2.4M -$1.24M -64,185 -34%
DADC
160
D.A. Davidson & Co
Montana
$2.34M +$979K +51,218 +72%
BOTW
161
Bank of the West
California
$2.22M -$136K -7,038 -6%
WI
162
WBI Investments
New Jersey
$2.22M +$840K +43,516 +61%
SOMRS
163
State of Michigan Retirement System
Michigan
$2.21M -$63.7K -3,300 -3%
CA
164
Cullinan Associates
Kentucky
$2.19M +$1.26M +65,200 +136%
MIM
165
MetLife Investment Management
New Jersey
$2.18M -$91.6K -4,743 -4%
CAI
166
Capital Advisors Inc
Oklahoma
$2.04M -$5.58M -289,166 -73%
HCMT
167
Highland Capital Management (Tennessee)
Tennessee
$2.04M +$119K +6,140 +6%
MA
168
MUFG Americas
New York
$2.03M +$198K +10,244 +11%
Comerica Bank
169
Comerica Bank
Texas
$1.99M +$113K +5,440 +6%
SWMG
170
Signature Wealth Management Group
Georgia
$1.98M -$3.13K -162 -0.2%
ProShare Advisors
171
ProShare Advisors
Maryland
$1.93M -$1.87M -96,619 -49%
Wealthfront Advisers
172
Wealthfront Advisers
California
$1.92M -$195K -10,122 -9%
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$1.92M -$140K -7,241 -7%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$1.88M +$21.7K +1,126 +1%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$1.88M +$123K +6,358 +7%
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