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Invesco
IVZ

Overview Fund Activity

529 hedge funds and large institutions have $6.83B invested in Invesco in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 210 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+8
Holders Change %
+1.54%
% of All Funds
11.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
70
Increased
210
Reduced
176
Closed
54
Calls
$162M
Puts
$38.3M
Net Calls
+$124M
Net Calls Change
+$85.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$568M
2
Federated Hermes
Federated Hermes
Pennsylvania
$147M
3
CCM
Crabel Capital Management
California
$51.1M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$40.4M
5
Fidelity International
Fidelity International
Bermuda
$86.8M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$276M
2
American Century Companies
American Century Companies
Missouri
$149M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$9K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$95.6M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$913K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$2.69M -$498K -24,338 -16%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$2.68M -$19.3K -945 -0.7%
AOWM
153
Alpha Omega Wealth Management
Virginia
$2.68M +$68K +3,323 +3%
PA
154
Prism Advisors
California
$2.63M -$206K -10,055 -7%
PA
155
Pinnacle Associates
New York
$2.63M -$31.5K -1,539 -1%
Wealthfront Advisers
156
Wealthfront Advisers
California
$2.63M +$589K +28,804 +29%
CA
157
Cullinan Associates
Kentucky
$2.56M +$241K +11,800 +10%
IIM
158
Intact Investment Management
Quebec, Canada
$2.55M – – –
SCM
159
Sterling Capital Management
North Carolina
$2.54M +$2.54M +123,931 New
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$2.52M +$524K +25,633 +26%
PWAG
161
Polaris Wealth Advisory Group
California
$2.5M +$2.5M +121,608 New
BOTW
162
Bank of the West
California
$2.49M +$134K +6,567 +6%
DADC
163
D.A. Davidson & Co
Montana
$2.48M -$26.6K -1,302 -1%
DnB Asset Management
164
DnB Asset Management
Norway
$2.44M +$1.48M +72,412 +155%
MA
165
MUFG Americas
New York
$2.32M +$164K +7,995 +8%
Comerica Bank
166
Comerica Bank
Texas
$2.27M +$417K +21,442 +22%
MIM
167
MetLife Investment Management
New Jersey
$2.26M -$50.5K -2,466 -2%
SEI Investments
168
SEI Investments
Pennsylvania
$2.22M -$1.84M -90,146 -45%
BCM
169
Brookstone Capital Management
Illinois
$2.21M +$2.21M +107,841 New
RJFSA
170
Raymond James Financial Services Advisors
Florida
$2.19M +$303K +14,826 +16%
ATPW
171
Ashton Thomas Private Wealth
Arizona
$2.17M +$335K +16,376 +18%
SCM
172
Stevens Capital Management
Pennsylvania
$2.15M +$2.15M +105,210 New
SWMG
173
Signature Wealth Management Group
Georgia
$2.13M -$16.4K -783 -0.8%
HCMT
174
Highland Capital Management (Tennessee)
Tennessee
$2.12M -$41.9K -2,050 -2%
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$2.04M +$213K +10,409 +12%
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