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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
176
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.85M +$83K +4,300 +5%
CGT
177
Capital Guardian Trust
California
$1.84M – – –
LBC
178
Lowe Brockenbrough & Co
Virginia
$1.79M -$36.2K -1,872 -2%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$1.79M +$440K +22,789 +33%
Nomura Asset Management
180
Nomura Asset Management
Japan
$1.78M +$567K +29,342 +47%
XK
181
Xact Kapitalforvaltning
Sweden
$1.77M -$86.8K -4,494 -5%
ATPW
182
Ashton Thomas Private Wealth
Arizona
$1.74M +$1.74M +89,929 New
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$1.72M +$82.5K +4,276 +5%
N
184
Natixis
France
$1.68M +$1.68M +86,497 New
DekaBank Deutsche Girozentrale
185
DekaBank Deutsche Girozentrale
Germany
$1.66M +$325K +13,150 +24%
M&T Bank
186
M&T Bank
New York
$1.65M -$690K -35,721 -29%
SMDAM
187
Sumitomo Mitsui DS Asset Management
Japan
$1.65M +$1.09M +56,684 +197%
ABC
188
Associated Banc-Corp
Wisconsin
$1.62M +$42.8K +2,219 +3%
OAM
189
Oppenheimer Asset Management
New York
$1.61M +$293K +15,174 +22%
GIA
190
Gargoyle Investment Advisor
New Jersey
$1.61M – – –
SWP
191
Stratos Wealth Partners
Ohio
$1.59M -$58.7K -3,037 -4%
PT
192
Plimoth Trust
Massachusetts
$1.57M -$56.7K -2,935 -3%
TI
193
Trexquant Investment
Connecticut
$1.54M +$995K +51,549 +182%
CGH
194
Crossmark Global Holdings
Texas
$1.54M +$8.3K +430 +0.5%
DIA
195
Dean Investment Associates
Ohio
$1.54M +$240K +12,451 +19%
CA
196
Cetera Advisors
Colorado
$1.5M +$1.5M +77,375 New
TPSF
197
Texas Permanent School Fund
Texas
$1.49M -$106K -5,488 -7%
URS
198
Utah Retirement Systems
Utah
$1.48M +$16.9K +875 +1%
DLHL
199
Donald L. Hagan LLC
Florida
$1.47M +$1.47M +76,082 New
PP
200
Prospector Partners
Connecticut
$1.46M – – –
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