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Invesco
IVZ

Overview Fund Activity

448 hedge funds and large institutions have $3.4B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 157 increasing their positions, 176 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-51
Holders Change %
-10.22%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
157
Reduced
176
Closed
112
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M

Top Buyers

1
TFM
Trian Fund Management
New York
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$521M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
$50.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38M
5
PP
Prudential plc
United Kingdom
$69.8M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$25.8M
3
Bank of America
Bank of America
North Carolina
$289M
4
CAG
Csenge Advisory Group
Florida
$0
5
BlackRock
BlackRock
New York
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$883K +$147K +13,686 +20%
CAN
177
Cetera Advisor Networks
California
$882K +$151K +14,006 +21%
SC
178
Scotia Capital
Ontario, Canada
$870K +$870K +80,839 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$859K -$768K -71,409 -47%
SAM
180
Secure Asset Management
Michigan
$834K -$11.4K -1,062 -1%
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$832K -$109K -10,139 -12%
DnB Asset Management
182
DnB Asset Management
Norway
$829K -$411K -38,200 -33%
Man Group
183
Man Group
United Kingdom
$818K +$694K +64,453 +558%
TC
184
Truvestments Capital
Florida
$799K +$350K +32,540 +78%
AIA
185
AGF Investments America
Ontario, Canada
$798K +$27K +2,510 +4%
MA
186
MUFG Americas
New York
$790K -$260K -24,126 -25%
MCM
187
Mork Capital Management
California
$790K – – –
TD Asset Management
188
TD Asset Management
Ontario, Canada
$788K -$440K -40,867 -36%
WBC
189
Westpac Banking Corp
Australia
$784K -$47.3K -4,400 -6%
RIM
190
Redwood Investment Management
Arizona
$773K +$773K +71,857 New
URS
191
Utah Retirement Systems
Utah
$771K -$9.68K -900 -1%
TC
192
Trilogy Capital
California
$768K +$176K +17,131 +30%
Allianz Asset Management
193
Allianz Asset Management
Germany
$761K -$869K -80,817 -53%
SAM
194
Shell Asset Management
Netherlands
$748K -$2.48M -230,270 -77%
DA
195
Denali Advisors
California
$740K – – –
PA
196
Pinnacle Associates
New York
$725K -$28.3K -2,631 -4%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$719K +$29.8K +2,770 +4%
TPSF
198
Texas Permanent School Fund
Texas
$713K -$14.3K -1,327 -2%
MNBTD
199
Moody National Bank Trust Division
Texas
$711K +$711K +66,085 New
ANI
200
American National Insurance
Texas
$710K +$710K +65,960 New
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