IVZ icon

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.

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

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$247M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$22.3M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$166K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$18.7M
5
BA
5
Bridgewater Associates
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$867M 44,888,502 +439,630 +1%
BlackRock
2
BlackRock
New York
$701M 36,286,388 +1,299,090 +4%
State Street
3
State Street
Massachusetts
$363M 18,790,663 +328,812 +2%
Bank of America
4
Bank of America
North Carolina
$321M 16,646,361 +574,290 +4%
American Century Companies
5
American Century Companies
Missouri
$247M 12,767,572 -2,460,881 -16%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$187M 9,700,379 -391,684 -4%
KP
7
Kiltearn Partners
United Kingdom
$161M 8,321,477 -677,220 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$134M 6,945,341 +1,060,834 +18%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$128M 6,628,207 +1,580,261 +31%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$126M 6,527,859 +2,312,927 +55%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$109M 5,629,243 +32,724 +0.6%
Ameriprise
12
Ameriprise
Minnesota
$88.1M 4,554,353 +401,552 +10%
Morgan Stanley
13
Morgan Stanley
New York
$85.6M 4,432,731 +465,566 +12%
Northern Trust
14
Northern Trust
Illinois
$85.5M 4,427,400 -5,865 -0.1%
Goldman Sachs
15
Goldman Sachs
New York
$85.2M 4,409,916 -760,530 -15%
Federated Hermes
16
Federated Hermes
Pennsylvania
$77M 3,989,550 -1,463,744 -27%
Norges Bank
17
Norges Bank
Norway
$74.1M 3,838,141 – –
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$70.3M 3,640,776 -1,239,756 -25%
PPA
19
Parametric Portfolio Associates
Washington
$65.4M 3,384,323 +636,052 +23%
Deutsche Bank
20
Deutsche Bank
Germany
$63.5M 3,290,924 -163,919 -5%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$58.8M 3,046,998 -156,728 -5%
AAMU
22
Amundi Asset Management US
Massachusetts
$52.6M 2,721,851 +28,040 +1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$51.3M 2,655,480 -593,480 -18%
Charles Schwab
24
Charles Schwab
California
$51.1M 2,648,110 +154,476 +6%
Pzena Investment Management
25
Pzena Investment Management
New York
$51.1M 2,645,891 +15,349 +0.6%
1
2 3 4 5