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Invesco
IVZ

Overview Fund Activity

454 hedge funds and large institutions have $3.75B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 52 closing their positions.

Holders
454
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
59
Increased
147
Reduced
181
Closed
52
Calls
$26.3M
Puts
$26.5M
Net Calls
-$182K
Net Calls Change
+$1.15M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$419M
2
Nomura Holdings
2
Nomura Holdings
Japan
$104M
3
PP
3
Prudential plc
United Kingdom
$90.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$55.1M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$10.8M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$101M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$521M
3
BlackRock
3
BlackRock
New York
$396M
4
Fidelity International
4
Fidelity International
Bermuda
$6.67M
5
KBC Group
5
KBC Group
Belgium
$464K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$521M 45,692,776 -2,696,338 -6%
TFM
2
Trian Fund Management
New York
$419M 36,739,343 +14,712,352 +67%
BlackRock
3
BlackRock
New York
$396M 34,702,569 -1,754,259 -5%
Bank of America
4
Bank of America
North Carolina
$308M 27,025,840 +126,046 +0.5%
State Street
5
State Street
Massachusetts
$219M 19,162,815 +34,684 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$115M 10,085,646 +576,373 +6%
Nomura Holdings
7
Nomura Holdings
Japan
$104M 9,119,228 +9,107,404 +77,025%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$101M 8,873,186 -2,987,225 -25%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$91.6M 8,016,981 -122,397 -2%
PP
10
Prudential plc
United Kingdom
$90.1M 7,894,321 +1,405,347 +22%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$60.6M 5,299,157 +3,254 +0.1%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$55.1M 4,828,561 +1,299,856 +37%
Pzena Investment Management
13
Pzena Investment Management
New York
$51.6M 4,520,066 +342,305 +8%
Northern Trust
14
Northern Trust
Illinois
$50M 4,384,629 +100,956 +2%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$48.3M 4,235,799 -480,460 -10%
Norges Bank
16
Norges Bank
Norway
$45.5M 3,987,731 -248,221 -6%
KP
17
Kiltearn Partners
United Kingdom
$40.5M 3,545,977 -538,000 -13%
Goldman Sachs
18
Goldman Sachs
New York
$39.9M 3,495,358 +15,574 +0.4%
PPA
19
Parametric Portfolio Associates
Washington
$39.5M 3,465,557 -378,078 -10%
Charles Schwab
20
Charles Schwab
California
$31.9M 2,795,064 -64,513 -2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$28.1M 2,463,088 -184,683 -7%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$23.9M 2,096,944 -299,869 -13%
AII
23
AGF Investments Inc
Ontario, Canada
$21.9M 1,918,159 +17,342 +0.9%
Deutsche Bank
24
Deutsche Bank
Germany
$20.3M 1,781,835 +66,113 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$19.6M 1,719,482 -934,670 -35%
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