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Invesco
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Overview Fund Activity

505 hedge funds and large institutions have $5.43B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 53 closing their positions.

Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
8.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
109
Increased
147
Reduced
184
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
Millennium Management
2
Millennium Management
New York
$47.4M
3
MSE
3
MUFG Securities EMEA
United Kingdom
$30M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$25.1M
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$25.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$217M
2
Nomura Holdings
2
Nomura Holdings
Japan
$68.6M
3
PP
3
Prudential plc
United Kingdom
$83.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$105M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$752M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$752M 43,137,387 -2,555,389 -6%
TFM
2
Trian Fund Management
New York
$640M 36,739,343 – –
BlackRock
3
BlackRock
New York
$619M 35,541,431 +838,862 +2%
State Street
4
State Street
Massachusetts
$348M 19,977,416 +814,601 +4%
Bank of America
5
Bank of America
North Carolina
$217M 12,447,616 -14,578,224 -54%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$177M 10,156,065 +70,419 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$138M 7,901,241 -115,740 -1%
Morgan Stanley
8
Morgan Stanley
New York
$113M 6,456,193 +4,752,127 +279%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$105M 6,011,841 -2,861,345 -32%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$84.3M 4,835,939 +7,378 +0.2%
PP
11
Prudential plc
United Kingdom
$83.3M 4,781,879 -3,112,442 -39%
Northern Trust
12
Northern Trust
Illinois
$75.2M 4,315,947 -68,682 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$69.8M 4,004,888 -1,294,269 -24%
KP
14
Kiltearn Partners
United Kingdom
$69M 3,959,177 +413,200 +12%
Nomura Holdings
15
Nomura Holdings
Japan
$68.6M 3,937,589 -5,181,639 -57%
Norges Bank
16
Norges Bank
Norway
$67.9M 3,896,721 -91,010 -2%
Pzena Investment Management
17
Pzena Investment Management
New York
$64.3M 3,687,679 -832,387 -18%
LBA
18
Letko, Brosseau & Associates
Quebec, Canada
$62M 3,557,424 -678,375 -16%
PPA
19
Parametric Portfolio Associates
Washington
$61.2M 3,512,645 +47,088 +1%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$57.3M 3,285,984 +1,189,040 +57%
Charles Schwab
21
Charles Schwab
California
$49.2M 2,824,741 +29,677 +1%
Millennium Management
22
Millennium Management
New York
$47.4M 2,716,634 +2,621,245 +2,748%
Goldman Sachs
23
Goldman Sachs
New York
$37.5M 2,151,847 -1,343,511 -38%
Citadel Advisors
24
Citadel Advisors
Florida
$36.9M 2,119,295 +1,318,801 +165%
UBS AM
25
UBS AM
Illinois
$33.2M 1,902,934 +188,204 +11%
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