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Invesco
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Overview Fund Activity

527 hedge funds and large institutions have $7.36B invested in Invesco in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 198 reducing their positions, and 66 closing their positions.

Holders
527
Holders Change
+22
Holders Change %
+4.36%
% of All Funds
9.28%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
92
Increased
160
Reduced
198
Closed
66
Calls
$74.4M
Puts
$36.4M
Net Calls
+$37.9M
Net Calls Change
-$5.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$997M
2
Swedbank
2
Swedbank
Sweden
$64.6M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$47.3M
4
Millennium Management
4
Millennium Management
New York
$105M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$40.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$52.6M
2
PP
2
Prudential plc
United Kingdom
$12.3M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$14.3M
4
Nomura Holdings
4
Nomura Holdings
Japan
$4.08M
5
Morgan Stanley
5
Morgan Stanley
New York
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B 43,766,988 +629,601 +1%
BlackRock
2
BlackRock
New York
$997M 39,546,750 +4,005,319 +11%
TFM
3
Trian Fund Management
New York
$955M 36,741,539 +2,196 +0%
State Street
4
State Street
Massachusetts
$499M 19,776,547 -200,869 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$244M 9,681,545 -474,520 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$177M 7,029,479 -871,762 -11%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$151M 5,998,836 -13,005 -0.2%
Norges Bank
8
Norges Bank
Norway
$114M 4,525,520 +628,799 +16%
Northern Trust
9
Northern Trust
Illinois
$109M 4,313,398 -2,549 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$106M 4,193,895 -2,262,298 -35%
Millennium Management
11
Millennium Management
New York
$105M 4,169,551 +1,452,917 +53%
KP
12
Kiltearn Partners
United Kingdom
$97.3M 3,857,977 -101,200 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$90M 3,569,385 +283,401 +9%
PPA
14
Parametric Portfolio Associates
Washington
$88.1M 3,491,628 -21,017 -0.6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$77.2M 3,059,982 -944,906 -24%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$76.4M 3,030,424 -527,000 -15%
Charles Schwab
17
Charles Schwab
California
$71.9M 2,849,721 +24,980 +0.9%
Pzena Investment Management
18
Pzena Investment Management
New York
$69M 2,736,002 -951,677 -26%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$68.9M 2,732,396 +1,101,901 +68%
Swedbank
20
Swedbank
Sweden
$64.6M 2,562,483 +2,562,483 New
Bank of America
21
Bank of America
North Carolina
$52.6M 2,086,112 -10,361,504 -83%
Victory Capital Management
22
Victory Capital Management
Texas
$49.2M 1,949,903 +291,956 +18%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$47.3M 1,874,009 +1,874,009 New
UBS AM
24
UBS AM
Illinois
$46.9M 1,859,695 -43,239 -2%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$46.1M 1,828,900 +1,261,022 +222%
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