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INVESCO LTD
INVESCO LTD. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 584 Institutional holders with a total value of $11,557,543,743.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 3,600 0 0.00% Put
2 PEOPLES FINANCIAL SERVICES CORP. 41 1,000 0.00%
3 Glassman Wealth Services 37 1,000 0.00%
4 GLEN EAGLE ADVISORS, LLC 55 1,935 0.00%
5 STERLING INVESTMENT ADVISORS, LTD. 65 2,000 0.00%
6 SRS CAPITAL ADVISORS, INC. 57 2,000 0.00% SH
7 SUTTON WEALTH ADVISORS INC. 81 2,850 0.00%
8 ROYAL FUND MANAGEMENT, LLC 89 3,000 0.00%
9 M&R CAPITAL MANAGEMENT INC 95 3,000 0.00%
10 Live Your Vision, LLC 100 3,000 0.00%
11 THOMPSON DAVIS & CO., INC. 80 3,000 0.00%
12 VERSANT CAPITAL MANAGEMENT, INC 107 3,000 0.00%
13 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 102 4,000 0.00%
14 TRUST CO OF VERMONT 100 4,000 0.00%
15 MOSAIC FAMILY WEALTH, LLC 100 4,000 0.00%
16 Avior Wealth Management, LLC 110 4,000 0.00%
17 Cable Hill Partners, LLC 134 5,000 0.00%
18 FERRIS CAPITAL, LLC 153 5,000 0.00%
19 Parkside Financial Bank & Trust 183 6,000 0.00%
20 ZIONS BANCORPORATION 171 6,000 0.00%
21 TCI Wealth Advisors, Inc. 175 6,000 0.00%
22 HOWE & RUSLING INC 160 6,000 0.00%
23 FARMERS & MERCHANTS INVESTMENTS INC 180 6,000 0.00%
24 Community Bank, N.A. 162 6,000 0.00%
25 BROWN BROTHERS HARRIMAN & CO 175 6,000 0.00%
26 Tarbox Family Office, Inc. 200 7,000 0.00%
27 NewEdge Advisors, LLC 206 7,513 0.00%
28 First Personal Financial Services 214 8,000 0.00%
29 BANCO ITAU HOLDING FINANCEIRA S A 230 8,000 0.00%
30 People's United Financial, Inc. 250 9,000 0.00%
31 WealthTrust-Arizona, LLC 263 9,000 0.00%
32 Carroll Financial Associates, Inc. 279 9,000 0.00%
33 PFLUG KOORY, LLC 300 11,000 0.00%
34 Johnson Financial Group, Inc. 315 11,000 0.00%
35 VALLEY NATIONAL ADVISERS INC 310 11,000 0.00%
36 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 310 11,000 0.00%
37 Plante Moran Financial Advisors, LLC 355 12,000 0.00%
38 OMNIA FAMILY WEALTH, LLC 334 12,000 0.00%
39 Gemmer Asset Management LLC 377 13,000 0.00%
40 V WEALTH MANAGEMENT,LLC 364 13,000 0.00%
41 Smithfield Trust Co 360 13,000 0.00%
42 WEST PACES ADVISORS INC. 370 13,020 0.00%
43 MACROVIEW INVESTMENT MANAGEMENT LLC 385 14,000 0.00%
44 Baystate Wealth Management LLC 176 14,000 0.00%
45 BRUDERMAN ASSET MANAGEMENT, LLC 391 14,000 0.00%
46 PRELUDE CAPITAL MANAGEMENT, LLC 473 17,000 0.00%
47 PINNACLE FINANCIAL PARTNERS INC 538 19,000 0.00%
48 Lenox Wealth Management, Inc. 600 21,000 0.00%
49 Camarda Financial Advisors, LLC 612 22,000 0.00%
50 Capital Analysts, LLC 627 22,064 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.