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Invesco
IVZ

Overview Fund Activity

471 hedge funds and large institutions have $4.54B invested in Invesco in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
53
Increased
178
Reduced
170
Closed
66
Calls
$40M
Puts
$74.4M
Net Calls
-$34.4M
Net Calls Change
+$51.5M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$52.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$271M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$87.2M
4
Millennium Management
4
Millennium Management
New York
$76.3M
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$14.5M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$407M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
State Street
5
State Street
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
226
Cornercap Investment Counsel
Georgia
$560K -$4.58K -306 -0.8%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$553K -$19.4K -1,295 -3%
AG
228
Algert Global
California
$551K +$551K +36,800 New
FCH
229
Freestone Capital Holdings
Washington
$548K -$1.11K -74 -0.2%
WIS
230
Wright Investors Service
Connecticut
$539K -$161K -10,734 -23%
State of Wisconsin Investment Board
231
State of Wisconsin Investment Board
Wisconsin
$535K -$485K -32,440 -48%
CCIA
232
Campbell & Co Investment Adviser
Maryland
$519K -$2.34M -156,201 -82%
MSU
233
Mizuho Securities USA
New York
$519K +$519K +34,685 New
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$518K – – –
LP
235
LMR Partners
United Kingdom
$510K – – –
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$510K +$38.1K +2,550 +8%
CGH
237
Crossmark Global Holdings
Texas
$509K +$1.03K +69 +0.2%
KRS
238
Kentucky Retirement Systems
Kentucky
$507K -$3.56K -238 -0.7%
Creative Planning
239
Creative Planning
Kansas
$502K -$35.5K -2,372 -7%
SM
240
Sciencast Management
New Jersey
$484K +$484K +32,376 New
Allspring Global Investments
241
Allspring Global Investments
North Carolina
$483K -$72.9K -4,872 -13%
Pacer Advisors
242
Pacer Advisors
Pennsylvania
$482K +$21.1K +1,409 +5%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$477K – – –
SRL
244
Scientech Research LLC
New Jersey
$472K +$472K +31,569 New
IRC
245
Investors Research Corp
Georgia
$471K – – –
TVAMP
246
Tennessee Valley Asset Management Partners
Tennessee
$465K -$29.8K -1,992 -6%
DTL
247
Dynamic Technology Lab
Singapore
$459K +$459K +30,648 New
Aberdeen Group
248
Aberdeen Group
United Kingdom
$457K -$357K -23,877 -44%
BG
249
BDF Gestion
France
$452K +$452K +30,215 New
RPCONE
250
Retirement Planning Company of New England
Rhode Island
$452K +$39.6K +2,647 +10%
8 9
10
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