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Invesco
IVZ

Overview Fund Activity

484 hedge funds and large institutions have $6.78B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+13
Holders Change %
+2.76%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
194
Reduced
153
Closed
49
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$176M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$102M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$348M
4
ACL
4
Azora Capital LP
Florida
$27.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$77M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$407M
2
Amundi
2
Amundi
France
$20.5M
3
American Century Companies
3
American Century Companies
Missouri
$3.93M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$674K
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$679K +$74.4K +4,197 +12%
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$676K -$3.34K -190 -0.5%
Marshall Wace
228
Marshall Wace
United Kingdom
$674K -$20.8M -1,182,823 -97%
SRL
229
Scientech Research LLC
New Jersey
$670K +$116K +6,609 +21%
EP
230
Edgestream Partners
New Jersey
$656K +$656K +37,348 New
SWP
231
Stratos Wealth Partners
Ohio
$651K +$340K +19,352 +109%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$617K -$32.5K -1,851 -5%
State of Wisconsin Investment Board
233
State of Wisconsin Investment Board
Wisconsin
$610K -$17.5K -994 -3%
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$610K +$262K +14,844 +75%
CGH
235
Crossmark Global Holdings
Texas
$603K +$4.95K +282 +0.8%
CC
236
Centiva Capital
New York
$597K -$669K -38,088 -53%
Creative Planning
237
Creative Planning
Kansas
$596K +$6.92K +394 +1%
Aberdeen Group
238
Aberdeen Group
United Kingdom
$595K +$61.6K +3,529 +12%
TSS
239
Two Sigma Securities
New York
$591K +$315K +17,930 +114%
Pacer Advisors
240
Pacer Advisors
Pennsylvania
$590K +$24.2K +1,379 +4%
Wolverine Trading
241
Wolverine Trading
Illinois
$583K +$256K +14,505 +78%
MG
242
Mather Group
Illinois
$573K +$116K +6,611 +25%
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$570K +$68.9K +3,926 +14%
RPCONE
244
Retirement Planning Company of New England
Rhode Island
$563K +$32.9K +1,875 +6%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$560K – – –
IRC
246
Investors Research Corp
Georgia
$557K +$3.95K +225 +0.7%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$553K -$54.8K -3,121 -9%
KRS
248
Kentucky Retirement Systems
Kentucky
$550K -$44.8K -2,549 -8%
PAG
249
Private Advisor Group
New Jersey
$523K +$1.65K +94 +0.3%
FRM
250
Fox Run Management
Connecticut
$515K -$353K -20,122 -41%
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