We are live on ! Find out more

631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
251
State of Alaska Department of Revenue
Alaska
$1.07M
KPWS
252
Kestra Private Wealth Services
Texas
$1.07M -$4.97K -190 -0.4%
EH
253
Equitable Holdings
New York
$1.07M +$309K +11,817 +40%
X
254
Xponance
Pennsylvania
$1.05M +$235K +9,001 +26%
MF
255
Magnetar Financial
Illinois
$1.05M +$1.13M +43,216 New
TI
256
Trexquant Investment
Connecticut
$1.03M -$16.8M -641,560 -94%
HighTower Advisors
257
HighTower Advisors
Illinois
$1.02M +$490K +18,724 +81%
Osaic Holdings
258
Osaic Holdings
Arizona
$1.02M -$902K -34,469 -45%
KBC Group
259
KBC Group
Belgium
$1.01M +$790K +30,186 +264%
SFA
260
Sequoia Financial Advisors
Ohio
$980K -$209K -8,003 -17%
IWC
261
Integrated Wealth Concepts
Massachusetts
$980K +$413K +15,782 +64%
PCA
262
Pallas Capital Advisors
Massachusetts
$974K -$22.6K -865 -2%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$955K +$220K +8,427 +27%
NICM
264
Neo Ivy Capital Management
New York
$951K -$47.4K -1,813 -4%
GI
265
GAMMA Investing
California
$920K +$62.9K +2,406 +7%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$912K -$92.8K -3,548 -9%
EI
267
Ethic Inc
New York
$905K -$231K -8,835 -19%
GAM
268
Guinness Asset Management
United Kingdom
$900K -$10.5K -400 -1%
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$879K +$51.8K +1,980 +6%
TCM
270
Twin Capital Management
Pennsylvania
$874K -$23.3K -891 -2%
RPCONE
271
Retirement Planning Company of New England
Rhode Island
$872K -$14.2K -542 -1%
PAG
272
Private Advisor Group
New Jersey
$867K +$38K +1,451 +4%
PCM
273
Polymer Capital Management
New York
$856K +$323K +12,352 +54%
SA
274
Sanctuary Advisors
Indiana
$811K +$375K +14,317 +75%
BNP Paribas Asset Management
275
BNP Paribas Asset Management
France
$803K -$12.3M -469,728 -93%

IVZ Hedge Fund Activity: Q1 2026 in Review

631 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2026, worth a combined $10.2B — down 5.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IVZ positions and 74 closed out — a net gain of 16 holders — while 268 added to existing stakes and 193 trimmed.

The largest buyer was Millennium Management, adding an estimated $203M. The largest seller was State Street, cutting an estimated $127M.

  • 631 institutional investors held Invesco (IVZ) as of Q1 2026, up from 627 in Q4 2025.
  • Funds reported $10.2B of Invesco stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 90 funds opened new Invesco positions in Q1 2026 and 74 closed out, a net change of +16 holders.
  • The largest Invesco buyer in Q1 2026 was Millennium Management, an estimated $203M added.
  • The largest Invesco seller in Q1 2026 was State Street, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2026.