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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 %
ECM
251
ExodusPoint Capital Management
New York
$449K -$3.68M -246,063 -89%
PAG
252
Private Advisor Group
New Jersey
$444K -$101K -6,782 -19%
MG
253
Mather Group
Illinois
$431K +$41.8K +2,519 +11%
SYBT
254
Stock Yards Bank & Trust
Kentucky
$430K -$58.7K -3,925 -12%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$430K – – –
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$427K -$652K -43,543 -60%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$423K -$4.76K -318 -1%
S
258
SignatureFD
Georgia
$419K +$25.9K +1,731 +7%
EH
259
Equitable Holdings
New York
$405K +$2.05K +137 +0.5%
Verition Fund Management
260
Verition Fund Management
Connecticut
$402K -$458K -30,607 -53%
N
261
Numerai
California
$401K -$603K -40,323 -60%
Lazard Asset Management
262
Lazard Asset Management
New York
$397K +$397K +26,640 New
SAM
263
Securian Asset Management
Minnesota
$387K -$9.11K -609 -2%
HT
264
Headlands Technologies
Illinois
$383K +$208K +13,912 +119%
LSERS
265
Louisiana State Employees Retirement System
Louisiana
$381K -$10.5K -700 -3%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$364K +$43.7K +2,922 +14%
UA
267
Unison Advisors
District of Columbia
$363K +$4.65K +311 +1%
RG
268
Rathbones Group
United Kingdom
$361K -$42.5K -2,839 -11%
FTDI
269
First Trust Direct Indexing
Massachusetts
$361K +$61.4K +4,102 +21%
MIS
270
Morningstar Investment Services
Illinois
$347K -$8.02K -541 -2%
OR
271
Olympiad Research
Connecticut
$342K +$57.4K +3,836 +20%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$338K – – –
PCM
273
Prelude Capital Management
New York
$336K +$56.2K +3,756 +20%
KBC Group
274
KBC Group
Belgium
$325K -$462K -30,834 -59%
RJFSA
275
Raymond James Financial Services Advisors
Florida
$321K -$278K -18,562 -46%
9 10
11
12 13