IVZ icon

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 %
MSU
251
Mizuho Securities USA
New York
$512K -$96.7K -5,505 -16%
SYBT
252
Stock Yards Bank & Trust
Kentucky
$493K -$11.9K -675 -2%
HIMCH
253
Hartford Investment Management Co (HIMCO)
Connecticut
$491K -$5.74K -327 -1%
NAM
254
NorthCrest Asset Manangement
Minnesota
$491K +$139K +7,898 +39%
TCM
255
Teza Capital Management
Illinois
$487K +$222K +12,658 +84%
TVAMP
256
Tennessee Valley Asset Management Partners
Tennessee
$478K -$68.1K -3,878 -12%
EH
257
Equitable Holdings
New York
$470K -$5.6K -319 -1%
TCM
258
Twin Capital Management
Pennsylvania
$463K +$463K +26,351 New
MML Investors Services
259
MML Investors Services
Massachusetts
$454K +$81.1K +4,620 +22%
WIS
260
Wright Investors Service
Connecticut
$452K -$181K -10,314 -29%
LSERS
261
Louisiana State Employees Retirement System
Louisiana
$444K -$3.51K -200 -0.8%
SAM
262
Securian Asset Management
Minnesota
$437K -$17.2K -977 -4%
BNP Paribas Asset Management
263
BNP Paribas Asset Management
France
$436K +$148K +8,449 +52%
KBC Group
264
KBC Group
Belgium
$434K +$52.9K +3,014 +14%
MIS
265
Morningstar Investment Services
Illinois
$425K +$11.9K +675 +3%
TI
266
Tidal Investments
Wisconsin
$413K -$483K -27,508 -54%
FTDI
267
First Trust Direct Indexing
Massachusetts
$410K -$13.5K -768 -3%
N
268
Numerai
California
$410K -$60.6K -3,449 -13%
PD
269
Point72 (DIFC)
United Arab Emirates
$405K -$767K -43,673 -65%
ET
270
Entropy Technologies
New York
$400K +$400K +22,800 New
RG
271
Rathbones Group
United Kingdom
$396K -$28.1K -1,600 -7%
RJFSA
272
Raymond James Financial Services Advisors
Florida
$393K +$16.5K +941 +4%
Allspring Global Investments
273
Allspring Global Investments
North Carolina
$393K -$174K -9,904 -31%
NMERB
274
New Mexico Educational Retirement Board
New Mexico
$387K -$10.5K -600 -3%
SG Americas Securities
275
SG Americas Securities
New York
$381K -$1.55M -88,042 -80%
9 10
11
12 13