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Invesco
IVZ

Overview Fund Activity

508 hedge funds and large institutions have $5.13B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
200
Reduced
162
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$154M
2
Fisher Asset Management
Fisher Asset Management
Washington
$50.6M
3
BlackRock
BlackRock
New York
$783M
4
Goldman Sachs
Goldman Sachs
New York
$76.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$28.8M

Top Sellers

1
TFM
Trian Fund Management
New York
$557M
2
GC
Gillson Capital
Illinois
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23M
4
State Street
State Street
Massachusetts
$399M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$447K +$32.7K +1,995 +8%
MCM
277
MAI Capital Management
Ohio
$433K +$5.67K +346 +1%
CA
278
Cetera Advisors
Colorado
$425K +$31.3K +1,907 +8%
EW
279
Element Wealth
Mississippi
$424K +$1.23K +75 +0.3%
LFM
280
Lumina Fund Management
New York
$410K – – –
VIA
281
Vident Investment Advisory
Georgia
$403K +$103K +6,307 +35%
TC
282
Truvestments Capital
Florida
$399K -$261K -15,886 -40%
EH
283
Equitable Holdings
New York
$397K +$804 +49 +0.2%
US Bancorp
284
US Bancorp
Minnesota
$396K +$36.9K +2,253 +10%
Creative Planning
285
Creative Planning
Kansas
$395K +$120K +7,325 +44%
AssetMark Inc
286
AssetMark Inc
California
$385K +$55.8K +3,401 +17%
UA
287
Unison Advisors
District of Columbia
$375K +$4.51K +275 +1%
PAM
288
Panagora Asset Management
Massachusetts
$373K -$227K -13,859 -38%
NB
289
Norinchukin Bank
Japan
$369K +$10.8K +657 +3%
BAM
290
Baldrige Asset Management
Pennsylvania
$363K – – –
IC
291
IEQ Capital
California
$359K +$94.8K +5,782 +36%
ESCM
292
Echo Street Capital Management
New York
$358K +$358K +21,800 New
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$353K +$427 +26 +0.1%
NAM
294
NorthCrest Asset Manangement
Minnesota
$348K +$1.41K +86 +0.4%
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$345K -$11.5K -700 -3%
Natixis Advisors
296
Natixis Advisors
Massachusetts
$337K -$279K -16,972 -45%
Victory Capital Management
297
Victory Capital Management
Texas
$337K +$15.2K +927 +5%
Assenagon Asset Management
298
Assenagon Asset Management
Luxembourg
$337K +$10.2K +624 +3%
EP
299
Edgestream Partners
New Jersey
$335K +$335K +20,446 New
MIS
300
Morningstar Investment Services
Illinois
$334K +$21.9K +1,363 +7%
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