IVZ icon

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 %
EI
276
Ethic Inc
New York
$319K +$29.8K +1,992 +10%
MML Investors Services
277
MML Investors Services
Massachusetts
$318K +$7.08K +473 +2%
FFA
278
Farther Finance Advisors
California
$317K -$15.9K -1,070 -5%
GT
279
Glenmede Trust
Pennsylvania
$309K +$4.23K +283 +1%
SPA
280
Sherbrooke Park Advisers
New York
$303K +$303K +20,277 New
NAM
281
NorthCrest Asset Manangement
Minnesota
$300K +$598 +40 +0.2%
Mirae Asset Global Investments
282
Mirae Asset Global Investments
South Korea
$293K -$501K -33,731 -63%
EW
283
Element Wealth
Mississippi
$293K +$1.5K +100 +0.5%
EWM
284
EPG Wealth Management
Georgia
$288K -$307K -18,528 Closed
PCMC
285
Paragon Capital Management (Colorado)
Colorado
$280K +$280K +18,729 New
MCM
286
MAI Capital Management
Ohio
$278K +$464 +31 +0.2%
Wolverine Trading
287
Wolverine Trading
Illinois
$277K -$99.8K -6,672 -26%
IC
288
IEQ Capital
California
$276K +$359 +24 +0.1%
CWA
289
Centennial Wealth Advisory
Michigan
$273K +$10K +669 +4%
Jones Financial Companies
290
Jones Financial Companies
Missouri
$272K +$239K +16,002 +744%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$271K +$49.3K +3,293 +22%
SWP
292
Stratos Wealth Partners
Ohio
$265K +$265K +17,737 New
NS
293
NBC Securities
Alabama
$265K +$8.59K +575 +3%
IPWA
294
International Private Wealth Advisors
California
$254K +$3.89K +260 +2%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$249K +$14.4K +963 +6%
BNP Paribas Asset Management
296
BNP Paribas Asset Management
France
$245K +$44.3K +2,965 +22%
BIAS
297
Beacon Investment Advisory Services
New Jersey
$241K – – –
GS
298
GTS Securities
New York
$240K +$88.5K +5,916 +59%
NIM
299
NEOS Investment Management
Connecticut
$238K +$74.5K +4,980 +46%
NB
300
Norinchukin Bank
Japan
$236K -$987 -66 -0.4%
10 11
12
13 14