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Invesco
IVZ

492 hedge funds and large institutions have $6.83B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 157 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

50% more capital invested

Capital invested by funds: $4.55B → $6.83B (+$2.29B)

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 157

19.12% more ownership

Funds ownership: 67.33% → 86.45% (+19%)

13% more call options, than puts

Call options by funds: $112M | Put options by funds: $98.9M

4% more funds holding

Funds holding: 474 → 492 (+18)

Holders
492
Holders Change
+18
Holders Change %
+3.8%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
196
Reduced
157
Closed
47
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$81M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$57.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.7M
4
ACL
Azora Capital LP
Florida
+$25.5M
5
Goldman Sachs
Goldman Sachs
New York
+$19.8M

Top Sellers

1
TFM
Trian Fund Management
New York
-$66.5M
2
Amundi
Amundi
France
-$25.4M
3
American Century Companies
American Century Companies
Missouri
-$23.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$22.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
276
Allspring Global Investments
North Carolina
$393K -$163K -9,904 -31%
UWS
277
Unique Wealth Strategies
Illinois
$388K +$361K +22,010 +36,683%
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$387K -$9.85K -600 -3%
SG Americas Securities
279
SG Americas Securities
New York
$381K -$1.45M -88,042 -80%
FFA
280
Farther Finance Advisors
California
$378K +$2.94K +179 +0.8%
GT
281
Glenmede Trust
Pennsylvania
$370K +$5.89K +359 +2%
Focus Partners Wealth
282
Focus Partners Wealth
Massachusetts
$368K +$344K +20,943 New
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$366K -$129K -7,867 -27%
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$364K +$43.8K +2,669 +15%
TRCT
285
Tower Research Capital (TRC)
New York
$363K -$281K -17,097 -45%
S
286
SignatureFD
Georgia
$357K -$126K -7,671 -27%
MPM
287
MBB Public Markets
Illinois
$354K +$331K +20,160 New
URS
288
Utah Retirement Systems
Utah
$351K -$670K -40,778 -67%
NIM
289
NEOS Investment Management
Connecticut
$351K +$66.7K +4,060 +25%
EW
290
Element Wealth
Mississippi
$345K +$1.56K +95 +0.5%
QC
291
Quadrature Capital
United Kingdom
$342K -$1.45M -88,114 -82%
CWA
292
Centennial Wealth Advisory
Michigan
$335K +$13.4K +816 +4%
PCMC
293
Paragon Capital Management (Colorado)
Colorado
$333K +$3.79K +231 +1%
Capstone Investment Advisors
294
Capstone Investment Advisors
New York
$327K +$129K +7,847 +73%
NB
295
Norinchukin Bank
Japan
$326K +$45.2K +2,754 +17%
PAS
296
Point72 Asia (Singapore)
Singapore
$326K +$199K +12,147 +190%
EI
297
Ethic Inc
New York
$321K -$32.7K -1,992 -9%
AAM
298
Advisors Asset Management
Colorado
$317K +$112K +6,843 +61%
EWM
299
EPG Wealth Management
Georgia
$317K +$296K +18,051 New
NS
300
NBC Securities
Alabama
$311K – – –
10 11
12
13 14

IVZ Hedge Fund Activity: Q3 2024 in Review

492 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2024, worth a combined $6.83B — up 50% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IVZ positions and 47 closed out — a net gain of 20 holders — while 196 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $81M. The largest seller was Trian Fund Management, cutting an estimated $66.5M.

  • 492 institutional investors held Invesco (IVZ) as of Q3 2024, up from 474 in Q2 2024.
  • Funds reported $6.83B of Invesco stock for Q3 2024, up 50% quarter-over-quarter.
  • 67 funds opened new Invesco positions in Q3 2024 and 47 closed out, a net change of +20 holders.
  • The largest Invesco buyer in Q3 2024 was Millennium Management, an estimated $81M added.
  • The largest Invesco seller in Q3 2024 was Trian Fund Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.