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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 %
FFA
276
Farther Finance Advisors
California
$378K +$3.14K +179 +0.8%
GT
277
Glenmede Trust
Pennsylvania
$370K +$6.3K +359 +2%
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$368K +$368K +20,943 New
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$366K -$138K -7,867 -27%
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$364K +$46.8K +2,669 +15%
TRCT
281
Tower Research Capital (TRC)
New York
$363K -$300K -17,097 -45%
S
282
SignatureFD
Georgia
$357K -$135K -7,671 -27%
MPM
283
MBB Public Markets
Illinois
$354K +$354K +20,160 New
URS
284
Utah Retirement Systems
Utah
$351K -$716K -40,778 -67%
NIM
285
NEOS Investment Management
Connecticut
$351K +$71.3K +4,060 +25%
EW
286
Element Wealth
Mississippi
$345K +$1.67K +95 +0.5%
QC
287
Quadrature Capital
United Kingdom
$342K -$1.55M -88,114 -82%
CWA
288
Centennial Wealth Advisory
Michigan
$335K +$14.3K +816 +4%
PCMC
289
Paragon Capital Management (Colorado)
Colorado
$333K +$4.06K +231 +1%
Capstone Investment Advisors
290
Capstone Investment Advisors
New York
$327K +$138K +7,847 +73%
NB
291
Norinchukin Bank
Japan
$326K +$48.4K +2,754 +17%
PAS
292
Point72 Asia (Singapore)
Singapore
$326K +$213K +12,147 +190%
EI
293
Ethic Inc
New York
$321K -$33K -1,992 -9%
AAM
294
Advisors Asset Management
Colorado
$317K +$120K +6,843 +61%
EWM
295
EPG Wealth Management
Georgia
$317K +$317K +18,051 New
NS
296
NBC Securities
Alabama
$311K – – –
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$310K +$18.5K +1,055 +6%
MCM
298
MAI Capital Management
Ohio
$310K -$16.5K -940 -5%
CIC
299
Cornercap Investment Counsel
Georgia
$294K -$363K -20,699 -55%
QCM
300
Qsemble Capital Management
New York
$289K -$631K -35,922 -69%
10 11
12
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