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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M

Top Buyers

1
Amundi
Amundi
France
+$43.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.4M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$15.2M
4
GC
Gillson Capital
Illinois
+$15M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$14.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$63.2M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$38.3M
3
Goldman Sachs
Goldman Sachs
New York
-$29.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$19.6M
5
Bank of America
Bank of America
North Carolina
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
301
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$276K +$4.43K +264 +2%
M&T Bank
302
M&T Bank
New York
$276K +$5.89K +350 +2%
DCM
303
DGS Capital Management
New Jersey
$271K -$15K -894 -5%
ERIC
304
Eagle Rock Investment Company
Georgia
$267K – – –
QIM
305
Quantitative Investment Management
Virginia
$267K +$267K +15,889 New
BIAS
306
Beacon Investment Advisory Services
New Jersey
$267K +$67 +4 +0%
William Blair Investment Management
307
William Blair Investment Management
Illinois
$263K -$672 -40 -0.3%
GT
308
Glenmede Trust
Pennsylvania
$260K – – –
MWM
309
Modera Wealth Management
New Jersey
$259K +$259K +15,393 New
EWM
310
EPG Wealth Management
Georgia
$258K +$27.1K +1,611 +12%
DWT
311
Dorsey & Whitney Trust
South Dakota
$244K +$11K +655 +5%
NCM
312
Novare Capital Management
North Carolina
$244K – – –
VWA
313
Visionary Wealth Advisors
Illinois
$240K -$4.67K -278 -2%
BPA
314
Beacon Pointe Advisors
California
$239K +$1.33K +79 +0.6%
PFO
315
Pathstone Family Office
New Jersey
$238K -$41K -2,413 -15%
PCMC
316
Paragon Capital Management (Colorado)
Colorado
$238K +$53K +3,152 +29%
CA
317
Cetera Advisors
Colorado
$237K -$198K -11,801 -46%
HI
318
Harbour Investments
Wisconsin
$234K -$25.1K -1,491 -10%
ONB
319
Old National Bancorp
Indiana
$233K +$2.35K +140 +1%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$227K -$5.82K -346 -3%
BA
321
Bridgewater Associates
Connecticut
$220K +$220K +13,082 New
KFGK
322
Keystone Financial Group (Kentucky)
Kentucky
$217K +$217K +12,916 New
OFG
323
Oxford Financial Group
Indiana
$216K +$216K +12,840 New
CB
324
Commerce Bank
Missouri
$212K -$18.4K -1,096 -8%
MGP
325
Metis Global Partners
California
$204K -$3.72K -221 -2%
11 12
13
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