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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 %
TSS
301
Two Sigma Securities
New York
$235K +$235K +15,708 New
US Bancorp
302
US Bancorp
Minnesota
$235K +$14.9K +995 +7%
CL
303
CSS LLC
Illinois
$233K -$101K -6,783 -30%
VA
304
Vident Advisory
Georgia
$233K +$233K +15,596 New
HighTower Advisors
305
HighTower Advisors
Illinois
$231K -$348K -23,561 -60%
DZ Bank
306
DZ Bank
Germany
$230K – – –
ERIC
307
Eagle Rock Investment Company
Georgia
$227K – – –
WPC
308
Wedmont Private Capital
Pennsylvania
$227K +$80 +5 +0%
TCM
309
Teza Capital Management
Illinois
$225K -$919K -61,420 -80%
USAA
310
United Services Automobile Association
Texas
$225K -$16.2K -1,080 -7%
M&T Bank
311
M&T Bank
New York
$223K +$7.41K +495 +3%
Korea Investment Corp
312
Korea Investment Corp
South Korea
$222K – – –
GI
313
GAMMA Investing
California
$221K +$150K +10,008 +209%
LGF
314
LGT Group Foundation
Liechtenstein
$219K +$219K +14,635 New
GT
315
Greenleaf Trust
Michigan
$218K -$2.32K -155 -1%
KRSITF
316
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$217K -$4.86K -325 -2%
VSQM
317
V-Square Quantitative Management
Illinois
$215K +$39.2K +2,620 +22%
BC
318
Burney Company
Virginia
$212K +$47.1K +3,150 +29%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$212K +$57.7K +3,863 +37%
QL
320
Quarry LP
New York
$208K +$185K +12,365 +804%
DCM
321
DGS Capital Management
New Jersey
$205K -$24.3K -1,621 -11%
SCA
322
Stonebridge Capital Advisors
Minnesota
$204K -$43K -2,875 -17%
OFG
323
Oxford Financial Group
Indiana
$196K +$2.02K +135 +1%
Sumitomo Mitsui Trust Group
324
Sumitomo Mitsui Trust Group
Japan
$194K +$42.1K +2,815 +28%
KFGK
325
Keystone Financial Group (Kentucky)
Kentucky
$194K -$2.18K -146 -1%
11 12
13
14 15