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Invesco
IVZ

Overview Fund Activity

500 hedge funds and large institutions have $4.41B invested in Invesco in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 217 increasing their positions, 137 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-15
Holders Change %
-2.91%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
217
Reduced
137
Closed
60
Calls
$24.7M
Puts
$34.1M
Net Calls
-$9.39M
Net Calls Change
+$8.53M

Top Buyers

1
State Street
State Street
Massachusetts
$348M
2
BlackRock
BlackRock
New York
$595M
3
Citadel Advisors
Citadel Advisors
Florida
$49.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$122M
5
SSA
Schonfeld Strategic Advisors
New York
$26.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
KP
Kiltearn Partners
United Kingdom
$0
3
AQR Capital Management
AQR Capital Management
Connecticut
$21.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.2M
5
IIM
INTECH Investment Management
Florida
$9.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
326
Tokio Marine Asset Management
Japan
$220K -$10.9K -793 -5%
BIAS
327
Beacon Investment Advisory Services
New Jersey
$220K -$288 -21 -0.1%
IC
328
IEQ Capital
California
$216K +$75.9K +5,545 +54%
KPWS
329
Kestra Private Wealth Services
Texas
$211K +$14.9K +1,089 +8%
SPC
330
Sigma Planning Corp
Michigan
$209K -$1.96K -143 -0.9%
CWA
331
Centennial Wealth Advisory
Michigan
$209K +$42.8K +3,129 +26%
BPA
332
Beacon Pointe Advisors
California
$206K +$1.11K +81 +0.5%
NICM
333
Neo Ivy Capital Management
New York
$205K +$205K +14,944 New
CAM
334
Carret Asset Management
New York
$203K – – –
TVAMP
335
Tennessee Valley Asset Management Partners
Tennessee
$202K +$54.4K +3,965 +37%
LI
336
LVZ Inc
Michigan
$201K -$261 -19 -0.1%
NCM
337
Novare Capital Management
North Carolina
$199K – – –
ONB
338
Old National Bancorp
Indiana
$198K -$30.6K -2,227 -13%
DC
339
Davenport & Co
Virginia
$196K +$196K +14,313 New
DWT
340
Dorsey & Whitney Trust
South Dakota
$195K +$11.4K +833 +6%
RPCONE
341
Retirement Planning Company of New England
Rhode Island
$195K +$32.6K +2,388 +20%
GT
342
Glenmede Trust
Pennsylvania
$194K -$46.5K -3,416 -19%
PP
343
Prudential plc
United Kingdom
$192K +$25.9K +1,899 +16%
AssetMark Inc
344
AssetMark Inc
California
$192K +$77.8K +5,690 +68%
MC
345
Moors & Cabot
Massachusetts
$189K +$41.2K +3,004 +28%
S
346
SignatureFD
Georgia
$184K -$24K -1,749 -12%
IAMOG
347
Investors Asset Management of Georgia
Georgia
$179K -$11.5K -835 -6%
KFGK
348
Keystone Financial Group (Kentucky)
Kentucky
$179K +$12.9K +944 +8%
RPCA
349
Running Point Capital Advisors
California
$178K -$616 -45 -0.3%
EWM
350
EPG Wealth Management
Georgia
$177K +$177K +12,920 New
12 13
14
15 16