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Invesco
IVZ

Overview Fund Activity

508 hedge funds and large institutions have $5.13B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
200
Reduced
162
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$154M
2
Fisher Asset Management
Fisher Asset Management
Washington
$50.6M
3
BlackRock
BlackRock
New York
$783M
4
Goldman Sachs
Goldman Sachs
New York
$76.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$28.8M

Top Sellers

1
TFM
Trian Fund Management
New York
$557M
2
GC
Gillson Capital
Illinois
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23M
4
State Street
State Street
Massachusetts
$399M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
326
Centennial Wealth Advisory
Michigan
$262K -$19.2K -1,172 -7%
BIAS
327
Beacon Investment Advisory Services
New Jersey
$260K -$2.66K -162 -1%
GT
328
Glenmede Trust
Pennsylvania
$260K -$11.8K -721 -4%
William Blair Investment Management
329
William Blair Investment Management
Illinois
$257K +$541 +33 +0.2%
HI
330
Harbour Investments
Wisconsin
$252K -$2.13K -130 -0.8%
ERIC
331
Eagle Rock Investment Company
Georgia
$249K -$82K -5,000 -25%
ALAM
332
Asahi Life Asset Management
Japan
$249K +$249K +15,160 New
APG Asset Management
333
APG Asset Management
Netherlands
$243K -$309K -20,480 -56%
VWA
334
Visionary Wealth Advisors
Illinois
$239K – – –
NCM
335
Novare Capital Management
North Carolina
$238K – – –
Capstone Investment Advisors
336
Capstone Investment Advisors
New York
$237K -$951K -58,003 -80%
BPA
337
Beacon Pointe Advisors
California
$232K +$2.33K +142 +1%
MM
338
MQS Management
New York
$228K +$228K +13,899 New
DWT
339
Dorsey & Whitney Trust
South Dakota
$227K -$16.5K -1,009 -7%
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$227K +$12.6K +767 +6%
ONB
341
Old National Bancorp
Indiana
$225K -$11.3K -692 -5%
EWM
342
EPG Wealth Management
Georgia
$225K +$225K +13,711 New
CB
343
Commerce Bank
Missouri
$224K +$36K +2,194 +19%
MAS
344
Meeder Advisory Services
Ohio
$218K -$29.2K -1,782 -12%
IAMOG
345
Investors Asset Management of Georgia
Georgia
$209K -$9.59K -585 -4%
VanEck Associates
346
VanEck Associates
New York
$203K +$37.8K +2,313 +23%
MGP
347
Metis Global Partners
California
$203K -$111K -6,779 -35%
PIA
348
Perennial Investment Advisors
California
$201K +$201K +12,258 New
XT
349
XTX Topco
Cayman Islands
$194K +$194K +11,813 New
MA
350
Mutual Advisors
Nebraska
$193K +$193K +11,776 New
12 13
14
15 16