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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 %
IAMOG
326
Investors Asset Management of Georgia
Georgia
$202K -$11.4K -681 -5%
SIAP
327
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$202K +$202K +677 New
S
328
SignatureFD
Georgia
$200K +$6.22K +370 +3%
MAS
329
Meeder Advisory Services
Ohio
$197K -$25.6K -1,525 -11%
PWM
330
Perigon Wealth Management
California
$195K +$195K +11,625 New
CAM
331
Carret Asset Management
New York
$192K -$4.2K -250 -2%
IF
332
IRON Financial
Illinois
$189K -$3.21K -191 -2%
Tudor Investment Corp
333
Tudor Investment Corp
Connecticut
$188K -$5.95M -354,225 -97%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$187K -$1.8K -107 -1%
VIM
335
Vinva Investment Management
Australia
$185K +$185K +11,036 New
MWA
336
Meridian Wealth Advisors
Texas
$182K – – –
Fayez Sarofim & Co
337
Fayez Sarofim & Co
Texas
$180K – – –
MAM
338
Meeder Asset Management
Ohio
$179K – – –
Bank of Nova Scotia
339
Bank of Nova Scotia
Ontario, Canada
$176K -$6.59K -392 -4%
FFM
340
Forum Financial Management
Illinois
$175K – – –
MS
341
Maven Securities
Jersey
$175K -$638K -37,964 -79%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$173K +$7.86K +468 +5%
CCM
343
Coldstream Capital Management
Washington
$172K -$5.26K -313 -3%
SF
344
Synovus Financial
Georgia
$171K -$7.98K -475 -4%
IA
345
IFP Advisors
Florida
$168K -$5.83K -347 -3%
HRC
346
Hoertkorn Richard Charles
$168K – – –
PI
347
PEAK6 Investments
Illinois
$137K -$2.15M -127,885 -94%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$137K +$110K +6,561 +414%
VI
349
Vestcor Inc
New Brunswick, Canada
$136K – – –
TRCT
350
Tower Research Capital (TRC)
New York
$134K +$31.9K +1,897 +31%
12 13
14
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