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Invesco
IVZ

Overview Fund Activity

491 hedge funds and large institutions have $5.01B invested in Invesco in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 164 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
65
Increased
183
Reduced
164
Closed
57
Calls
$25.8M
Puts
$112M
Net Calls
-$85.9M
Net Calls Change
-$90.3M

Top Buyers

1
BlackRock
BlackRock
New York
$902M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$51.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
$41.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$51.1M
5
Bank of America
Bank of America
North Carolina
$35.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$16.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Morgan Stanley
Morgan Stanley
New York
$102M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Ameriprise
Ameriprise
Minnesota
$6.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
326
Envestnet Asset Management
Illinois
$224K -$917K -55,254 -80%
BNP Paribas Asset Management
327
BNP Paribas Asset Management
France
$223K +$41.4K +2,493 +23%
UCFA
328
United Capital Financial Advisors
Texas
$221K -$46.2K -2,782 -17%
KFGK
329
Keystone Financial Group (Kentucky)
Kentucky
$217K +$1.01K +61 +0.5%
OTL
330
Oak Thistle LLC
New York
$216K -$868K -52,297 -80%
MC
331
Moors & Cabot
Massachusetts
$216K +$2.65K +160 +1%
OFG
332
Oxford Financial Group
Indiana
$216K +$846 +51 +0.4%
DWT
333
Dorsey & Whitney Trust
South Dakota
$214K -$531 -32 -0.2%
MC
334
Maverick Capital
Texas
$208K +$208K +12,564 New
IF
335
IRON Financial
Illinois
$201K +$16.8K +1,013 +9%
Natixis Advisors
336
Natixis Advisors
Massachusetts
$201K -$62.3K -3,748 -24%
IAMOG
337
Investors Asset Management of Georgia
Georgia
$200K +$315 +19 +0.2%
NCM
338
Novare Capital Management
North Carolina
$199K – – –
BFM
339
Boothbay Fund Management
New York
$197K -$99.7K -6,011 -34%
VSQM
340
V-Square Quantitative Management
Illinois
$195K – – –
HI
341
Harbour Investments
Wisconsin
$195K -$1.78K -107 -0.9%
HT
342
Headlands Technologies
Illinois
$194K +$194K +11,680 New
PWM
343
Perigon Wealth Management
California
$194K +$7.07K +426 +4%
GCP
344
GSA Capital Partners
United Kingdom
$192K +$192K +11,603 New
AAM
345
Advisors Asset Management
Colorado
$190K +$82.9K +4,995 +78%
QIM
346
Quantitative Investment Management
Virginia
$185K +$185K +11,189 New
CFG
347
Cooper Financial Group
California
$184K +$2.42K +146 +1%
BC
348
Burney Company
Virginia
$183K +$183K +11,026 New
PIA
349
Perennial Investment Advisors
California
$182K +$348 +21 +0.2%
NIM
350
NEOS Investment Management
Connecticut
$182K +$182K +10,945 New
12 13
14
15 16