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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 %
UCFA
326
United Capital Financial Advisors
Texas
$193K -$6.75K -451 -3%
DWT
327
Dorsey & Whitney Trust
South Dakota
$192K -$1.59K -106 -0.8%
IF
328
IRON Financial
Illinois
$183K +$1.87K +125 +1%
Envestnet Asset Management
329
Envestnet Asset Management
Illinois
$182K -$19.6K -1,308 -10%
NCM
330
Novare Capital Management
North Carolina
$180K – – –
Wealth Enhancement Advisory Services
331
Wealth Enhancement Advisory Services
Minnesota
$179K +$179K +11,950 New
HI
332
Harbour Investments
Wisconsin
$175K -$180 -12 -0.1%
MC
333
Moors & Cabot
Massachusetts
$175K -$20.4K -1,362 -10%
CB
334
Commerce Bank
Missouri
$174K -$411K -27,500 -70%
AAM
335
Advisors Asset Management
Colorado
$168K -$3.11K -208 -2%
Nomura Asset Management
336
Nomura Asset Management
Japan
$168K +$15.3K +1,022 +10%
ACM
337
Aquatic Capital Management
Illinois
$168K -$1.08M -71,900 -87%
SA
338
Sanctuary Advisors
Indiana
$164K +$164K +11,200 New
PWM
339
Perigon Wealth Management
California
$163K -$11.6K -773 -7%
MWA
340
Meridian Wealth Advisors
Texas
$162K – – –
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
$161K +$44.9K +3,002 +39%
IFU
342
iSAM Funds (UK)
United Kingdom
$157K -$372K -24,845 -70%
CCM
343
Coldstream Capital Management
Washington
$155K +$155K +10,383 New
IAMOG
344
Investors Asset Management of Georgia
Georgia
$154K -$26.3K -1,761 -15%
DekaBank Deutsche Girozentrale
345
DekaBank Deutsche Girozentrale
Germany
$141K +$844 +57 +0.6%
HI
346
Horizon Investments
North Carolina
$134K +$1.11K +74 +0.8%
HRC
347
Hoertkorn Richard Charles
$125K -$24.9K -1,667 -17%
SOW
348
State of Wyoming
Wyoming
$120K +$120K +8,025 New
Asset Management One
349
Asset Management One
Japan
$103K -$397K -26,562 -79%
PAS
350
Point72 Asia (Singapore)
Singapore
$95.6K +$28.7K +1,919 +43%
12 13
14
15 16