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Invesco
IVZ

Overview Fund Activity

484 hedge funds and large institutions have $6.78B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+13
Holders Change %
+2.76%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
194
Reduced
153
Closed
49
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$176M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$102M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$348M
4
ACL
4
Azora Capital LP
Florida
$27.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$77M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$407M
2
Amundi
2
Amundi
France
$20.5M
3
American Century Companies
3
American Century Companies
Missouri
$3.93M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$674K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
326
Oxford Financial Group
Indiana
$227K -$3.3K -188 -1%
Nomura Asset Management
327
Nomura Asset Management
Japan
$226K +$29.2K +1,665 +15%
DWT
328
Dorsey & Whitney Trust
South Dakota
$226K +$860 +49 +0.4%
USAA
329
United Services Automobile Association
Texas
$223K -$40.6K -2,314 -15%
Envestnet Asset Management
330
Envestnet Asset Management
Illinois
$223K +$9.36K +533 +4%
DFCM
331
Dark Forest Capital Management
Puerto Rico
$219K +$219K +12,456 New
MC
332
Moors & Cabot
Massachusetts
$213K +$7.59K +432 +4%
NCM
333
Novare Capital Management
North Carolina
$211K – – –
HI
334
Harbour Investments
Wisconsin
$204K -$1.37K -78 -0.7%
CB
335
Commerce Bank
Missouri
$204K -$878 -50 -0.4%
SAM
336
Shell Asset Management
Netherlands
$203K +$203K +11,535 New
PWM
337
Perigon Wealth Management
California
$200K +$8.2K +467 +4%
MF
338
Magnetar Financial
Illinois
$199K +$199K +11,335 New
IF
339
IRON Financial
Illinois
$197K -$17.6K -1,003 -8%
BC
340
Burney Company
Virginia
$192K -$56.8K -3,237 -23%
CCM
341
Coldstream Capital Management
Washington
$190K +$7.5K +427 +4%
MWA
342
Meridian Wealth Advisors
Texas
$190K – – –
EWA
343
EP Wealth Advisors
California
$186K +$186K +10,578 New
AAS
344
Avantax Advisory Services
Texas
$183K +$183K +10,423 New
IAMOG
345
Investors Asset Management of Georgia
Georgia
$182K +$246 +14 +0.1%
DCM
346
DGS Capital Management
New Jersey
$176K -$64.4K -3,667 -27%
DekaBank Deutsche Girozentrale
347
DekaBank Deutsche Girozentrale
Germany
$167K – – –
Asset Management One
348
Asset Management One
Japan
$151K +$30K +1,710 +25%
HRC
349
Hoertkorn Richard Charles
$135K -$11.7K -666 -8%
CPA
350
Capital Performance Advisors
California
$131K +$131K +7,473 New
12 13
14
15 16