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Invesco
IVZ

Overview Fund Activity

500 hedge funds and large institutions have $4.41B invested in Invesco in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 217 increasing their positions, 137 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-15
Holders Change %
-2.91%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
217
Reduced
137
Closed
60
Calls
$24.7M
Puts
$34.1M
Net Calls
-$9.39M
Net Calls Change
+$8.53M

Top Buyers

1
State Street
State Street
Massachusetts
$348M
2
BlackRock
BlackRock
New York
$595M
3
Citadel Advisors
Citadel Advisors
Florida
$49.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$122M
5
SSA
Schonfeld Strategic Advisors
New York
$26.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
KP
Kiltearn Partners
United Kingdom
$0
3
AQR Capital Management
AQR Capital Management
Connecticut
$21.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.2M
5
IIM
INTECH Investment Management
Florida
$9.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
351
APG Asset Management
Netherlands
$170K -$33.6K -2,400 -17%
MGP
352
Metis Global Partners
California
$170K +$170K +12,386 New
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$169K -$17.5K -1,272 -9%
WFA
354
Wipfli Financial Advisors
Wisconsin
$168K +$168K +12,240 New
William Blair Investment Management
355
William Blair Investment Management
Illinois
$166K -$2.56K -186 -2%
HWAM
356
Hennion & Walsh Asset Management
New Jersey
$164K -$67.7K -4,941 -29%
QIM
357
Quantitative Investment Management
Virginia
$161K -$83.2K -6,094 -34%
GT
358
Greenleaf Trust
Michigan
$160K +$1.77K +129 +1%
RC
359
RegentAtlantic Capital
New Jersey
$158K +$158K +11,498 New
CB
360
Commerce Bank
Missouri
$154K -$7.38K -540 -5%
Creative Planning
361
Creative Planning
Kansas
$153K +$136K +9,961 +823%
PCMC
362
Paragon Capital Management (Colorado)
Colorado
$152K -$4.01K -292 -3%
VF
363
Virtu Financial
New York
$151K +$151K +11,041 New
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$148K -$20.5K -1,495 -12%
MWA
365
Meridian Wealth Advisors
Texas
$148K – – –
Fayez Sarofim & Co
366
Fayez Sarofim & Co
Texas
$146K – – –
FFM
367
Forum Financial Management
Illinois
$143K -$15.6K -1,135 -10%
FFG
368
Ford Financial Group
California
$142K +$423 +31 +0.3%
SF
369
Synovus Financial
Georgia
$141K +$287 +21 +0.2%
Federated Hermes
370
Federated Hermes
Pennsylvania
$141K +$127K +9,244 +900%
KBC Group
371
KBC Group
Belgium
$132K – – –
VanEck Associates
372
VanEck Associates
New York
$131K +$53.8K +3,927 +70%
FNBOSM
373
First National Bank of South Miami
Florida
$122K -$6.71K -489 -5%
Bessemer Group
374
Bessemer Group
New Jersey
$121K -$17.6K -1,287 -13%
BAM
375
Belpointe Asset Management
Nevada
$118K -$11K -806 -9%
13 14
15
16 17