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Invesco
IVZ

Overview Fund Activity

508 hedge funds and large institutions have $5.13B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
200
Reduced
162
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$154M
2
Fisher Asset Management
Fisher Asset Management
Washington
$50.6M
3
BlackRock
BlackRock
New York
$783M
4
Goldman Sachs
Goldman Sachs
New York
$76.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$28.8M

Top Sellers

1
TFM
Trian Fund Management
New York
$557M
2
GC
Gillson Capital
Illinois
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23M
4
State Street
State Street
Massachusetts
$399M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
351
Carret Asset Management
New York
$191K -$18K -1,100 -9%
S
352
SignatureFD
Georgia
$189K +$7.05K +430 +4%
IF
353
IRON Financial
Illinois
$188K +$188K +11,448 New
TC
354
TwinBeech Capital
New York
$187K +$187K +11,400 New
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$185K +$754 +46 +0.4%
PCMC
356
Paragon Capital Management (Colorado)
Colorado
$181K -$853 -52 -0.5%
DZ Bank
357
DZ Bank
Germany
$179K – – –
Bank of Nova Scotia
358
Bank of Nova Scotia
Ontario, Canada
$179K -$5.4M -329,491 -97%
MWA
359
Meridian Wealth Advisors
Texas
$177K – – –
Fayez Sarofim & Co
360
Fayez Sarofim & Co
Texas
$175K – – –
MAM
361
Meeder Asset Management
Ohio
$175K -$3K -183 -2%
SF
362
Synovus Financial
Georgia
$174K +$4.63K +282 +3%
GT
363
Greenleaf Trust
Michigan
$174K +$174K +10,623 New
CCM
364
Coldstream Capital Management
Washington
$172K -$23.5K -1,435 -12%
FFM
365
Forum Financial Management
Illinois
$171K – – –
TI
366
Tidal Investments
Wisconsin
$169K +$169K +10,334 New
HRC
367
Hoertkorn Richard Charles
$164K – – –
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$161K +$29.5K +1,805 +22%
FNBOSM
369
First National Bank of South Miami
Florida
$154K +$8.23K +502 +6%
VI
370
Vestcor Inc
New Brunswick, Canada
$133K -$822K -49,943 -86%
ETC
371
Exchange Traded Concepts
Oklahoma
$124K -$50.3K -3,065 -29%
HI
372
Horizon Investments
North Carolina
$124K +$124K +7,643 New
BCV
373
Banque Cantonale Vaudoise
Switzerland
$123K -$362K -22,100 -75%
DFCM
374
Dark Forest Capital Management
Puerto Rico
$109K +$109K +6,671 New
Bessemer Group
375
Bessemer Group
New Jersey
$108K -$5.23K -319 -5%
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15
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