IVZ icon

Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M

Top Buyers

1
Amundi
Amundi
France
+$43.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.4M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$15.2M
4
GC
Gillson Capital
Illinois
+$15M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$14.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$63.2M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$38.3M
3
Goldman Sachs
Goldman Sachs
New York
-$29.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$19.6M
5
Bank of America
Bank of America
North Carolina
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
351
Horizon Investments
North Carolina
$133K +$6.53K +393 +5%
BCV
352
Banque Cantonale Vaudoise
Switzerland
$126K – – –
CG
353
Cutler Group
California
$119K +$59.2K +3,541 +99%
DGAM
354
Desjardins Global Asset Management
Quebec, Canada
$108K -$1.36M -80,776 -93%
C
355
Covestor
United Kingdom
$98K +$24.4K +1,447 +33%
AS
356
Altshuler Shaham
Israel
$94.8K -$10.7K -636 -10%
AIP
357
Ameritas Investment Partners
Nebraska
$94.1K – – –
OIA
358
Optimum Investment Advisors
Illinois
$89.1K – – –
MA
359
MCF Advisors
Kentucky
$83.4K -$1.53K -91 -2%
PPWM
360
PFG Private Wealth Management
Florida
$76K +$740 +44 +1%
NL
361
NVWM LLC
Pennsylvania
$57.6K – – –
TPCW
362
TD Private Client Wealth
New York
$56.9K +$2.37K +141 +4%
TWC
363
TD Waterhouse Canada
Ontario, Canada
$56.9K -$4.67K -246 -8%
PA
364
Parallel Advisors
California
$51.3K -$10.5K -626 -17%
HNB
365
Huntington National Bank
Ohio
$50.1K +$689 +41 +1%
PCM
366
Penserra Capital Management
California
$49K -$2.48M -148,956 -98%
EWA
367
EverSource Wealth Advisors
Alabama
$48.6K +$19.3K +1,146 +66%
SCM
368
Silvant Capital Management
Georgia
$44.5K – – –
FFA
369
Farther Finance Advisors
California
$41.5K +$3.61K +215 +10%
UM
370
UniSuper Management
Australia
$38.7K +$38.7K +2,300 New
NIC
371
Northwest Investment Counselors
Oregon
$37.9K -$13K -776 -26%
VSQM
372
V-Square Quantitative Management
Illinois
$34.8K +$34.8K +2,069 New
DMBA
373
Deseret Mutual Benefit Administrators
Utah
$34.4K – – –
GBT
374
Grove Bank & Trust
Florida
$29.5K -$555 -33 -2%
Bessemer Group
375
Bessemer Group
New Jersey
$29K -$83.1K -4,885 -74%
13 14
15
16 17