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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 %
MA
351
MCF Advisors
Kentucky
$94.4K +$60 +4 +0.1%
C
352
Covestor
United Kingdom
$84K -$3.78K -252 -4%
QC
353
Quent Capital
New York
$74.1K -$3.31K -221 -4%
AIP
354
Ameritas Investment Partners
Nebraska
$73.1K -$10.6K -710 -13%
GI
355
Gradient Investments
Minnesota
$67.7K +$64.3K +4,296 +1,852%
UCB
356
United Community Bank
South Carolina
$62.5K -$51.4K -3,435 -45%
HWA
357
HHM Wealth Advisors
Tennessee
$61.3K +$61.3K +4,100 New
TPCW
358
TD Private Client Wealth
New York
$55.2K +$6.42K +429 +13%
OIA
359
Optimum Investment Advisors
Illinois
$52.4K – – –
PA
360
Parallel Advisors
California
$49.1K -$6.57K -439 -12%
EWA
361
EverSource Wealth Advisors
Alabama
$39.9K -$8.08K -468 -17%
SCM
362
Silvant Capital Management
Georgia
$39.6K – – –
CAL
363
Capital Analysts LLC
Pennsylvania
$35K +$12.4K +832 +55%
SIM
364
Sentry Investment Management
Wisconsin
$30K +$30K +2,036 New
PB
365
Pinnacle Bancorp
Nebraska
$29.9K – – –
RAM
366
Resona Asset Management
Japan
$29.1K +$10.8K +727 +59%
ADL
367
Asset Dedication LLC
California
$28.4K – – –
TFF
368
The Family Firm
Maryland
$28.1K +$28.1K +1,877 New
GCM
369
Gables Capital Management
Florida
$24.4K – – –
WT
370
Whittier Trust
California
$23.1K +$12.9K +862 +126%
PS
371
Principal Securities
Iowa
$23.1K +$4.97K +332 +27%
DMBA
372
Deseret Mutual Benefit Administrators
Utah
$22.8K – – –
UB
373
UMB Bank
Missouri
$22.3K +$13.4K +897 +151%
Walleye Trading
374
Walleye Trading
New York
$21.8K -$222K -14,823 -91%
EC
375
EdgeRock Capital
Colorado
$21.8K +$21.8K +1,455 New
13 14
15
16 17