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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
KP
2
Kiltearn Partners
United Kingdom
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$21.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.2M
5
IIM
5
INTECH Investment Management
Florida
$9.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
376
Banque Cantonale Vaudoise
Switzerland
$103K – – –
AS
377
Altshuler Shaham
Israel
$97K -$11.2K -797 -10%
MA
378
MUFG Americas
New York
$90K -$6.07K -445 -6%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$82K -$12.2K -885 -13%
AIP
380
Ameritas Investment Partners
Nebraska
$76K +$13.6K +1,000 +22%
AA
381
AlphaCentric Advisors
Puerto Rico
$76K +$76K +5,554 New
OIA
382
Optimum Investment Advisors
Illinois
$73K – – –
PA
383
Parallel Advisors
California
$69K -$23.2K -1,700 -25%
C
384
Covestor
United Kingdom
$68K +$67.6K +4,953 +17,079%
HNB
385
Huntington National Bank
Ohio
$59K -$1.46K -107 -2%
NIC
386
Northwest Investment Counselors
Oregon
$55K -$12.4K -900 -18%
DMBA
387
Deseret Mutual Benefit Administrators
Utah
$55K – – –
EI
388
Ellevest Inc
New York
$53K -$8.71K -636 -14%
MA
389
MCF Advisors
Kentucky
$53K +$33.1K +2,430 +166%
QCG
390
Quadrant Capital Group
Ohio
$51K +$5.85K +426 +13%
NL
391
NVWM LLC
Pennsylvania
$47K – – –
LIM
392
Longfellow Investment Management
Massachusetts
$47K – – –
TPCW
393
TD Private Client Wealth
New York
$44K -$4.66K -340 -10%
FHA
394
First Horizon Advisors
Tennessee
$37K +$716 +53 +2%
ETC
395
Exchange Traded Concepts
Oklahoma
$37K +$9.3K +670 +34%
SCM
396
Silvant Capital Management
Georgia
$36K – – –
TWA
397
TCI Wealth Advisors
Arizona
$35K -$849 -62 -2%
APA
398
American Portfolios Advisors
New York
$32.1K +$1.51K +110 +5%
SIM
399
Sentry Investment Management
Wisconsin
$31K – – –
SSG
400
Summit Securities Group
New York
$30K -$115K -8,405 -79%
14 15
16
17 18