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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 %
CPG
426
Cornerstone Planning Group
New Jersey
$3.7K +$2.2K +147 +147%
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$3.7K – – –
ATPW
428
Ashton Thomas Private Wealth
Arizona
$3.61K +$3.61K +241 New
TSMHT
429
Thurston Springer Miller Herd & Titak
Indiana
$3.41K +$3.41K +227 New
GRP
430
Global Retirement Partners
California
$3.28K +$135 +9 +4%
ZB
431
Zions Bancorporation
Utah
$3.07K -$2.51K -168 -45%
EAM
432
Eukles Asset Management
Ohio
$2.99K – – –
HCP
433
Hexagon Capital Partners
Arkansas
$2.89K – – –
W
434
WealthCollab
Washington
$2.68K – – –
NA
435
NewEdge Advisors
Louisiana
$2.59K -$2.24K -150 -46%
JGIA
436
Jackson Grant Investment Advisers
Connecticut
$2.56K – – –
GLR
437
Great Lakes Retirement
Ohio
$2.56K +$2.56K +171 New
JWM
438
Janiczek Wealth Management
Colorado
$2.53K – – –
RCM
439
Raleigh Capital Management
North Carolina
$2.32K -$150 -10 -6%
PCA
440
Providence Capital Advisors
North Carolina
$2.08K – – –
BBHC
441
Brown Brothers Harriman & Co
New York
$1.83K – – –
PWMG
442
Prestige Wealth Management Group
New Jersey
$1.77K – – –
FW
443
Fairway Wealth
Ohio
$1.72K +$1.72K +115 New
OP
444
ORG Partners
Indiana
$1.71K +$1.71K +115 New
AA
445
Ancora Advisors
Ohio
$1.6K +$1.6K +107 New
SWM
446
Spire Wealth Management
Virginia
$1.47K +$793 +53 +118%
TCA
447
Trifecta Capital Advisors
Illinois
$1.45K +$1.45K +97 New
SIC
448
SJS Investment Consulting
Ohio
$1.42K – – –
DPW
449
DiNuzzo Private Wealth
Pennsylvania
$1.32K +$195 +13 +17%
CFO
450
CVA Family Office
Colorado
$1.29K +$688 +46 +115%
16 17
18
19 20