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Invesco
IVZ

492 hedge funds and large institutions have $6.83B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 157 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

50% more capital invested

Capital invested by funds: $4.55B → $6.83B (+$2.29B)

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 157

19.12% more ownership

Funds ownership: 67.33% → 86.45% (+19%)

13% more call options, than puts

Call options by funds: $112M | Put options by funds: $98.9M

4% more funds holding

Funds holding: 474 → 492 (+18)

Holders
492
Holders Change
+18
Holders Change %
+3.8%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
196
Reduced
157
Closed
47
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$81M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$57.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.7M
4
ACL
Azora Capital LP
Florida
+$25.5M
5
Goldman Sachs
Goldman Sachs
New York
+$19.8M

Top Sellers

1
TFM
Trian Fund Management
New York
-$66.5M
2
Amundi
Amundi
France
-$25.4M
3
American Century Companies
American Century Companies
Missouri
-$23.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$22.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
426
Venturi Wealth Management
Texas
$10.6K +$1.41K +86 +17%
FCA
427
FinTrust Capital Advisors
South Carolina
$9.75K – – –
IA
428
IFP Advisors
Florida
$9.55K +$3.1K +189 +53%
BIA
429
Bell Investment Advisors
California
$8.41K -$591 -36 -7%
AW
430
Avion Wealth
Texas
$8K +$8.21K +500 New
RTL
431
Red Tortoise LLC
Georgia
$7.83K – – –
PWMG
432
Private Wealth Management Group
New Jersey
$7.6K +$99 +6 +1%
ATS
433
Ashton Thomas Securities
New York
$7.29K +$6.82K +415 New
FFO
434
Fortitude Family Office
Arizona
$7.15K – – –
JWA
435
JFS Wealth Advisors
Pennsylvania
$6.04K +$525 +32 +10%
FHA
436
First Horizon Advisors
Tennessee
$5.9K -$328 -20 -6%
PFG
437
Peterson Financial Group
Iowa
$5.63K +$5.27K +321 New
CIA
438
Cape Investment Advisory
Georgia
$5.16K – – –
HNB
439
Hilltop National Bank
Wyoming
$5.06K -$15.6K -950 -77%
O
440
Ossiam
France
$4.9K +$4.58K +279 New
BWAM
441
Boyd Watterson Asset Management
Ohio
$4.69K – – –
DIP
442
DT Investment Partners
Pennsylvania
$4.67K +$4.37K +266 New
CPG
443
Cornerstone Planning Group
New Jersey
$4.43K – – –
GRP
444
Global Retirement Partners
California
$4.41K +$525 +32 +15%
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$4.34K – – –
TSMHT
446
Thurston Springer Miller Herd & Titak
Indiana
$4.04K +$49 +3 +1%
HWM
447
Hemington Wealth Management
Virginia
$4K +$4.19K +255 New
EAM
448
Eukles Asset Management
Ohio
$3.51K – – –
W
449
WealthCollab
Washington
$3.14K – – –
RCM
450
Raleigh Capital Management
North Carolina
$3.11K +$361 +22 +14%
16 17
18
19 20

IVZ Hedge Fund Activity: Q3 2024 in Review

492 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2024, worth a combined $6.83B — up 50% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IVZ positions and 47 closed out — a net gain of 20 holders — while 196 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $81M. The largest seller was Trian Fund Management, cutting an estimated $66.5M.

  • 492 institutional investors held Invesco (IVZ) as of Q3 2024, up from 474 in Q2 2024.
  • Funds reported $6.83B of Invesco stock for Q3 2024, up 50% quarter-over-quarter.
  • 67 funds opened new Invesco positions in Q3 2024 and 47 closed out, a net change of +20 holders.
  • The largest Invesco buyer in Q3 2024 was Millennium Management, an estimated $81M added.
  • The largest Invesco seller in Q3 2024 was Trian Fund Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.