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Invesco
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Overview Fund Activity

488 hedge funds and large institutions have $5.42B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 85 closing their positions.

Holders
488
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
157
Reduced
185
Closed
85
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$67M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$61.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$95.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$246M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$45.4M
2
Amundi
2
Amundi
France
$30M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$12.5M
4
State Street
4
State Street
Massachusetts
$376M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
JGIA
451
Jackson Grant Investment Advisers
Connecticut
$3.05K 171 – –
JWM
452
Janiczek Wealth Management
Colorado
$3.02K 169 – –
Loomis, Sayles & Company
453
Loomis, Sayles & Company
Massachusetts
$3K 191 +191 New
VWM
454
Venturi Wealth Management
Texas
$2.86K 160 +31 +24%
RL
455
Rogco LP
Oklahoma
$2.68K 150 – –
SIS
456
Sound Income Strategies
Florida
$2.57K 144 +99 +220%
CAS
457
Coppell Advisory Solutions
Texas
$2.53K 142 +97 +216%
PO
458
Private Ocean
California
$2.39K 134 – –
MCM
459
Manchester Capital Management
Vermont
$2.36K 132 +132 New
BBHC
460
Brown Brothers Harriman & Co
New York
$2.18K 122 -13 -10%
PWMG
461
Prestige Wealth Management Group
New Jersey
$2.11K 118 – –
FWM
462
FSA Wealth Management
Massachusetts
$2K 112 +112 New
CCM
463
Chilton Capital Management
Texas
$1.95K 109 – –
CWP
464
Concord Wealth Partners
Virginia
$1.82K 102 -420 -80%
T
465
Tidemark
California
$1.78K 100 +100 New
SIC
466
SJS Investment Consulting
Ohio
$1.54K 86 +10 +13%
CA
467
Crewe Advisors
Utah
$1.52K 85 +85 New
RS
468
Rakuten Securities
Japan
$1.43K 80 +80 New
AA
469
Addison Advisors
Vermont
$1.37K 77 +77 New
DPW
470
DiNuzzo Private Wealth
Pennsylvania
$1.23K 69 +69 New
MCM
471
MV Capital Management
Maryland
$1.18K 66 -567 -90%
GWM
472
Geneos Wealth Management
Colorado
$1.14K 64 +64 New
CSB
473
City State Bank
Iowa
$1K 50 – –
AF
474
Advisornet Financial
Minnesota
$999 56 +56 New
SWM
475
Sugarloaf Wealth Management
Georgia
$892 50 -920 -95%
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19
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