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Invesco
IVZ

Overview Fund Activity

491 hedge funds and large institutions have $5.01B invested in Invesco in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 164 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
65
Increased
183
Reduced
164
Closed
57
Calls
$25.8M
Puts
$112M
Net Calls
-$85.9M
Net Calls Change
-$90.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$902M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$51.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$41.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$51.1M
5
Bank of America
5
Bank of America
North Carolina
$35.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$16.8M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$6.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
451
Janiczek Wealth Management
Colorado
$2.8K – – –
RS
452
Rakuten Securities
Japan
$2.77K +$1.44K +87 +109%
RCM
453
Raleigh Capital Management
North Carolina
$2.74K -$1.18K -71 -30%
T
454
Tidemark
California
$2.57K +$912 +55 +55%
SIS
455
Sound Income Strategies
Florida
$2.39K – – –
MCM
456
Manchester Capital Management
Vermont
$2.37K +$183 +11 +8%
PCA
457
Providence Capital Advisors
North Carolina
$2.31K +$2.31K +139 New
PO
458
Private Ocean
California
$2.22K – – –
BBHC
459
Brown Brothers Harriman & Co
New York
$2.02K – – –
PWMG
460
Prestige Wealth Management Group
New Jersey
$1.96K – – –
FWM
461
FSA Wealth Management
Massachusetts
$1.86K – – –
CCM
462
Chilton Capital Management
Texas
$1.81K – – –
AWM
463
Avior Wealth Management
Nebraska
$1.73K +$1.73K +104 New
CWP
464
Concord Wealth Partners
Virginia
$1.69K – – –
PHK
465
Point72 Hong Kong
Hong Kong
$1.66K +$1.66K +100 New
SIC
466
SJS Investment Consulting
Ohio
$1.58K +$149 +9 +10%
AF
467
Advisornet Financial
Minnesota
$1.51K +$581 +35 +63%
CPG
468
Cornerstone Planning Group
New Jersey
$1.48K +$1.48K +100 New
JPWM
469
Jamison Private Wealth Management
Georgia
$1.33K +$1.33K +80 New
WTC
470
WhitTier Trust Company
Nevada
$1.33K +$1.33K +80 New
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$1.25K +$100 +6 +9%
HIA
472
Harbor Investment Advisory
Maryland
$1.23K +$1.23K +74 New
MCM
473
MV Capital Management
Maryland
$1.1K – – –
GWM
474
Geneos Wealth Management
Colorado
$1.06K – – –
GKIM
475
GW&K Investment Management
Massachusetts
$1K -$5.76K -305 -85%
17 18
19
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