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Invesco
IVZ

495 hedge funds and large institutions have $5.02B invested in Invesco in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 166 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

11% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 166

1% more funds holding

Funds holding: 491 → 495 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.23% less ownership

Funds ownership: 67.69% → 67.46% (-0.23%)

7% less capital invested

Capital invested by funds: $5.43B → $5.02B (-$404M)

77% less call options, than puts

Call options by funds: $25.8M | Put options by funds: $112M

Holders
495
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
7.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
66
Increased
184
Reduced
166
Closed
57
Calls
$25.8M
Puts
$112M
Net Calls
-$85.9M
Net Calls Change
-$90.3M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$130M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
+$39.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$30.8M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$25.5M
5
Bank of America
Bank of America
North Carolina
+$23.4M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$70.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$67M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.8M
4
Morgan Stanley
Morgan Stanley
New York
-$61M
5
Ameriprise
Ameriprise
Minnesota
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
451
Eukles Asset Management
Ohio
$3.32K – – –
HCP
452
Hexagon Capital Partners
Arkansas
$3.2K – – –
W
453
WealthCollab
Washington
$2.97K – – –
JGIA
454
Jackson Grant Investment Advisers
Connecticut
$2.84K – – –
JWM
455
Janiczek Wealth Management
Colorado
$2.8K – – –
RS
456
Rakuten Securities
Japan
$2.77K +$1.4K +87 +109%
RCM
457
Raleigh Capital Management
North Carolina
$2.74K -$1.15K -71 -30%
T
458
Tidemark
California
$2.57K +$888 +55 +55%
SIS
459
Sound Income Strategies
Florida
$2.39K – – –
MCM
460
Manchester Capital Management
Vermont
$2.37K +$178 +11 +8%
PCA
461
Providence Capital Advisors
North Carolina
$2.31K +$2.24K +139 New
PO
462
Private Ocean
California
$2.22K – – –
BBHC
463
Brown Brothers Harriman & Co
New York
$2.02K – – –
PWMG
464
Prestige Wealth Management Group
New Jersey
$1.96K – – –
FWM
465
FSA Wealth Management
Massachusetts
$1.86K – – –
CCM
466
Chilton Capital Management
Texas
$1.81K – – –
AWM
467
Avior Wealth Management
Nebraska
$1.73K +$1.68K +104 New
CWP
468
Concord Wealth Partners
Virginia
$1.69K – – –
PHK
469
Point72 Hong Kong
Hong Kong
$1.66K +$1.61K +100 New
SIC
470
SJS Investment Consulting
Ohio
$1.58K +$145 +9 +10%
AF
471
Advisornet Financial
Minnesota
$1.51K +$565 +35 +63%
CPG
472
Cornerstone Planning Group
New Jersey
$1.48K +$1.61K +100 New
JPWM
473
Jamison Private Wealth Management
Georgia
$1.33K +$1.29K +80 New
WTC
474
WhitTier Trust Company
Nevada
$1.33K +$1.29K +80 New
DPW
475
DiNuzzo Private Wealth
Pennsylvania
$1.25K +$97 +6 +9%
17 18
19
20 21

IVZ Hedge Fund Activity: Q1 2024 in Review

495 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2024, worth a combined $5.02B — down 7.4% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IVZ positions and 57 closed out — a net gain of 9 holders — while 184 added to existing stakes and 166 trimmed.

The largest buyer was BlackRock, adding an estimated $130M. The largest seller was Citadel Advisors, cutting an estimated $70.1M.

  • 495 institutional investors held Invesco (IVZ) as of Q1 2024, up from 491 in Q4 2023.
  • Funds reported $5.02B of Invesco stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 66 funds opened new Invesco positions in Q1 2024 and 57 closed out, a net change of +9 holders.
  • The largest Invesco buyer in Q1 2024 was BlackRock, an estimated $130M added.
  • The largest Invesco seller in Q1 2024 was Citadel Advisors, an estimated $70.1M sold.

Based on aggregated 13F filings for Q1 2024.