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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
Point72 Asset Management
Connecticut
$52.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$271M
3
AllianceBernstein
AllianceBernstein
Tennessee
$87.2M
4
Millennium Management
Millennium Management
New York
$76.3M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
$14.5M

Top Sellers

1
TFM
Trian Fund Management
New York
$407M
2
Vanguard Group
Vanguard Group
Pennsylvania
$746M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
State Street
State Street
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
451
WhitTier Trust Company
Nevada
$1.2K – – –
MCM
452
MV Capital Management
Maryland
$1.06K +$75 +5 +8%
GKIM
453
GW&K Investment Management
Massachusetts
$1K +$430 +40 +75%
UWS
454
Unique Wealth Strategies
Illinois
$995 +$995 +60 New
GWM
455
Geneos Wealth Management
Colorado
$957 – – –
T
456
Tidemark
California
$823 -$1.5K -100 -65%
CJ
457
Caitlin John
Michigan
$793 – – –
CWC
458
Carolinas Wealth Consulting
North Carolina
$763 +$150 +10 +24%
NL
459
NVWM LLC
Pennsylvania
$763 +$763 +51 New
SWM
460
Sugarloaf Wealth Management
Georgia
$748 – – –
SIS
461
Sound Income Strategies
Florida
$673 -$1.48K -99 -69%
CAS
462
Coppell Advisory Solutions
Texas
$643 +$643 +43 New
DF
463
Dunhill Financial
United Kingdom
$603 +$15 +1 +3%
ECM
464
Everence Capital Management
Indiana
$494 – – –
AF
465
Advisornet Financial
Minnesota
$389 -$972 -65 -71%
KFS
466
Kelly Financial Services
Massachusetts
$359 – – –
HIA
467
Harbor Investment Advisory
Maryland
$254 -$852 -57 -77%
BGAI
468
Bruce G. Allen Investments
Colorado
$254 – – –
DWA
469
Delos Wealth Advisors
Texas
$165 – – –
WA
470
WestEnd Advisors
North Carolina
$120 +$90 +6 +300%
RWM
471
Ruedi Wealth Management
Illinois
$105 +$105 +7 New
SWA
472
SOA Wealth Advisors
New York
$102 – – –
Massachusetts Financial Services
473
Massachusetts Financial Services
Massachusetts
– -$21.9M -1,321,758 Closed
Qube Research & Technologies (QRT)
474
Qube Research & Technologies (QRT)
United Kingdom
– -$16.2M -978,238 Closed
O
475
Ossiam
France
– -$11.3M -680,157 Closed
17 18
19
20 21