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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
NA
451
NewEdge Advisors
Louisiana
$3.06K +$16 +1 +0.6%
JGIA
452
Jackson Grant Investment Advisers
Connecticut
$3K – – –
EB
453
Eastern Bank
Massachusetts
$2.83K +$2.64K +161 New
CFD
454
Creative Financial Designs
Indiana
$2.67K -$13.6K -830 -85%
BBHC
455
Brown Brothers Harriman & Co
New York
$2.14K – – –
PWMG
456
Prestige Wealth Management Group
New Jersey
$2.07K – – –
OP
457
ORG Partners
Indiana
$2.02K – – –
GKIM
458
GW&K Investment Management
Massachusetts
$2K +$542 +33 +35%
FWM
459
FSA Wealth Management
Massachusetts
$1.97K +$1.84K +112 New
SIC
460
SJS Investment Consulting
Ohio
$1.77K +$99 +6 +6%
AF
461
Advisornet Financial
Minnesota
$1.77K +$1.23K +75 +288%
SWM
462
Spire Wealth Management
Virginia
$1.72K – – –
TCA
463
Trifecta Capital Advisors
Illinois
$1.7K – – –
MCM
464
MV Capital Management
Maryland
$1.65K +$378 +23 +32%
DPW
465
DiNuzzo Private Wealth
Pennsylvania
$1.6K +$49 +3 +3%
CAS
466
Coppell Advisory Solutions
Texas
$1.52K +$706 +43 +100%
CFO
467
CVA Family Office
Colorado
$1.51K – – –
WTC
468
WhitTier Trust Company
Nevada
$1.4K – – –
TFM
469
TFC Financial Management
Massachusetts
$1.35K +$1.26K +77 New
ZB
470
Zions Bancorporation
Utah
$1.12K -$2.31K -141 -69%
IAIM
471
International Assets Investment Management
Florida
$1.07K +$310K +18,869 New
T
472
Tidemark
California
$966 – – –
CJ
473
Caitlin John
Michigan
$935 – – –
CWC
474
Carolinas Wealth Consulting
North Carolina
$896 – – –
NL
475
NVWM LLC
Pennsylvania
$896 – – –
17 18
19
20 21

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.