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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 %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$25.8M +$10.4M +628,419 +68%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$24.8M +$968K +58,332 +4%
UBS Group
28
UBS Group
Switzerland
$23.1M -$4.92M -296,298 -18%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$21.9M -$20.3M -1,222,807 -48%
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$20M +$19.7M +1,189,670 +6,862%
Pzena Investment Management
31
Pzena Investment Management
New York
$18.5M -$98.2K -5,919 -0.5%
Macquarie Group
32
Macquarie Group
Australia
$18.3M +$18.2M +1,099,986 +25,581%
Deutsche Bank
33
Deutsche Bank
Germany
$18.1M -$66.6K -4,015 -0.4%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$18M -$57K -3,437 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.9M +$80.8K +4,870 +0.5%
First Trust Advisors
36
First Trust Advisors
Illinois
$16.9M -$2.81M -169,560 -14%
Citadel Advisors
37
Citadel Advisors
Florida
$16.8M -$72.1M -4,345,874 -81%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$16.7M -$1.17M -70,320 -7%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$16.4M +$6.37M +384,217 +64%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$16.2M +$16.2M +978,238 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$16.1M -$820K -49,410 -5%
Renaissance Technologies
42
Renaissance Technologies
New York
$14.9M +$12.7M +767,200 +591%
Squarepoint
43
Squarepoint
New York
$14.4M -$17.4M -1,048,312 -55%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$13.7M +$3.94M +237,756 +40%
Axa
45
Axa
France
$12.5M -$8.02M -483,386 -39%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$11.6M -$724K -43,638 -6%
Legal & General Group
47
Legal & General Group
United Kingdom
$11.6M +$517K +31,177 +5%
O
48
Ossiam
France
$11.3M +$10.9M +655,977 +2,713%
Swiss National Bank
49
Swiss National Bank
Switzerland
$11M +$43.1K +2,600 +0.4%
UBS AM
50
UBS AM
Illinois
$10.8M -$119K -7,148 -1%
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