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Invesco
IVZ

Overview Fund Activity

500 hedge funds and large institutions have $4.41B invested in Invesco in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 217 increasing their positions, 137 reducing their positions, and 60 closing their positions.

Holders
500
Holders Change
-15
Holders Change %
-2.91%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
217
Reduced
137
Closed
60
Calls
$24.7M
Puts
$34.1M
Net Calls
-$9.39M
Net Calls Change
+$8.53M

Top Buyers

1
State Street
1
State Street
Massachusetts
$348M
2
BlackRock
2
BlackRock
New York
$595M
3
Citadel Advisors
3
Citadel Advisors
Florida
$49.2M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$122M
5
SSA
5
Schonfeld Strategic Advisors
New York
$26.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
KP
2
Kiltearn Partners
United Kingdom
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$21.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.2M
5
IIM
5
INTECH Investment Management
Florida
$9.67M
Name Market Value Shares Shares
Change 		Shares
Change %
KFP
476
KB Financial Partners
New Jersey
$1K 108 – –
BWL
477
Bogart Wealth LLC
Virginia
$1K 46 – –
SWM
478
Selective Wealth Management
Virginia
$1K 83 – –
BCMLT
479
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K 31 – –
SC
480
Sierra Capital
Florida
$1K 47 – –
PA
481
PSI Advisors
Florida
$1K 100 – –
CWC
482
Carolinas Wealth Consulting
North Carolina
$1K 41 – –
SC
483
Schubert & Co
Texas
$1K 108 +6 +6%
DI
484
Disciplined Investments
Oklahoma
$1K 90 +42 +88%
SIC
485
SJS Investment Consulting
Ohio
$1K 49 +49 New
RG
486
Retirement Group
California
$1K 60 +60 New
AWM
487
Abound Wealth Management
Tennessee
$555 40 +40 New
KFS
488
Kelly Financial Services
Massachusetts
$329 24 – –
SWA
489
Sutton Wealth Advisors
Florida
$178 13 – –
Millennium Management
490
Millennium Management
New York
– – -2,464,849 Closed
KP
491
Kiltearn Partners
United Kingdom
– – -2,092,777 Closed
AU
492
Algebris (UK)
United Kingdom
– – -242,232 Closed
MCM
493
Maltese Capital Management
New York
– – -215,000 Closed
Axa
494
Axa
France
– – -200,400 Closed
GC
495
Gillson Capital
Illinois
– – -181,604 Closed
FAT
496
First American Trust
California
– – -178,504 Closed
Acadian Asset Management
497
Acadian Asset Management
Massachusetts
– – -175,774 Closed
Walleye Capital
498
Walleye Capital
New York
– – -66,573 Closed
ERSOT
499
Employees Retirement System of Texas
Texas
– – -62,000 Closed
AIM
500
Aigen Investment Management
New York
– – -54,804 Closed
18 19
20
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