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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
SWM
476
Sugarloaf Wealth Management
Georgia
$878 – – –
S
477
Sachetta
Massachusetts
$791 +$739 +45 New
SIS
478
Sound Income Strategies
Florida
$790 – – –
GWM
479
Geneos Wealth Management
Colorado
$755 -$345 -21 -33%
DF
480
Dunhill Financial
United Kingdom
$722 +$16 +1 +3%
CA
481
Claris Advisors
Missouri
$474 +$443 +27 New
PMFA
482
Plante Moran Financial Advisors
Michigan
$457 +$427 +26 New
CFGS
483
Concourse Financial Group Securities
Alabama
$456 -$3.73K -227 -90%
HWA
484
Heritage Wealth Advisors
Virginia
$421 +$394 +24 New
CA
485
Clearstead Advisors
Ohio
$176 +$164 +10 New
CAM
486
Chesapeake Asset Management
New York
$175 +$164 +10 New
WA
487
WestEnd Advisors
North Carolina
$158 +$16 +1 +13%
SWA
488
SOA Wealth Advisors
New York
$121 – – –
LFG
489
Larson Financial Group
Missouri
$53 +$49 +3 New
RS
490
Rakuten Securities
Japan
$53 +$49 +3 New
WBC
491
West Branch Capital
Massachusetts
$53 +$49 +3 New
MFG
492
Mendota Financial Group
Wisconsin
$36 +$33 +2 New
Connor, Clark & Lunn Investment Management (CC&L)
493
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$22.3M -1,492,565 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
494
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$7.84M -524,200 Closed
Balyasny Asset Management
495
Balyasny Asset Management
Illinois
– -$6.1M -407,503 Closed
VI
496
Vestcor Inc
New Brunswick, Canada
– -$1.4M -93,612 Closed
Group One Trading
497
Group One Trading
Illinois
– -$1.06M -64,317 Closed
AC
498
AXQ Capital
New Jersey
– -$949K -63,405 Closed
OTL
499
Oak Thistle LLC
New York
– -$824K -55,078 Closed
IMC Chicago
500
IMC Chicago
Illinois
– -$800K -48,738 Closed
18 19
20
21 22

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.