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Invesco
IVZ

Overview Fund Activity

484 hedge funds and large institutions have $6.78B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+13
Holders Change %
+2.76%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
194
Reduced
153
Closed
49
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
$176M
2
AQR Capital Management
AQR Capital Management
Connecticut
$102M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$348M
4
ACL
Azora Capital LP
Florida
$27.3M
5
Goldman Sachs
Goldman Sachs
New York
$77M

Top Sellers

1
TFM
Trian Fund Management
New York
$407M
2
Amundi
Amundi
France
$20.5M
3
American Century Companies
American Century Companies
Missouri
$3.93M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$674K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
476
Concourse Financial Group Securities
Alabama
$456 -$3.98K -227 -90%
HWA
477
Heritage Wealth Advisors
Virginia
$421 +$421 +24 New
CA
478
Clearstead Advisors
Ohio
$176 +$176 +10 New
WA
479
WestEnd Advisors
North Carolina
$158 +$18 +1 +13%
SWA
480
SOA Wealth Advisors
New York
$121 – – –
RS
481
Rakuten Securities
Japan
$53 +$53 +3 New
LFG
482
Larson Financial Group
Missouri
$53 +$53 +3 New
WBC
483
West Branch Capital
Massachusetts
$53 +$53 +3 New
MFG
484
Mendota Financial Group
Wisconsin
$36 +$36 +2 New
Norges Bank
485
Norges Bank
Norway
– -$31.7M -2,120,733 Closed
Connor, Clark & Lunn Investment Management (CC&L)
486
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$22.3M -1,492,565 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
487
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$7.84M -524,200 Closed
Balyasny Asset Management
488
Balyasny Asset Management
Illinois
– -$6.1M -407,503 Closed
VI
489
Vestcor Inc
New Brunswick, Canada
– -$1.4M -93,612 Closed
TPSF
490
Texas Permanent School Fund
Texas
– -$1.12M -74,540 Closed
Group One Trading
491
Group One Trading
Illinois
– -$962K -64,317 Closed
AC
492
AXQ Capital
New Jersey
– -$949K -63,405 Closed
OTL
493
Oak Thistle LLC
New York
– -$824K -55,078 Closed
IMC Chicago
494
IMC Chicago
Illinois
– -$729K -48,738 Closed
BFM
495
Boothbay Fund Management
New York
– -$681K -45,553 Closed
BA
496
Bridgewater Associates
Connecticut
– -$593K -39,616 Closed
Axa
497
Axa
France
– -$582K -38,900 Closed
FCH
498
Freestone Capital Holdings
Washington
– -$548K -36,618 Closed
ECM
499
Everence Capital Management
Indiana
– -$494 -34,830 Closed
LP
500
LMR Partners
United Kingdom
– -$510K -34,112 Closed
18 19
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