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Invesco
IVZ

Overview Fund Activity

508 hedge funds and large institutions have $5.13B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 53 closing their positions.

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
200
Reduced
162
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$154M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$50.6M
3
BlackRock
3
BlackRock
New York
$783M
4
Goldman Sachs
4
Goldman Sachs
New York
$76.6M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$28.8M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$557M
2
GC
2
Gillson Capital
Illinois
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$23M
4
State Street
4
State Street
Massachusetts
$399M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
501
North Star Investment Management
Illinois
$459 28 – –
KFS
502
Kelly Financial Services
Massachusetts
$394 24 – –
DWA
503
Delos Wealth Advisors
Texas
$296 18 – –
TFM
504
TFC Financial Management
Massachusetts
$230 14 +14 New
TWP
505
TFO Wealth Partners
Ohio
$180 11 +10 +1,000%
SWA
506
SOA Wealth Advisors
New York
$105 6 – –
GC
507
Gillson Capital
Illinois
– – -2,009,996 Closed
N
508
Natixis
France
– – -247,464 Closed
GI
509
GAMCO Investors
Connecticut
– – -90,000 Closed
Parallax Volatility Advisers
510
Parallax Volatility Advisers
California
– – -67,473 Closed
EIM
511
Essex Investment Management
Massachusetts
– – -54,061 Closed
Group One Trading
512
Group One Trading
Illinois
– – -52,712 Closed
PIC
513
Portland Investment Counsel
Ontario, Canada
– – -35,983 Closed
OQS
514
Occudo Quantitative Strategies
Florida
– – -35,496 Closed
Voloridge Investment Management
515
Voloridge Investment Management
Florida
– – -32,919 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
516
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -28,337 Closed
JSC
517
Jackson Square Capital
California
– – -27,152 Closed
YIH
518
Y-Intercept (HK)
Hong Kong
– – -26,844 Closed
PG
519
Proffitt & Goodson
Tennessee
– – -26,799 Closed
MLICM
520
Metropolitan Life Insurance Company (MetLife)
New York
– – -26,304 Closed
CCM
521
CAAS Capital Management
New York
– – -20,331 Closed
AT
522
Arvest Trust
Oklahoma
– – -19,362 Closed
CC
523
Cipher Capital
New York
– – -16,130 Closed
Balyasny Asset Management
524
Balyasny Asset Management
Illinois
– – -16,130 Closed
WPC
525
Wedmont Private Capital
Pennsylvania
– – -15,439 Closed
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