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Invesco
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Overview Fund Activity

473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M

Top Buyers

1
Amundi
Amundi
France
$82.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$119M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$24.6M
4
GC
Gillson Capital
Illinois
$15M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$94.5M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
3
Goldman Sachs
Goldman Sachs
New York
$49.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$809K
5
Bank of America
Bank of America
North Carolina
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
501
Echo Street Capital Management
New York
– -$358K -21,800 Closed
EP
502
Edgestream Partners
New Jersey
– -$335K -20,446 Closed
WBC
503
Westpac Banking Corp
Australia
– -$333K -20,291 Closed
William Blair & Company
504
William Blair & Company
Illinois
– -$330K -20,122 Closed
OAM
505
Oppenheimer Asset Management
New York
– -$328K -19,999 Closed
FRM
506
Fox Run Management
Connecticut
– -$307K -18,692 Closed
BL
507
Balentine LLC
Georgia
– -$297K -18,125 Closed
MOS
508
MGO One Seven
Ohio
– -$284K -17,307 Closed
T
509
TCWP
Ohio
– -$270K -16,438 Closed
Verition Fund Management
510
Verition Fund Management
Connecticut
– -$264K -16,092 Closed
ALAM
511
Asahi Life Asset Management
Japan
– -$249K -15,160 Closed
MM
512
MQS Management
New York
– -$228K -13,899 Closed
PIA
513
Perennial Investment Advisors
California
– -$201K -12,258 Closed
XT
514
XTX Topco
Cayman Islands
– -$194K -11,813 Closed
MA
515
Mutual Advisors
Nebraska
– -$193K -11,776 Closed
TC
516
TwinBeech Capital
New York
– -$187K -11,400 Closed
GT
517
Greenleaf Trust
Michigan
– -$174K -10,623 Closed
TI
518
Tidal Investments
Wisconsin
– -$169K -10,334 Closed
FNBOSM
519
First National Bank of South Miami
Florida
– -$154K -9,397 Closed
ETC
520
Exchange Traded Concepts
Oklahoma
– -$124K -7,557 Closed
DFCM
521
Dark Forest Capital Management
Puerto Rico
– -$109K -6,671 Closed
SOW
522
State of Wyoming
Wyoming
– -$96.3K -5,870 Closed
EI
523
Ellevest Inc
New York
– -$91.8K -5,599 Closed
NA
524
NewEdge Advisors
Louisiana
– -$88.8K -5,417 Closed
BAM
525
Belpointe Asset Management
Nevada
– -$73.3K -4,469 Closed
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