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Invesco
IVZ

Overview Fund Activity

471 hedge funds and large institutions have $4.54B invested in Invesco in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
53
Increased
178
Reduced
170
Closed
66
Calls
$40M
Puts
$74.4M
Net Calls
-$34.4M
Net Calls Change
+$51.5M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$52.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$271M
3
AllianceBernstein
AllianceBernstein
Tennessee
$87.2M
4
Millennium Management
Millennium Management
New York
$76.3M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
$14.5M

Top Sellers

1
TFM
Trian Fund Management
New York
$407M
2
Vanguard Group
Vanguard Group
Pennsylvania
$746M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
State Street
State Street
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
501
Atom Investors
Texas
– -$485K -29,213 Closed
Vontobel Holding
502
Vontobel Holding
Switzerland
– -$399K -24,044 Closed
IPW
503
Impact Partnership Wealth
Georgia
– -$362K -21,818 Closed
MLICM
504
Metropolitan Life Insurance Company (MetLife)
New York
– -$301K -18,129 Closed
BO
505
Bank OZK
Arkansas
– -$283K -17,039 Closed
AIM
506
Aigen Investment Management
New York
– -$250K -15,085 Closed
CIBC World Market
507
CIBC World Market
Ontario, Canada
– -$229K -13,820 Closed
MC
508
Maverick Capital
Texas
– -$208K -12,564 Closed
Natixis Advisors
509
Natixis Advisors
Massachusetts
– -$201K -12,101 Closed
GCP
510
GSA Capital Partners
United Kingdom
– -$192K -11,603 Closed
QIM
511
Quantitative Investment Management
Virginia
– -$185K -11,189 Closed
CFG
512
Cooper Financial Group
California
– -$184K -11,069 Closed
PIA
513
Perennial Investment Advisors
California
– -$182K -10,993 Closed
Fayez Sarofim & Co
514
Fayez Sarofim & Co
Texas
– -$177K -10,691 Closed
MG
515
Meritage Group
California
– -$176K -10,601 Closed
PFM
516
Patton Fund Management
Texas
– -$172K -10,345 Closed
TC
517
Truvestments Capital
Florida
– -$170K -10,234 Closed
LNC
518
Lincoln National Corp
Pennsylvania
– -$169K -10,199 Closed
EC
519
EntryPoint Capital
New York
– -$64.1K -3,862 Closed
AFWM
520
Abich Financial Wealth Management
Virginia
– -$60.2K -3,631 Closed
AS
521
Altshuler Shaham
Israel
– -$31K -1,871 Closed
OCM
522
Orion Capital Management
California
– -$28.2K -1,700 Closed
DA
523
Denali Advisors
California
– -$22.2K -1,337 Closed
CFS
524
CGC Financial Services
Oregon
– -$19.2K -1,155 Closed
OPTFSNA
525
Old Point Trust & Financial Services N A
Virginia
– -$16.6K -1,000 Closed
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