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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 %
SM
501
Sciencast Management
New Jersey
– -$484K -32,376 Closed
DTL
502
Dynamic Technology Lab
Singapore
– -$459K -30,648 Closed
IUHSA
503
Itau Unibanco Holding S.A.
Brazil
– -$14.5M -30,300 Closed
UA
504
Unison Advisors
District of Columbia
– -$363K -24,286 Closed
OR
505
Olympiad Research
Connecticut
– -$342K -22,856 Closed
PCM
506
Prelude Capital Management
New York
– -$336K -22,493 Closed
SPA
507
Sherbrooke Park Advisers
New York
– -$303K -20,277 Closed
Korea Investment Corp
508
Korea Investment Corp
South Korea
– -$222K -14,835 Closed
QL
509
Quarry LP
New York
– -$208K -13,902 Closed
ACM
510
Aquatic Capital Management
Illinois
– -$168K -11,200 Closed
IFU
511
iSAM Funds (UK)
United Kingdom
– -$157K -10,496 Closed
SOW
512
State of Wyoming
Wyoming
– -$120K -8,025 Closed
GI
513
Gradient Investments
Minnesota
– -$67.7K -4,528 Closed
TFF
514
The Family Firm
Maryland
– -$28.1K -1,877 Closed
Walleye Trading
515
Walleye Trading
New York
– -$21.8K -1,459 Closed
EC
516
EdgeRock Capital
Colorado
– -$21.8K -1,455 Closed
VNA
517
Valley National Advisers
Pennsylvania
– -$16K -1,080 Closed
AWM
518
Avondale Wealth Management
Texas
– -$15.7K -1,050 Closed
FIA
519
FNY Investment Advisers
New York
– -$14K -1,000 Closed
Twin Tree Management
520
Twin Tree Management
Texas
– -$13.8K -923 Closed
LIA
521
Lynx Investment Advisory
District of Columbia
– -$6.43K -430 Closed
GG
522
Gleason Group
Kentucky
– -$4.89K -327 Closed
RFG
523
RFP Financial Group
Georgia
– -$3.73K -249 Closed
ATPW
524
Ashton Thomas Private Wealth
Arizona
– -$3.61K -241 Closed
GLR
525
Great Lakes Retirement
Ohio
– -$2.56K -171 Closed
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