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Invesco
IVZ

Overview Fund Activity

500 hedge funds and large institutions have $4.41B invested in Invesco in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 217 increasing their positions, 137 reducing their positions, and 60 closing their positions.

Holders
500
Holders Change
-15
Holders Change %
-2.91%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
217
Reduced
137
Closed
60
Calls
$24.7M
Puts
$34.1M
Net Calls
-$9.39M
Net Calls Change
+$8.53M

Top Buyers

1
State Street
1
State Street
Massachusetts
$348M
2
BlackRock
2
BlackRock
New York
$595M
3
Citadel Advisors
3
Citadel Advisors
Florida
$49.2M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$122M
5
SSA
5
Schonfeld Strategic Advisors
New York
$26.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
KP
2
Kiltearn Partners
United Kingdom
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$21.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.2M
5
IIM
5
INTECH Investment Management
Florida
$9.67M
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
526
KeyBank National Association
Ohio
– – -11,115 Closed
Cerity Partners
527
Cerity Partners
New York
– – -10,472 Closed
FMLI
528
Fukoku Mutual Life Insurance
Japan
– – -8,630 Closed
PFS
529
Prospera Financial Services
Texas
– – -3,892 Closed
RTC
530
Riverview Trust Company
Washington
– – -2,999 Closed
CWP
531
Concord Wealth Partners
Virginia
– – -1,831 Closed
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
– – -1,070 Closed
CA
533
CoreCap Advisors
Michigan
– – -1,051 Closed
SN
534
Sittner & Nelson
Oregon
– – -470 Closed
FBT
535
First Bank & Trust
South Dakota
– – -467 Closed
GIA
536
GHP Investment Advisors
Colorado
– – -376 Closed
VVP
537
Venture Visionary Partners
Ohio
– – -296 Closed
GWM
538
Geneos Wealth Management
Colorado
– – -221 Closed
GKIM
539
GW&K Investment Management
Massachusetts
– – -130 Closed
CCM
540
Chilton Capital Management
Texas
– – -109 Closed
PWMG
541
Prestige Wealth Management Group
New Jersey
– – -77 Closed
MFT
542
Moisand Fitzgerald Tamayo
Florida
– – -70 Closed
TFGT
543
TS Financial Group (TSFG)
Illinois
– – -57 Closed
S
544
Surevest
California
– – -20 Closed
SFG
545
Steward Financial Group
Texas
– – -19 Closed
WTC
546
WhitTier Trust Company
Nevada
– – -11 Closed
CWM
547
Curi Wealth Management
North Carolina
– – -10 Closed
AW
548
ACG Wealth
Georgia
– – -6 Closed
WWM
549
Wolff Wiese Magana
California
$0 10 -5 -33%
CFGS
550
Concourse Financial Group Securities
Alabama
– – -2 Closed
19 20 21
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