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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RPCA
526
Running Point Capital Advisors
California
– -$234K -13,000 Closed
Arrowstreet Capital
527
Arrowstreet Capital
Massachusetts
– -$227K -12,638 Closed
USAA
528
United Services Automobile Association
Texas
– -$225K -12,496 Closed
MC
529
Moors & Cabot
Massachusetts
– -$199K -11,034 Closed
TSS
530
Two Sigma Securities
New York
– -$197K -10,967 Closed
FFG
531
Ford Financial Group
California
– -$187K -10,404 Closed
MG
532
Mather Group
Illinois
– -$182K -10,121 Closed
PFM
533
Patton Fund Management
Texas
– -$180K -10,006 Closed
USCWA
534
U.S. Capital Wealth Advisors
Texas
– -$132K -7,346 Closed
Rockefeller Capital Management
535
Rockefeller Capital Management
New York
– -$107K -5,990 Closed
DCM
536
Dupont Capital Management
Delaware
– -$54.9K -3,054 Closed
RFG
537
RFP Financial Group
Georgia
– -$41.6K -2,314 Closed
RBC
538
Romano Brothers & Co
Illinois
– -$36K -2,000 Closed
Loomis, Sayles & Company
539
Loomis, Sayles & Company
Massachusetts
– -$35K -1,941 Closed
MCC
540
Money Concepts Capital
Florida
– -$30.4K -1,688 Closed
EE
541
EWG Elevate
California
– -$15.3K -848 Closed
PP
542
PrairieView Partners
Minnesota
– -$12K -700 Closed
MUMSS
543
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$12K -690 Closed
AWM
544
Accurate Wealth Management
Florida
– -$9.16K -469 Closed
AAP
545
Arax Advisory Partners
Colorado
– -$6.19K -344 Closed
MSFP
546
Mark Sheptoff Financial Planning
Connecticut
– -$5.76K -320 Closed
FCT
547
First Community Trust
Iowa
– -$6K -306 Closed
HWA
548
Heritage Wealth Advisors
Virginia
– -$4.41K -245 Closed
ANBT
549
American National Bank & Trust
Texas
– -$4K -206 Closed
AF
550
Affiance Financial
Minnesota
– -$1.42K -79 Closed
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