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Invesco
IVZ

474 hedge funds and large institutions have $4.55B invested in Invesco in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 180 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 171

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 67.46% → 67.33% (-0.12%)

4% less funds holding

Funds holding: 495 → 474 (-21)

9% less capital invested

Capital invested by funds: $5.02B → $4.55B (-$477M)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

46% less call options, than puts

Call options by funds: $40M | Put options by funds: $74.4M

Holders
474
Holders Change
-21
Holders Change %
-4.24%
% 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
180
Reduced
171
Closed
67
Calls
$40M
Puts
$74.4M
Net Calls
-$34.4M
Net Calls Change
+$51.5M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$53.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$51.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$51.4M
4
Millennium Management
Millennium Management
New York
+$42.3M
5
Jane Street
Jane Street
New York
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
-$103M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$24.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$21.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$16.2M
5
State Street
State Street
Massachusetts
-$14.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
526
Orion Capital Management
California
– -$28.2K -1,700 Closed
DA
527
Denali Advisors
California
– -$22.2K -1,337 Closed
CFS
528
CGC Financial Services
Oregon
– -$19.2K -1,155 Closed
OPTFSNA
529
Old Point Trust & Financial Services N A
Virginia
– -$16.6K -1,000 Closed
NIC
530
Northwest Investment Counselors
Oregon
– -$12.6K -757 Closed
VL
531
Vima LLC
Michigan
– -$6.94K -423 Closed
IGWM
532
ICA Group Wealth Management
Colorado
– -$3.48K -210 Closed
RS
533
Rakuten Securities
Japan
– -$2.77K -167 Closed
PO
534
Private Ocean
California
– -$2.22K -134 Closed
CCM
535
Chilton Capital Management
Texas
– -$1.81K -109 Closed
CWP
536
Concord Wealth Partners
Virginia
– -$1.69K -102 Closed
PHK
537
Point72 Hong Kong
Hong Kong
– -$1.66K -100 Closed
JPWM
538
Jamison Private Wealth Management
Georgia
– -$1.33K -80 Closed
CSB
539
City State Bank
Iowa
– -$1K -50 Closed
CAL
540
Capital Advisors Ltd
Ohio
– -$1K -36 Closed
TWP
541
TFO Wealth Partners
Ohio
– -$182 -11 Closed
18 19 20 21
22

IVZ Hedge Fund Activity: Q2 2024 in Review

474 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2024, worth a combined $4.55B — down 9.5% from $5.02B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of IVZ and 53 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 180 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $53.9M. The largest seller was Trian Fund Management, cutting an estimated $103M.

  • 474 institutional investors held Invesco (IVZ) as of Q2 2024, down from 495 in Q1 2024.
  • Funds reported $4.55B of Invesco stock for Q2 2024, down 9.5% quarter-over-quarter.
  • 53 funds opened new Invesco positions in Q2 2024 and 67 closed out, a net change of -14 holders.
  • The largest Invesco buyer in Q2 2024 was Point72 Asset Management, an estimated $53.9M added.
  • The largest Invesco seller in Q2 2024 was Trian Fund Management, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2024.