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631 hedge funds and large institutions have $10.2B invested in Invesco in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 268 increasing their positions, 193 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,509% more call options, than puts

Call options by funds: $182M | Put options by funds: $11.3M

39% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 193

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

1.93% more ownership

Funds ownership: 92.48%94.41% (+1.9%)

1% more funds holding

Funds holding: 627631 (+4)

6% less capital invested

Capital invested by funds: $10.8B → $10.2B (-$639M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
7.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
90
Increased
268
Reduced
193
Closed
74
Calls
$182M
Puts
$11.3M
Net Calls
+$171M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
51
Teachers Retirement System of the State of Kentucky
Kentucky
$23.3M +$24.2M +925,300 +2,633%
TAM
52
Todd Asset Management
Kentucky
$22.5M +$24.2M +926,713 New
EGM
53
Engineers Gate Manager
New York
$22.4M -$3.67M -140,315 -13%
IC
54
IEQ Capital
California
$22.2M -$38.2K -1,459 -0.2%
Voloridge Investment Management
55
Voloridge Investment Management
Florida
$22M +$23.7M +906,701 New
Squarepoint
56
Squarepoint
New York
$20.1M +$7.9M +301,969 +57%
Principal Financial Group
57
Principal Financial Group
Iowa
$20M +$1.13M +43,322 +6%
Franklin Resources
58
Franklin Resources
California
$19.9M +$3.86M +147,400 +22%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$19.6M +$13M +498,798 +162%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$18.1M -$695K -26,574 -3%
Swiss National Bank
61
Swiss National Bank
Switzerland
$17.1M
Cerity Partners
62
Cerity Partners
New York
$17.1M -$81.4K -3,111 -0.4%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$17M +$335K +12,802 +2%
Legal & General Group
64
Legal & General Group
United Kingdom
$16.6M -$1.19M -45,445 -6%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$16.4M +$6.36M +242,949 +56%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$16.1M -$1.8M -68,891 -9%
Credit Agricole
67
Credit Agricole
France
$15.8M +$565K +21,611 +3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$14.1M -$3.7M -141,393 -20%
SPS
69
Susquehanna Portfolio Strategies
Pennsylvania
$14M
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$13.1M +$1.06M +40,497 +8%
WCM
71
Wealthcare Capital Management
Virginia
$11.3M -$863K -33,000 -7%
ECM
72
Endure Capital Management
Texas
$11.2M +$12.1M +461,606 New
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$11.2M +$411K +15,700 +4%
GL
74
Governors Lane
New York
$10.4M +$2.53M +96,571 +29%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$10.1M +$2.07M +79,273 +23%

IVZ Hedge Fund Activity: Q1 2026 in Review

631 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2026, worth a combined $10.2B — down 5.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IVZ positions and 74 closed out — a net gain of 16 holders — while 268 added to existing stakes and 193 trimmed.

The largest buyer was Millennium Management, adding an estimated $203M. The largest seller was State Street, cutting an estimated $127M.

  • 631 institutional investors held Invesco (IVZ) as of Q1 2026, up from 627 in Q4 2025.
  • Funds reported $10.2B of Invesco stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 90 funds opened new Invesco positions in Q1 2026 and 74 closed out, a net change of +16 holders.
  • The largest Invesco buyer in Q1 2026 was Millennium Management, an estimated $203M added.
  • The largest Invesco seller in Q1 2026 was State Street, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2026.