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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.

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 Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$11.2M 682,318 -119,930 -15%
CS
52
Credit Suisse
Switzerland
$11M 672,710 -4,974 -0.7%
O
53
Ossiam
France
$10.8M 659,432 +641,009 +3,479%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$9.56M 583,078 -40,891 -7%
AllianceBernstein
55
AllianceBernstein
Tennessee
$9.42M 574,177 -263,237 -31%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$9.35M 570,148 -6,451 -1%
Principal Financial Group
57
Principal Financial Group
Iowa
$9.32M 568,483 -3,555 -0.6%
OCM
58
Olstein Capital Management
New York
$9.28M 566,000 -54,200 -9%
Citigroup
59
Citigroup
New York
$9.22M 562,099 -44,364 -7%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$9.15M 558,095 +115,906 +26%
IIM
61
INTECH Investment Management
Florida
$9.08M 553,423 -214,548 -28%
Pacer Advisors
62
Pacer Advisors
Pennsylvania
$8.41M 512,802 +496,837 +3,112%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$8.07M 492,091 +14,458 +3%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$7.82M 479,885 +267,460 +126%
Wells Fargo
65
Wells Fargo
California
$7.81M 476,473 -39,986 -8%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$7.72M 470,626 -196 -0%
BC
67
Brookfield Corp
Ontario, Canada
$7.61M 463,958 +153,941 +50%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$7.47M 455,369 -7,200 -2%
CCM
69
Cinctive Capital Management
New York
$7.06M 430,462 +430,462 New
Toronto Dominion Bank
70
Toronto Dominion Bank
Ontario, Canada
$7.04M 429,577 -97,072 -18%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$6.88M 419,387 -5,497 -1%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$6.87M 419,158 -2,482 -0.6%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$6.68M 407,366 -189,233 -32%
WAS
74
Wesleyan Assurance Society
United Kingdom
$6.63M 404,237 – –
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$6.42M 32,548 -38,777 -54%
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