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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M

Top Buyers

1
Amundi
1
Amundi
France
$82.6M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$119M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$24.6M
4
GC
4
Gillson Capital
Illinois
$15M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$94.5M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$49.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$809K
5
Bank of America
5
Bank of America
North Carolina
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$12.3M 732,493 +325,127 +80%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$11.1M 659,124 -23,194 -3%
OCM
53
Olstein Capital Management
New York
$10.7M 634,000 +68,000 +12%
CS
54
Credit Suisse
Switzerland
$10.6M 633,519 -39,191 -6%
AllianceBernstein
55
AllianceBernstein
Tennessee
$9.63M 573,119 -1,058 -0.2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$9.29M 552,529 -17,619 -3%
Hudson Bay Capital Management
57
Hudson Bay Capital Management
Connecticut
$9.25M 550,000 +200,000 +57%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$9.11M 542,130 +50,039 +10%
Principal Financial Group
59
Principal Financial Group
Iowa
$9.09M 540,980 -27,503 -5%
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$8.94M 531,548 +451,681 +566%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$7.96M 473,333 +2,707 +0.6%
Adage Capital Partners
62
Adage Capital Partners
Massachusetts
$7.67M 456,469 +1,100 +0.2%
Toronto Dominion Bank
63
Toronto Dominion Bank
Ontario, Canada
$7.47M 444,969 +15,392 +4%
Pacer Advisors
64
Pacer Advisors
Pennsylvania
$7.23M 429,853 -82,949 -16%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$6.96M 413,910 -5,248 -1%
BGIM
66
Brandywine Global Investment Management
Pennsylvania
$6.85M 407,317 -12,070 -3%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$6.84M 406,745 -747,157 -65%
WAS
68
Wesleyan Assurance Society
United Kingdom
$6.79M 404,237 – –
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$6.69M 397,792 +116,461 +41%
IF
70
Insight Folios
North Carolina
$6.61M 393,414 +22,367 +6%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$6.32M 375,359 -104,526 -22%
BC
72
Brookfield Corp
Ontario, Canada
$6.12M 364,065 -99,893 -22%
CA
73
Continental Advisors
Utah
$5.94M 353,071 +10,000 +3%
Man Group
74
Man Group
United Kingdom
$5.87M 349,338 +349,338 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$5.86M 347,115 -869,657 -71%
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