IVZ icon

Invesco
IVZ

Overview Fund Activity

488 hedge funds and large institutions have $5.42B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 85 closing their positions.

Holders
488
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
157
Reduced
185
Closed
85
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$67M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$61.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$95.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$246M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$45.4M
2
Amundi
2
Amundi
France
$30M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$12.5M
4
State Street
4
State Street
Massachusetts
$376M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$11.9M 667,440 -634,601 -49%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$11.9M 666,256 +430,706 +183%
TC
53
TwinBeech Capital
New York
$11.9M 666,107 +644,073 +2,923%
Swiss National Bank
54
Swiss National Bank
Switzerland
$11.8M 663,100 +663,100 New
UBS AM
55
UBS AM
Illinois
$11.7M 657,809 -1,194,841 -64%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$11.4M 640,904 -59,020 -8%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$10.7M 601,762 -1,433,944 -70%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$10.5M 589,173 +3,353 +0.6%
AllianceBernstein
59
AllianceBernstein
Tennessee
$10.2M 573,852 +28,143 +5%
Prudential Financial
60
Prudential Financial
New Jersey
$10.2M 573,163 -305,137 -35%
OCM
61
Olstein Capital Management
New York
$9.51M 532,946 -91,054 -15%
CCM
62
Cinctive Capital Management
New York
$9.38M 525,779 +525,779 New
SPS
63
Susquehanna Portfolio Strategies
Pennsylvania
$9.36M 524,727 +524,727 New
CM
64
Churchill Management
California
$9.26M 519,024 +519,024 New
Principal Financial Group
65
Principal Financial Group
Iowa
$8.95M 501,457 -6,745 -1%
Cerity Partners
66
Cerity Partners
New York
$8.91M 499,704 +366,094 +274%
WMSA
67
Weiss Multi-Strategy Advisers
New York
$8.58M 480,814 +480,814 New
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$8.52M 477,511 -761,214 -61%
CCM
69
Channing Capital Management
Illinois
$8.48M 475,275 +475,275 New
IP
70
Interval Partners
New York
$8.09M 453,515 +453,515 New
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$8.06M 451,739 +18 +0%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$7.79M 436,669 -9,400 -2%
CS
73
Credit Suisse
Switzerland
$7.61M 426,523 -188,676 -31%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$7.6M 426,209 -47,144 -10%
Toronto Dominion Bank
75
Toronto Dominion Bank
Ontario, Canada
$7.31M 409,996 -329,181 -45%
1 2
3
4 5