IVZ icon

Invesco
IVZ

Overview Fund Activity

491 hedge funds and large institutions have $5.01B invested in Invesco in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 164 reducing their positions, and 57 closing their positions.

Holders
491
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
65
Increased
183
Reduced
164
Closed
57
Calls
$25.8M
Puts
$112M
Net Calls
-$85.9M
Net Calls Change
-$90.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$902M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$51.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$41.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$51.1M
5
Bank of America
5
Bank of America
North Carolina
$35.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$16.8M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$6.56M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$10.5M 633,796 -7,108 -1%
Bank of Nova Scotia
52
Bank of Nova Scotia
Ontario, Canada
$10.5M 632,820 -66,159 -9%
CCM
53
Channing Capital Management
Illinois
$10.5M 632,114 +156,839 +33%
AWM
54
AE Wealth Management
Kansas
$10.4M 627,024 -141,004 -18%
Marshall Wace
55
Marshall Wace
United Kingdom
$9.39M 566,227 -646,986 -53%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$9.14M 551,058 -151,311 -22%
Cerity Partners
57
Cerity Partners
New York
$8.93M 538,142 +38,438 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
58
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.82M 531,436 -257,652 -33%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$8.73M 526,256 +360,640 +218%
OCM
60
Olstein Capital Management
New York
$8.54M 514,946 -18,000 -3%
MGP
61
M&G plc
United Kingdom
$8.44M 496,351 +496,351 New
Principal Financial Group
62
Principal Financial Group
Iowa
$8.4M 506,616 +5,159 +1%
PE
63
Point72 Europe
United Kingdom
$8.06M 485,700 +440,090 +965%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$7.72M 470,626 +44,417 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
65
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.23M 436,079 +65,354 +18%
Man Group
66
Man Group
United Kingdom
$6.98M 420,940 +298,668 +244%
CS
67
Credit Suisse
Switzerland
$6.83M 411,873 -14,650 -3%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$6.77M 407,980 +7,347 +2%
WAS
69
Wesleyan Assurance Society
United Kingdom
$6.7M 404,237 – –
SPS
70
Susquehanna Portfolio Strategies
Pennsylvania
$6.63M 399,350 -125,377 -24%
Ameriprise
71
Ameriprise
Minnesota
$6.56M 395,291 -1,739,734 -81%
CSS
72
Cubist Systematic Strategies
Connecticut
$6.53M 393,728 +163,400 +71%
IF
73
Insight Folios
North Carolina
$6.47M 390,278 +7,777 +2%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$6.46M 388,635 +25,619 +7%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$6.31M 380,292 -71,447 -16%
1 2
3
4 5