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Invesco
IVZ

Overview Fund Activity

471 hedge funds and large institutions have $4.54B invested in Invesco in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 66 closing their positions.

Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
53
Increased
178
Reduced
170
Closed
66
Calls
$40M
Puts
$74.4M
Net Calls
-$34.4M
Net Calls Change
+$51.5M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$52.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$271M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$87.2M
4
Millennium Management
4
Millennium Management
New York
$76.3M
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$14.5M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$407M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
State Street
5
State Street
Massachusetts
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$8.43M 563,301 +37,045 +7%
Cerity Partners
52
Cerity Partners
New York
$7.96M 532,029 -6,113 -1%
CCM
53
Cinctive Capital Management
New York
$7.95M 531,536 +403,679 +316%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.84M 524,200 -7,236 -1%
N
55
Natixis
France
$7.84M 524,030 +494,481 +1,673%
OCM
56
Olstein Capital Management
New York
$7.7M 514,946 – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$7.6M 508,064 -460,468 -48%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$7.59M 507,631 -43,427 -8%
Principal Financial Group
59
Principal Financial Group
Iowa
$7.41M 495,377 -11,239 -2%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$6.53M 436,484 +196,665 +82%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$6.38M 426,209 -44,417 -9%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$6.27M 419,211 +38,919 +10%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$6.1M 407,503 +407,503 New
WAS
64
Wesleyan Assurance Society
United Kingdom
$6.04M 404,237 – –
IF
65
Insight Folios
North Carolina
$5.96M 398,194 +7,916 +2%
UBS AM
66
UBS AM
Illinois
$5.89M 393,534 -257,127 -40%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$5.83M 385,897 -2,738 -0.7%
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$5.6M 374,650 -24,700 -6%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$5.48M 366,469 +15,600 +4%
Allianz Asset Management
70
Allianz Asset Management
Germany
$5.32M 355,915 +355,915 New
Ameriprise
71
Ameriprise
Minnesota
$5.12M 342,313 -52,978 -13%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$5.11M 341,587 -8,878 -3%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$5.01M 334,951 +95,558 +40%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$4.91M 328,392 +210,921 +180%
Citigroup
75
Citigroup
New York
$4.85M 324,093 +122,171 +61%
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