IVZ icon

Invesco
IVZ

Overview Fund Activity

511 hedge funds and large institutions have $6.1B invested in Invesco in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 210 increasing their positions, 171 reducing their positions, and 69 closing their positions.

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
6.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
69
Increased
210
Reduced
171
Closed
69
Calls
$32.1M
Puts
$23.9M
Net Calls
+$8.21M
Net Calls Change
+$365M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$107M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$48.9M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$165M
4
UBS Group
4
UBS Group
Switzerland
$93M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$39M

Top Sellers

1
BlackRock
1
BlackRock
New York
$727M
2
Millennium Management
2
Millennium Management
New York
$40.2M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$747M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$9.91M 653,100 -10,700 -2%
WCM
52
Wealthcare Capital Management
Virginia
$9.06M 597,545 -33,000 -5%
Prudential Financial
53
Prudential Financial
New Jersey
$8.75M 576,959 +480,171 +496%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$8.17M 542,110 -387,401 -42%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$8.08M 532,412 -14,123 -3%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$8.03M 529,538 +437,343 +474%
QCM
57
Quantinno Capital Management
New York
$8M 527,531 +202,101 +62%
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$7.91M 521,151 +198,370 +61%
SFI
59
Susquehanna Fundamental Investments
Pennsylvania
$7.48M 493,073 +164,427 +50%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$7.45M 490,827 +100,151 +26%
AG
61
Algert Global
California
$7.32M 482,497 -25,660 -5%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$6.99M 460,876 +8,782 +2%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$6.95M 458,190 +123,239 +37%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$6.91M 455,404 -35,021 -7%
Citigroup
65
Citigroup
New York
$6.66M 439,250 +212,181 +93%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$6.15M 405,269 +31,643 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
67
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.09M 401,508 +198,397 +98%
LA
68
LBP AM
France
$6.01M 395,855 -17,263 -4%
Ameriprise
69
Ameriprise
Minnesota
$5.94M 391,777 +492 +0.1%
Verition Fund Management
70
Verition Fund Management
Connecticut
$5.83M 384,407 +177,006 +85%
OCM
71
Olstein Capital Management
New York
$5.77M 380,020 -89,980 -19%
WAS
72
Wesleyan Assurance Society
United Kingdom
$5.66M 372,873 – –
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$5.63M 371,100 -290,700 -44%
IC
74
IEQ Capital
California
$5.42M 357,154 -133,088 -27%
LOPW
75
Live Oak Private Wealth
North Carolina
$5.27M 347,642 +27,471 +9%
1 2
3
4 5