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Invesco
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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 %
WAS
76
Wesleyan Assurance Society
United Kingdom
$7.21M 404,237 – –
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$7.15M 400,633 +13,623 +4%
IF
78
Insight Folios
North Carolina
$6.82M 382,501 +28,498 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.61M 370,725 -673,304 -64%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$6.6M 369,981 -136,065 -27%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$6.57M 363,016 -545,127 -60%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.41M 359,475 +1,528 +0.4%
Jane Street
83
Jane Street
New York
$5.99M 335,563 +183,523 +121%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$5.56M 311,679 -37,916 -11%
LOPW
85
Live Oak Private Wealth
North Carolina
$5.46M 306,183 -9,933 -3%
SDIC
86
South Dakota Investment Council
South Dakota
$5.27M 295,448 -10,000 -3%
SEI Investments
87
SEI Investments
Pennsylvania
$5.1M 285,731 +60,343 +27%
AIM
88
Achmea Investment Management
Netherlands
$4.81M 269,501 +98,078 +57%
Mitsubishi UFJ Asset Management
89
Mitsubishi UFJ Asset Management
Japan
$4.61M 267,055 -151,078 -36%
PCM
90
Poehling Capital Management
Wisconsin
$4.58M 256,697 +2,426 +1%
GFA
91
Gifford Fong Associates
California
$4.56M 255,393 – –
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$4.48M 251,124 -1,047 -0.4%
V
93
ValueWorks
New York
$4.42M 247,964 -1,345 -0.5%
AFG
94
American Financial Group
Ohio
$4.37M 245,000 – –
SSA
95
Schonfeld Strategic Advisors
New York
$4.19M 235,046 +198,748 +548%
CSS
96
Cubist Systematic Strategies
Connecticut
$4.11M 230,328 +230,328 New
LPL Financial
97
LPL Financial
California
$3.66M 205,263 +4,088 +2%
IMRF
98
Illinois Municipal Retirement Fund
Illinois
$3.65M 204,606 +60,394 +42%
CAM
99
Cacti Asset Management
Georgia
$3.58M 198,350 – –
CA
100
Continental Advisors
Utah
$3.5M 196,354 -132,717 -40%
2 3
4
5 6