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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 %
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$5.82M 350,869 -85,800 -20%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$5.81M 350,465 -19,516 -5%
Prudential Financial
78
Prudential Financial
New Jersey
$5.72M 344,523 -228,640 -40%
Robeco Institutional Asset Management
79
Robeco Institutional Asset Management
Netherlands
$5.32M 320,896 -156,615 -33%
LOPW
80
Live Oak Private Wealth
North Carolina
$5.3M 319,199 +13,016 +4%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.26M 316,789 -42,686 -12%
CAM
82
Cacti Asset Management
Georgia
$5.1M 326,281 +127,931 +64%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$5M 301,258 +165,261 +122%
SDIC
84
South Dakota Investment Council
South Dakota
$4.9M 295,448 – –
JF
85
Jump Financial
Illinois
$4.9M 295,127 +253,542 +610%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$4.86M 292,800 +158,900 +119%
SEI Investments
87
SEI Investments
Pennsylvania
$4.71M 284,181 -1,550 -0.5%
QT
88
Quantbot Technologies
New York
$4.7M 283,584 +109,116 +63%
APG Asset Management
89
APG Asset Management
Netherlands
$4.63M 301,400 +301,400 New
ECM
90
ExodusPoint Capital Management
New York
$4.58M 276,071 +276,071 New
IP
91
Interval Partners
New York
$4.49M 270,420 -183,095 -40%
PCM
92
Poehling Capital Management
Wisconsin
$4.25M 256,319 -378 -0.1%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$4.25M 255,955 -55,724 -18%
GFA
94
Gifford Fong Associates
California
$4.24M 255,393 – –
V
95
ValueWorks
New York
$4.15M 249,899 +1,935 +0.8%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$4.13M 248,906 -2,218 -0.9%
AFG
97
American Financial Group
Ohio
$4.07M 245,000 – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$3.98M 239,819 -426,437 -64%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$3.97M 239,393 -27,662 -10%
Holocene Advisors
100
Holocene Advisors
New York
$3.88M 233,705 -1,346,134 -85%
2 3
4
5 6