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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 %
CAM
76
Cacti Asset Management
Georgia
$4.85M 326,281 – –
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.78M 319,240 +2,451 +0.8%
LOPW
78
Live Oak Private Wealth
North Carolina
$4.76M 318,291 -908 -0.3%
Prudential Financial
79
Prudential Financial
New Jersey
$4.48M 299,168 -45,355 -13%
SDIC
80
South Dakota Investment Council
South Dakota
$4.42M 295,113 -335 -0.1%
SEI Investments
81
SEI Investments
Pennsylvania
$4.25M 284,205 +24 +0%
JF
82
Jump Financial
Illinois
$4.15M 277,545 -17,582 -6%
QT
83
Quantbot Technologies
New York
$3.95M 264,025 -19,559 -7%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$3.85M 257,190 +1,235 +0.5%
PCM
85
Poehling Capital Management
Wisconsin
$3.84M 256,925 +606 +0.2%
GFA
86
Gifford Fong Associates
California
$3.82M 255,393 – –
V
87
ValueWorks
New York
$3.74M 249,894 -5 -0%
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$3.67M 245,596 -3,310 -1%
AFG
89
American Financial Group
Ohio
$3.67M 245,000 – –
Stifel Financial
90
Stifel Financial
Missouri
$3.63M 242,750 +70,116 +41%
CA
91
Continental Advisors
Utah
$3.57M 238,940 +30,840 +15%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$3.46M 231,130 +97,723 +73%
QCM
93
Quantinno Capital Management
New York
$3.24M 216,429 +27,967 +15%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$3.13M 209,200 -83,600 -29%
Truist Financial
95
Truist Financial
North Carolina
$3.13M 208,993 +68,221 +48%
BBVA
96
Banco Bilbao Vizcaya Argentaria
Spain
$3.1M 207,293 +29,797 +17%
RIM
97
Redwood Investment Management
Arizona
$3.02M 197,139 +1,299 +0.7%
LPL Financial
98
LPL Financial
California
$3M 200,754 -23,896 -11%
Wells Fargo
99
Wells Fargo
California
$3M 200,730 +5,429 +3%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$2.98M 199,054 -208,926 -51%
2 3
4
5 6