We are live on ! Find out more
IVZ icon

Invesco
IVZ

492 hedge funds and large institutions have $6.83B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 157 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

50% more capital invested

Capital invested by funds: $4.55B → $6.83B (+$2.29B)

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 157

19.12% more ownership

Funds ownership: 67.33% → 86.45% (+19%)

13% more call options, than puts

Call options by funds: $112M | Put options by funds: $98.9M

4% more funds holding

Funds holding: 474 → 492 (+18)

Holders
492
Holders Change
+18
Holders Change %
+3.8%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
196
Reduced
157
Closed
47
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$81M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$57.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.7M
4
ACL
Azora Capital LP
Florida
+$25.5M
5
Goldman Sachs
Goldman Sachs
New York
+$19.8M

Top Sellers

1
TFM
Trian Fund Management
New York
-$66.5M
2
Amundi
Amundi
France
-$25.4M
3
American Century Companies
American Century Companies
Missouri
-$23.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$22.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.56M -$44.9K -2,736 -0.9%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$5.39M +$2.59M +157,875 +106%
BGIM
78
Brandywine Global Investment Management
Pennsylvania
$5.31M +$1.65M +100,525 +51%
SDIC
79
South Dakota Investment Council
South Dakota
$5.18M – – –
Vontobel Holding
80
Vontobel Holding
Switzerland
$4.89M +$4.57M +278,396 New
Citigroup
81
Citigroup
New York
$4.88M -$763K -46,441 -14%
SEI Investments
82
SEI Investments
Pennsylvania
$4.82M -$156K -9,521 -3%
Truist Financial
83
Truist Financial
North Carolina
$4.79M +$1.05M +63,696 +30%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$4.71M -$4.85M -295,212 -52%
SAM
85
Storebrand Asset Management
Norway
$4.6M -$49.5K -3,017 -1%
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$4.59M +$1.49M +90,855 +53%
EGM
87
Engineers Gate Manager
New York
$4.54M +$2.7M +164,359 +175%
GFA
88
Gifford Fong Associates
California
$4.49M – – –
PCM
89
Poehling Capital Management
Wisconsin
$4.48M -$33.8K -2,058 -0.8%
V
90
ValueWorks
New York
$4.34M -$43.8K -2,665 -1%
QCM
91
Quantinno Capital Management
New York
$4.31M +$478K +29,103 +13%
AFG
92
American Financial Group
Ohio
$4.3M – – –
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$4.27M -$228K -13,900 -5%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$4.24M -$71K -4,325 -2%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$4.13M +$617K +37,557 +19%
American Century Companies
96
American Century Companies
Missouri
$3.93M -$23.8M -1,447,777 -87%
SLAM
97
Swiss Life Asset Management
$3.87M -$50.2K -3,059 -1%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$3.67M – – –
Wells Fargo
99
Wells Fargo
California
$3.5M -$21.3K -1,299 -0.6%
Stifel Financial
100
Stifel Financial
Missouri
$3.5M -$713K -43,403 -18%
2 3
4
5 6

IVZ Hedge Fund Activity: Q3 2024 in Review

492 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2024, worth a combined $6.83B — up 50% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IVZ positions and 47 closed out — a net gain of 20 holders — while 196 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $81M. The largest seller was Trian Fund Management, cutting an estimated $66.5M.

  • 492 institutional investors held Invesco (IVZ) as of Q3 2024, up from 474 in Q2 2024.
  • Funds reported $6.83B of Invesco stock for Q3 2024, up 50% quarter-over-quarter.
  • 67 funds opened new Invesco positions in Q3 2024 and 47 closed out, a net change of +20 holders.
  • The largest Invesco buyer in Q3 2024 was Millennium Management, an estimated $81M added.
  • The largest Invesco seller in Q3 2024 was Trian Fund Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.