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 %
Vontobel Holding
76
Vontobel Holding
Switzerland
$5.27M 347,316 +27,666 +9%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$5.21M 343,627 -184,024 -35%
CAM
78
Cacti Asset Management
Georgia
$5.06M 333,017 +6,736 +2%
Capital Fund Management (CFM)
79
Capital Fund Management (CFM)
France
$5.02M 331,196 +331,196 New
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$5M 329,345 -48,901 -13%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.82M 317,417 -5,103 -2%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$4.76M 313,857 -3,905 -1%
CCM
83
Cinctive Capital Management
New York
$4.66M 307,455 +307,455 New
QT
84
Quantbot Technologies
New York
$4.61M 304,141 +197,221 +184%
SDIC
85
South Dakota Investment Council
South Dakota
$4.48M 295,113 – –
Victory Capital Management
86
Victory Capital Management
Texas
$4.3M 283,699 +127,008 +81%
Universal-Beteiligungs- und Servicegesellschaft
87
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.24M 279,388 +90,794 +48%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$3.93M 258,990 +27,000 +12%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$3.92M 258,351 -3,193 -1%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$3.89M 256,714 -180,580 -41%
GFA
91
Gifford Fong Associates
California
$3.87M 255,393 – –
PCM
92
Poehling Capital Management
Wisconsin
$3.86M 254,761 +406 +0.2%
PEAK6
93
PEAK6
Illinois
$3.76M 248,151 +195,690 +373%
AFG
94
American Financial Group
Ohio
$3.72M 245,000 – –
Public Sector Pension Investment Board (PSP Investments)
95
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.71M 244,800 +128,215 +110%
Stifel Financial
96
Stifel Financial
Missouri
$3.68M 242,343 +60,464 +33%
MIC
97
Mubadala Investment Company
United Arab Emirates
$3.59M 236,500 +16,055 +7%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$3.56M 234,956 -890 -0.4%
Canada Life
99
Canada Life
Manitoba, Canada
$3.55M 233,209 +79,959 +52%
JF
100
Jump Financial
Illinois
$3.51M 231,218 +53,608 +30%
2 3
4
5 6