We are live on ! Find out more
IVZ icon

Invesco
IVZ

512 hedge funds and large institutions have $5.14B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 164

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

1% more funds holding

Funds holding: 508 → 512 (+4)

0.86% less ownership

Funds ownership: 69.81% → 68.95% (-0.86%)

7% less capital invested

Capital invested by funds: $5.55B → $5.14B (-$407M)

32% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $24M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
512
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
202
Reduced
164
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$129M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$55.1M
3
BlackRock
BlackRock
New York
+$45.1M
4
Goldman Sachs
Goldman Sachs
New York
+$33.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$31.4M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
-$389M
2
GC
Gillson Capital
Illinois
-$36.2M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$29.9M
4
State Street
State Street
Massachusetts
-$19M
5
JP Morgan Chase
JP Morgan Chase
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
101
Achmea Investment Management
Netherlands
$3.7M +$194K +10,895 +5%
Fidelity International
102
Fidelity International
Bermuda
$3.69M – – –
RIM
103
Redwood Investment Management
Arizona
$3.53M +$972K +54,459 +34%
Holocene Advisors
104
Holocene Advisors
New York
$3.43M -$592K -33,159 -14%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.42M -$176K -9,843 -5%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$3.4M +$3.06M +171,437 +474%
Allianz Asset Management
107
Allianz Asset Management
Germany
$3.36M +$80.3K +4,498 +2%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$3.31M +$127K +7,131 +4%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$3.23M -$828K -46,391 -19%
PCM
110
Palouse Capital Management
Washington
$3.07M -$843K -47,222 -20%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$3.07M +$969K +54,303 +41%
GFA
112
Gifford Fong Associates
California
$3.04M – – –
QOP
113
Quinn Opportunity Partners
Virginia
$2.98M -$357K -20,000 -10%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$2.96M +$144K +8,062 +5%
Rafferty Asset Management
115
Rafferty Asset Management
New York
$2.96M -$309K -17,323 -9%
BCI
116
Brinker Capital Investments
Pennsylvania
$2.83M +$41.2K +2,309 +1%
OPS
117
Orion Portfolio Solutions
Nebraska
$2.83M +$3.07M +172,317 New
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$2.81M +$132K +7,417 +5%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$2.8M +$130K +7,279 +4%
MSV
120
MN Services Vermogensbeheer
Netherlands
$2.77M – – –
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$2.71M +$618K +34,634 +24%
Macquarie Group
122
Macquarie Group
Australia
$2.68M +$139K +7,782 +5%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$2.68M +$20.7K +1,160 +0.7%
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$2.67M +$2.9M +162,699 New
JFG
125
Jefferies Financial Group
New York
$2.57M +$2.8M +156,689 New
3 4
5
6 7

IVZ Hedge Fund Activity: Q1 2023 in Review

512 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2023, worth a combined $5.14B — down 7.3% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IVZ positions and 53 closed out — a net gain of 12 holders — while 202 added to existing stakes and 164 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $129M. The largest seller was Trian Fund Management, cutting an estimated $389M.

  • 512 institutional investors held Invesco (IVZ) as of Q1 2023, up from 508 in Q4 2022.
  • Funds reported $5.14B of Invesco stock for Q1 2023, down 7.3% quarter-over-quarter.
  • 65 funds opened new Invesco positions in Q1 2023 and 53 closed out, a net change of +12 holders.
  • The largest Invesco buyer in Q1 2023 was Citadel Advisors, an estimated $129M added.
  • The largest Invesco seller in Q1 2023 was Trian Fund Management, an estimated $389M sold.

Based on aggregated 13F filings for Q1 2023.