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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M

Top Buyers

1
Amundi
1
Amundi
France
$82.6M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$119M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$24.6M
4
GC
4
Gillson Capital
Illinois
$15M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$94.5M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$49.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$809K
5
Bank of America
5
Bank of America
North Carolina
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$3.18M 189,313 +188,760 +34,134%
Wells Fargo
102
Wells Fargo
California
$3.15M 187,601 -288,872 -61%
BBVA
103
Banco Bilbao Vizcaya Argentaria
Spain
$3.13M 186,533 -89,598 -32%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.1M 184,154 -24,434 -12%
CAM
105
Cacti Asset Management
Georgia
$3.08M 183,350 -112,681 -38%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$3.01M 179,263 -7,853 -4%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$3.01M 179,089 -1,656 -0.9%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$3.01M 178,817 +444 +0.2%
PCM
109
Palouse Capital Management
Washington
$2.95M 175,696 -11,609 -6%
PAMS
110
Pictet Asset Management (Switzerland)
Switzerland
$2.94M 175,137 -71,777 -29%
AIM
111
Achmea Investment Management
Netherlands
$2.91M 172,974 -52,477 -23%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.87M 170,788 – –
Rafferty Asset Management
113
Rafferty Asset Management
New York
$2.86M 170,090 -10,482 -6%
MSV
114
MN Services Vermogensbeheer
Netherlands
$2.79M 165,925 -3,000 -2%
Asset Management One
115
Asset Management One
Japan
$2.75M 163,434 +11,279 +7%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$2.73M 162,090 -1,160 -0.7%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$2.64M 156,990 -14,488 -8%
TC
118
Trilogy Capital
California
$2.62M 147,071 +12,976 +10%
GF
119
Gabelli Funds
New York
$2.61M 155,000 – –
QOP
120
Quinn Opportunity Partners
Virginia
$2.52M 149,731 -32,000 -18%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$2.48M 147,504 -7,860 -5%
SC
122
Scotia Capital
Ontario, Canada
$2.45M 145,519 -4,576 -3%
APF
123
Alaska Permanent Fund
Alaska
$2.43M 144,500 +144,500 New
IMRF
124
Illinois Municipal Retirement Fund
Illinois
$2.42M 144,212 – –
Allianz Asset Management
125
Allianz Asset Management
Germany
$2.36M 140,099 -65,047 -32%
3 4
5
6 7