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Invesco
IVZ

Overview Fund Activity

488 hedge funds and large institutions have $5.42B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 85 closing their positions.

Holders
488
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
157
Reduced
185
Closed
85
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$67M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$61.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$95.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$246M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$45.4M
2
Amundi
2
Amundi
France
$30M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$12.5M
4
State Street
4
State Street
Massachusetts
$376M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
101
SG Americas Securities
New York
$3.5M 196,319 -863 -0.4%
Rafferty Asset Management
102
Rafferty Asset Management
New York
$3.41M 191,231 +12,448 +7%
Citigroup
103
Citigroup
New York
$3.36M 188,220 -110,390 -37%
EGM
104
Engineers Gate Manager
New York
$3.33M 186,673 +186,673 New
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$3.24M 181,736 +10,948 +6%
PMEF
106
Point72 Middle East FZE
United Arab Emirates
$3.23M 181,184 +181,184 New
RIM
107
Redwood Investment Management
Arizona
$3.21M 180,042 -38,475 -18%
TC
108
Trilogy Capital
California
$3.17M 177,538 +18,270 +11%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$3.16M 177,221 +120,895 +215%
QT
110
Quantbot Technologies
New York
$3.11M 174,468 +92,714 +113%
QCM
111
Quantinno Capital Management
New York
$3.09M 173,433 +124,612 +255%
Wells Fargo
112
Wells Fargo
California
$3.06M 171,257 +15,692 +10%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$3M 167,972 +3,784 +2%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$2.96M 165,616 -12,999 -7%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$2.87M 161,080 +1,570 +1%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$2.83M 158,800 -7,990 -5%
GF
117
Gabelli Funds
New York
$2.77M 155,000 – –
Stifel Financial
118
Stifel Financial
Missouri
$2.65M 148,625 +57,641 +63%
Victory Capital Management
119
Victory Capital Management
Texas
$2.63M 147,161 +69,754 +90%
APF
120
Alaska Permanent Fund
Alaska
$2.59M 145,267 +767 +0.5%
BBVA
121
Banco Bilbao Vizcaya Argentaria
Spain
$2.58M 144,469 -55,977 -28%
WI
122
WBI Investments
New Jersey
$2.51M 140,973 +129,808 +1,163%
GC
123
Guggenheim Capital
Illinois
$2.51M 140,662 +63,388 +82%
ARA
124
Alexander Randolph Advisory
Virginia
$2.5M 139,905 +139,905 New
SC
125
Scotia Capital
Ontario, Canada
$2.48M 139,245 -1,709 -1%
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5
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