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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
Grantham, Mayo, Van Otterloo & Co (GMO)
101
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.45M +$39.5K +2,405 +1%
Holocene Advisors
102
Holocene Advisors
New York
$3.45M +$3.22M +196,350 New
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$3.45M -$10.8M -658,151 -77%
LPL Financial
104
LPL Financial
California
$3.43M -$92.5K -5,634 -3%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$3.27M +$805K +49,037 +36%
BG
106
BDF Gestion
France
$3.13M – – –
ProShare Advisors
107
ProShare Advisors
Maryland
$3.08M +$763K +46,475 +36%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$3.07M – – –
CA
109
Continental Advisors
Utah
$3.07M -$1.05M -64,000 -27%
APF
110
Alaska Permanent Fund
Alaska
$3.01M – – –
CSS
111
Cubist Systematic Strategies
Connecticut
$3M +$2.8M +170,656 New
Rafferty Asset Management
112
Rafferty Asset Management
New York
$2.93M -$219K -13,332 -7%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$2.91M -$172K -10,501 -6%
Simplex Trading
114
Simplex Trading
Illinois
$2.87M +$141K +8,569 +6%
RIM
115
Redwood Investment Management
Arizona
$2.86M -$574K -34,965 -18%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$2.8M +$10.7K +650 +0.4%
VanEck Associates
117
VanEck Associates
New York
$2.79M +$2.62M +159,442 New
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$2.79M +$82 +5 +0%
GF
119
Gabelli Funds
New York
$2.72M – – –
Canada Life
120
Canada Life
Manitoba, Canada
$2.68M +$70.3K +4,283 +3%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.5M +$46.7K +2,846 +2%
Victory Capital Management
122
Victory Capital Management
Texas
$2.48M +$101K +6,134 +5%
Osaic Holdings
123
Osaic Holdings
Arizona
$2.38M -$17.9K -1,089 -0.8%
SC
124
Savant Capital
Illinois
$2.36M +$1.04M +63,607 +90%
ARA
125
Alexander Randolph Advisory
Virginia
$2.36M -$65.1K -3,965 -3%
3 4
5
6 7

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.