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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 %
SEI Investments
101
SEI Investments
Pennsylvania
$3.27M 215,587 +13,200 +7%
Franklin Resources
102
Franklin Resources
California
$3.25M 214,102 +22,661 +12%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$3.25M 214,018 +35,161 +20%
EGM
104
Engineers Gate Manager
New York
$3.07M 202,516 -60,729 -23%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$3.02M 199,155 +40,665 +26%
LPL Financial
106
LPL Financial
California
$2.96M 194,827 +2,922 +2%
Wells Fargo
107
Wells Fargo
California
$2.86M 188,543 -2,121 -1%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$2.81M 185,528 -81,631 -31%
ProShare Advisors
109
ProShare Advisors
Maryland
$2.76M 181,801 +7,507 +4%
HF
110
HRT Financial
New York
$2.61M 172,038 +59,609 +53%
RG
111
Rathbones Group
United Kingdom
$2.6M 171,680 -500 -0.3%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$2.6M 171,125 +2,051 +1%
Mackenzie Financial
113
Mackenzie Financial
Ontario, Canada
$2.6M 171,207 -110,220 -39%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$2.55M 168,420 -262,431 -61%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$2.54M 167,191 +6,530 +4%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2.48M 163,434 +862 +0.5%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$2.43M 160,174 -9,985 -6%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$2.43M 160,019 +70,202 +78%
APF
119
Alaska Permanent Fund
Alaska
$2.39M 171,220 – –
GF
120
Gabelli Funds
New York
$2.35M 155,000 – –
Renaissance Technologies
121
Renaissance Technologies
New York
$2.33M 153,900 +108,900 +242%
EFS
122
Econ Financial Services
Pennsylvania
$2.29M 151,166 +29,632 +24%
SC
123
Savant Capital
Illinois
$2.28M 150,236 +10,714 +8%
EAM
124
Erste Asset Management
Austria
$2.14M 140,617 +10,433 +8%
BBVA
125
Banco Bilbao Vizcaya Argentaria
Spain
$2.12M 139,643 +17,374 +14%
3 4
5
6 7