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Invesco
IVZ

Overview Fund Activity

491 hedge funds and large institutions have $5.01B invested in Invesco in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 164 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
65
Increased
183
Reduced
164
Closed
57
Calls
$25.8M
Puts
$112M
Net Calls
-$85.9M
Net Calls Change
-$90.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$902M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$51.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$41.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$51.1M
5
Bank of America
5
Bank of America
North Carolina
$35.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$16.8M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$6.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
151
MetLife Investment Management
New Jersey
$1.72M -$64.5K -3,887 -4%
HCMT
152
Highland Capital Management (Tennessee)
Tennessee
$1.68M -$4.15K -250 -0.2%
YIH
153
Y-Intercept (HK)
Hong Kong
$1.68M +$475K +28,650 +40%
Retirement Systems of Alabama
154
Retirement Systems of Alabama
Alabama
$1.65M +$2.22K +134 +0.1%
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.64M +$3.85K +232 +0.2%
Ensign Peak Advisors
156
Ensign Peak Advisors
Utah
$1.63M -$82K -4,945 -5%
QCM
157
QRG Capital Management
Illinois
$1.62M +$154K +9,312 +11%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$1.61M +$11.4K +685 +0.7%
GC
159
Guggenheim Capital
Illinois
$1.59M -$745K -44,922 -32%
DA
160
Duality Advisers
Florida
$1.59M +$1.21M +73,065 +323%
CWM
161
CIBC World Markets
New York
$1.59M +$63.7K +3,840 +4%
ASRS
162
Arizona State Retirement System
Arizona
$1.54M -$23.2K -1,396 -1%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$1.53M +$43.1K +2,598 +3%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$1.53M +$1.19M +71,787 +354%
Wealthfront Advisers
165
Wealthfront Advisers
California
$1.53M -$34.3K -2,065 -2%
SO
166
STRS Ohio
Ohio
$1.52M +$1.52M +91,292 New
EAM
167
Erste Asset Management
Austria
$1.49M +$187K +11,393 +14%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$1.43M +$170K +10,237 +13%
Bessemer Group
169
Bessemer Group
New Jersey
$1.42M +$1.39M +83,767 +5,322%
HAM
170
Harmony Asset Management
Arizona
$1.41M -$38.2K -2,300 -3%
QCM
171
Qsemble Capital Management
New York
$1.4M +$1.4M +84,256 New
VVP
172
Venture Visionary Partners
Ohio
$1.38M +$1.38M +83,109 New
ACM
173
Aquatic Capital Management
Illinois
$1.38M +$463K +27,900 +51%
NRD
174
Nebula Research & Development
New York
$1.36M +$1.36M +82,016 New
KPWS
175
Kestra Private Wealth Services
Texas
$1.35M -$21.3K -1,284 -2%
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