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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
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71M +$122K +7,400 +8%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$1.71M -$2.19M -133,558 -58%
ASRS
153
Arizona State Retirement System
Arizona
$1.71M +$45.1K +2,746 +3%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$1.68M -$5.91K -360 -0.4%
VVP
155
Venture Visionary Partners
Ohio
$1.68M +$64.8K +3,949 +4%
CCIA
156
Campbell & Co Investment Adviser
Maryland
$1.68M +$997K +60,687 +175%
YIH
157
Y-Intercept (HK)
Hong Kong
$1.66M -$624K -37,977 -29%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$1.66M +$112K +6,820 +8%
HCMT
159
Highland Capital Management (Tennessee)
Tennessee
$1.64M -$4.81K -293 -0.3%
Arrowstreet Capital
160
Arrowstreet Capital
Massachusetts
$1.63M +$1.53M +93,071 New
CNB
161
Czech National Bank
Czech Republic
$1.61M +$97.7K +5,950 +7%
BHCM
162
Brevan Howard Capital Management
Jersey
$1.54M +$1.44M +87,712 New
Wealthfront Advisers
163
Wealthfront Advisers
California
$1.51M -$31.2K -1,900 -2%
RJA
164
Raymond James & Associates
Florida
$1.51M -$56.6K -3,447 -4%
Bessemer Group
165
Bessemer Group
New Jersey
$1.5M +$7.64K +465 +0.5%
UM
166
UniSuper Management
Australia
$1.5M +$189K +11,528 +16%
GC
167
Guggenheim Capital
Illinois
$1.5M +$179K +10,915 +15%
Russell Investments Group
168
Russell Investments Group
United Kingdom
$1.5M +$225K +13,685 +19%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$1.49M +$17K +1,037 +1%
CCM
170
Cinctive Capital Management
New York
$1.48M -$7.34M -447,106 -84%
AB
171
Amalgamated Bank
New York
$1.48M -$575K -35,016 -29%
TD Asset Management
172
TD Asset Management
Ontario, Canada
$1.47M -$20.5K -1,247 -1%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$1.16M +70,653 +591%
SEC
174
Seven Eight Capital
New York
$1.45M +$723K +44,015 +114%
First Trust Advisors
175
First Trust Advisors
Illinois
$1.45M +$30.6K +1,863 +2%
5 6
7
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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.