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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $5.11B invested in Invesco in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 184 reducing their positions, and 78 closing their positions.

Holders
473
Holders Change
-35
Holders Change %
-6.89%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
157
Reduced
184
Closed
78
Calls
$22.6M
Puts
$45.5M
Net Calls
-$22.9M
Net Calls Change
-$15.2M

Top Buyers

1
Amundi
1
Amundi
France
$82.6M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$119M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$24.6M
4
GC
4
Gillson Capital
Illinois
$15M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$94.5M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$49.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$809K
5
Bank of America
5
Bank of America
North Carolina
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
APG Asset Management
176
APG Asset Management
Netherlands
$1.13M 73,031 +56,900 +353%
AA
177
ALPS Advisors
Colorado
$1.12M 66,877 +20,798 +45%
MOACM
178
Mutual of America Capital Management
New York
$1.1M 65,728 +824 +1%
II
179
IFM Investors
Australia
$1.1M 65,513 – –
Victory Capital Management
180
Victory Capital Management
Texas
$1.09M 65,082 +44,536 +217%
DA
181
Duality Advisers
Florida
$1.09M 65,037 +37,668 +138%
X
182
Xponance
Pennsylvania
$1.09M 64,768 +96 +0.1%
RIL
183
Rothschild Investment LLC
Illinois
$1.08M 64,010 +325 +0.5%
URS
184
Utah Retirement Systems
Utah
$1.07M 63,778 -3,500 -5%
NYLIM
185
New York Life Investment Management
New York
$1.07M 63,717 +529 +0.8%
RJA
186
Raymond James & Associates
Florida
$1.06M 63,071 +4,776 +8%
TAF
187
Tredje AP-fonden
Sweden
$1.06M 62,905 -9,422 -13%
TCM
188
Teza Capital Management
Illinois
$1.05M 62,329 +3,237 +5%
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$1.05M 62,292 -415 -0.7%
KPWS
190
Kestra Private Wealth Services
Texas
$1.03M 61,342 +6,188 +11%
Millennium Management
191
Millennium Management
New York
$1.02M 60,850 -29,201 -32%
HighTower Advisors
192
HighTower Advisors
Illinois
$1M 59,381 +5,716 +11%
Corient Private Wealth
193
Corient Private Wealth
Florida
$968K 57,566 -2,978 -5%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$954K 56,781 -5,755 -9%
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$941K 56,383 -24,683 -30%
SAM
196
Shell Asset Management
Netherlands
$936K 55,693 -11,213 -17%
JF
197
Jump Financial
Illinois
$935K 55,601 +2,705 +5%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$931K 55,373 +6,147 +12%
IPW
199
Impact Partnership Wealth
Georgia
$923K 54,936 +54,936 New
KAS
200
Kestra Advisory Services
Texas
$921K 54,799 -187 -0.3%
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