Invesco
477 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, 158 increasing their positions, 187 reducing their positions, and 78 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1% less capital invested
Capital invested by funds: $5.14B → $5.11B (-$30.3M)
2.61% less ownership
Funds ownership: 68.95% → 66.34% (-2.6%)
7% less funds holding
Funds holding: 512 → 477 (-35)
16% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 187
42% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 78
50% less call options, than puts
Call options by funds: $22.6M | Put options by funds: $45.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
+$41.1M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$22.4M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$14.6M |
| 4 |
GC
Gillson Capital
Chicago,
Illinois
|
+$14.4M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$60.5M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$38.3M |
| 3 |
Goldman Sachs
New York
|
-$28.2M |
| 4 |
Renaissance Technologies
New York
|
-$18.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18.5M |
IVZ Hedge Fund Activity: Q2 2023 in Review
477 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2023, worth a combined $5.11B — down 0.59% from $5.14B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of IVZ and 45 opened new positions — a net loss of 33 holders — while 187 trimmed existing stakes and 158 added.
The largest buyer was Amundi, adding an estimated $41.1M. The largest seller was Citadel Advisors, cutting an estimated $60.5M.
- 477 institutional investors held Invesco (IVZ) as of Q2 2023, down from 512 in Q1 2023.
- Funds reported $5.11B of Invesco stock for Q2 2023, down 0.59% quarter-over-quarter.
- 45 funds opened new Invesco positions in Q2 2023 and 78 closed out, a net change of -33 holders.
- The largest Invesco buyer in Q2 2023 was Amundi, an estimated $41.1M added.
- The largest Invesco seller in Q2 2023 was Citadel Advisors, an estimated $60.5M sold.
Based on aggregated 13F filings for Q2 2023.