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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 %
TD Asset Management
176
TD Asset Management
Ontario, Canada
$1.33M +$23.2K +1,400 +2%
CNB
177
Czech National Bank
Czech Republic
$1.31M +$6.29K +379 +0.5%
BOSSRA
178
B.O.S.S. Retirement Advisors
Utah
$1.31M -$156K -8,772 -11%
SC
179
Savant Capital
Illinois
$1.3M +$815K +49,127 +168%
TCM
180
Teza Capital Management
Illinois
$1.27M -$676K -40,772 -35%
MCM
181
Mork Capital Management
California
$1.22M – – –
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$1.2M +$625K +37,666 +109%
SMDAM
183
Sumitomo Mitsui DS Asset Management
Japan
$1.18M -$23.5K -1,414 -2%
YCM
184
Yousif Capital Management
Michigan
$1.17M -$127K -7,666 -10%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$1.14M – – –
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$1.13M +$456K +27,510 +68%
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.12M +$3.32K +200 +0.3%
N
188
Numerai
California
$1.11M +$1.11M +67,111 New
RJA
189
Raymond James & Associates
Florida
$1.1M -$108K -6,531 -9%
KAS
190
Kestra Advisory Services
Texas
$1.1M -$31.7K -1,911 -3%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$1.09M -$29K -1,747 -3%
ACP
192
Aviance Capital Partners
Florida
$1.08M +$30.3K +1,829 +3%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$1.06M +$220K +13,259 +26%
GCA
194
Greenwood Capital Associates
South Carolina
$1.06M +$1.06M +63,944 New
URS
195
Utah Retirement Systems
Utah
$1.05M -$1.66K -100 -0.2%
CC
196
Centiva Capital
New York
$1.05M +$1.05M +63,239 New
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$1.02M -$94.9K -5,718 -8%
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$1.02M +$28.5K +1,716 +3%
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$998K -$442K -26,646 -31%
NYLIM
200
New York Life Investment Management
New York
$998K -$38.5K -2,320 -4%
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