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Invesco
IVZ

Overview Fund Activity

471 hedge funds and large institutions have $4.54B invested in Invesco in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
53
Increased
178
Reduced
170
Closed
66
Calls
$40M
Puts
$74.4M
Net Calls
-$34.4M
Net Calls Change
+$51.5M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$52.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$271M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$87.2M
4
Millennium Management
4
Millennium Management
New York
$76.3M
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$14.5M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$407M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
State Street
5
State Street
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOSSRA
176
B.O.S.S. Retirement Advisors
Utah
$1.04M -$53.3K -3,561 -5%
YCM
177
Yousif Capital Management
Michigan
$1.02M -$31.2K -2,084 -3%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$1M +$14.2K +946 +1%
PD
179
Point72 (DIFC)
United Arab Emirates
$999K -$1.38M -92,067 -58%
PI
180
PEAK6 Investments
Illinois
$989K -$1.37M -91,598 -58%
Neuberger Berman Group
181
Neuberger Berman Group
New York
$974K +$87K +5,815 +10%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$969K +$48.4K +3,232 +5%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$965K +$30.1K +1,937 +3%
Group One Trading
184
Group One Trading
Illinois
$962K +$393K +26,243 +69%
AC
185
AXQ Capital
New Jersey
$949K +$485K +32,405 +105%
Mariner
186
Mariner
Kansas
$939K +$80.9K +5,411 +9%
CWM
187
CIBC World Markets
New York
$928K -$502K -33,581 -35%
HAM
188
Harmony Asset Management
Arizona
$910K -$359K -24,025 -28%
URS
189
Utah Retirement Systems
Utah
$909K -$41.9K -2,800 -4%
NYLIM
190
New York Life Investment Management
New York
$905K +$5.7K +381 +0.6%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$870K -$50.2K -3,357 -5%
CAM
192
Cresset Asset Management
Illinois
$867K +$259K +17,294 +43%
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$862K +$140K +9,336 +19%
MOACM
194
Mutual of America Capital Management
New York
$849K -$33K -2,207 -4%
Impax Asset Management Group
195
Impax Asset Management Group
United Kingdom
$845K – – –
ACP
196
Aviance Capital Partners
Florida
$826K -$145K -9,698 -15%
OTL
197
Oak Thistle LLC
New York
$824K +$629K +42,029 +322%
HWAM
198
Hennion & Walsh Asset Management
New Jersey
$822K +$7.65K +511 +0.9%
Franklin Resources
199
Franklin Resources
California
$809K -$82K -5,481 -9%
RIL
200
Rothschild Investment LLC
Illinois
$801K -$53K -3,541 -6%
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