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Invesco
IVZ

Overview Fund Activity

484 hedge funds and large institutions have $6.78B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+13
Holders Change %
+2.76%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
194
Reduced
153
Closed
49
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$176M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$102M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$348M
4
ACL
4
Azora Capital LP
Florida
$27.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$77M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$407M
2
Amundi
2
Amundi
France
$20.5M
3
American Century Companies
3
American Century Companies
Missouri
$3.93M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$674K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$1.38M +$17.9K +1,020 +1%
Public Sector Pension Investment Board (PSP Investments)
177
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.38M +$47.4K +2,700 +4%
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$1.33M – – –
CAM
179
Cresset Asset Management
Illinois
$1.29M +$275K +15,645 +27%
MCM
180
Mork Capital Management
California
$1.29M – – –
GCA
181
Greenwood Capital Associates
South Carolina
$1.27M +$3.46K +197 +0.3%
BOSSRA
182
B.O.S.S. Retirement Advisors
Utah
$1.26M +$42.4K +2,416 +3%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$71.3K +4,063 +6%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$1.24M +$103K +5,878 +9%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$1.21M +$450K +25,638 +59%
ACP
186
Aviance Capital Partners
Florida
$1.2M +$226K +12,858 +23%
YCM
187
Yousif Capital Management
Michigan
$1.18M -$23.9K -1,360 -2%
IC
188
IEQ Capital
California
$1.17M +$845K +48,145 +261%
Neuberger Berman Group
189
Neuberger Berman Group
New York
$1.16M +$20.4K +1,163 +2%
Mercer Global Advisors
190
Mercer Global Advisors
Colorado
$1.14M +$73.1K +4,235 +7%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$1.11M +$85K +4,840 +8%
KPWS
192
Kestra Private Wealth Services
Texas
$1.08M -$287K -16,318 -21%
HAM
193
Harmony Asset Management
Arizona
$1.08M +$10.5K +600 +1%
CWM
194
CIBC World Markets
New York
$1.07M -$18.6K -1,059 -2%
NYLIM
195
New York Life Investment Management
New York
$1.03M -$34K -1,938 -3%
Impax Asset Management Group
196
Impax Asset Management Group
United Kingdom
$992K – – –
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$987K +$560K +31,908 +131%
MOACM
198
Mutual of America Capital Management
New York
$973K -$23K -1,311 -2%
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$957K -$54.8K -3,122 -5%
GIM
200
Gold Investment Management
Alberta, Canada
$941K +$28.9K +1,644 +3%
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