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Invesco
IVZ

Overview Fund Activity

505 hedge funds and large institutions have $6.47B invested in Invesco in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 71 closing their positions.

Holders
505
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
6.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
75
Increased
196
Reduced
183
Closed
71
Calls
$41.6M
Puts
$18.4M
Net Calls
+$23.2M
Net Calls Change
+$15M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$141M
2
Goldman Sachs
2
Goldman Sachs
New York
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$53.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$811M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$80.3M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$231M
2
BlackRock
2
BlackRock
New York
$713M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$10.3M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
201
Yousif Capital Management
Michigan
$1.03M 65,460 +67 +0.1%
VI
202
Versor Investments
New York
$1.02M 64,600 -20,200 -24%
VIM
203
Vinva Investment Management
Australia
$1.01M 42,052 -6,084 -13%
Adage Capital Partners
204
Adage Capital Partners
Massachusetts
$1.01M 63,941 -12,000 -16%
BNP Paribas Asset Management
205
BNP Paribas Asset Management
France
$974K 61,763 +19,026 +45%
MML Investors Services
206
MML Investors Services
Massachusetts
$954K 60,491 +30,540 +102%
NYLIM
207
New York Life Investment Management
New York
$947K 60,067 +951 +2%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$946K 60,017 +4,228 +8%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$946K 59,999 +3,138 +6%
TAP
210
Tounjian Advisory Partners
Florida
$940K 61,972 -818 -1%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$910K 57,717 -141,438 -71%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$897K 56,909 -5,679 -9%
AF
213
Allworth Financial
California
$897K 56,896 +5,113 +10%
Osaic Holdings
214
Osaic Holdings
Arizona
$874K 52,202 -20,218 -28%
Corient Private Wealth
215
Corient Private Wealth
Florida
$859K 54,459 +19,577 +56%
BC
216
Bridgefront Capital
Texas
$836K 53,031 +20,011 +61%
MOACM
217
Mutual of America Capital Management
New York
$809K 51,327 -773 -1%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$793K 50,286 -2,215 -4%
PAS
219
Point72 Asia (Singapore)
Singapore
$788K 49,950 +49,950 New
Natixis Advisors
220
Natixis Advisors
Massachusetts
$770K 48,841 +31,745 +186%
KPWS
221
Kestra Private Wealth Services
Texas
$763K 48,354 -5,819 -11%
WP
222
Woodline Partners
California
$762K 48,351 +10,501 +28%
MLM
223
Mount Lucas Management
Pennsylvania
$752K 47,704 +47,704 New
SC
224
Savant Capital
Illinois
$715K 45,325 -104,911 -70%
SWP
225
Stratos Wealth Partners
Ohio
$705K 44,714 -242 -0.5%
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