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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 %
HWAM
201
Hennion & Walsh Asset Management
New Jersey
$939K -$25.4K -1,444 -3%
RIL
202
Rothschild Investment LLC
Illinois
$932K -$8.08K -460 -0.9%
EFS
203
Econ Financial Services
Pennsylvania
$919K +$919K +52,317 New
SOADOR
204
State of Alaska Department of Revenue
Alaska
$918K +$62.2K +3,545 +7%
VIM
205
Vinva Investment Management
Australia
$899K +$231K +9,078 +35%
VI
206
Versor Investments
New York
$882K +$882K +50,200 New
KAS
207
Kestra Advisory Services
Texas
$879K -$29.7K -1,689 -3%
Verition Fund Management
208
Verition Fund Management
Connecticut
$865K +$393K +22,377 +83%
GCP
209
GSA Capital Partners
United Kingdom
$853K +$853K +48,566 New
VPIM
210
Vanguard Personalized Indexing Management
California
$853K +$82.1K +4,673 +11%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$846K -$762K -43,400 -47%
Jane Street
212
Jane Street
New York
$845K -$17.2M -980,632 -95%
DADC
213
D.A. Davidson & Co
Montana
$808K -$45K -2,560 -5%
XT
214
XTX Topco
Cayman Islands
$803K +$43.5K +2,476 +6%
Mirae Asset Global ETFs Holdings
215
Mirae Asset Global ETFs Holdings
Hong Kong
$796K -$16.7K -949 -2%
GS
216
GTS Securities
New York
$796K +$515K +29,324 +183%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$792K +$472K +26,753 +147%
PCA
218
Pallas Capital Advisors
Massachusetts
$774K +$774K +43,934 New
SA
219
Strategic Advisors
New York
$755K – – –
Corient Private Wealth
220
Corient Private Wealth
Florida
$747K -$141K -8,002 -16%
LAM
221
LECAP Asset Management
United Kingdom
$725K +$725K +41,293 New
ECA
222
Elevated Capital Advisors
Utah
$713K -$20.8K -1,187 -3%
SA
223
Sanctuary Advisors
Indiana
$706K +$507K +28,584 +255%
QIM
224
Quantitative Investment Management
Virginia
$694K +$694K +39,537 New
SSA
225
Schonfeld Strategic Advisors
New York
$693K -$2.3M -130,696 -77%
7 8
9
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