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Invesco
IVZ

492 hedge funds and large institutions have $6.83B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 157 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

50% more capital invested

Capital invested by funds: $4.55B → $6.83B (+$2.29B)

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 157

19.12% more ownership

Funds ownership: 67.33% → 86.45% (+19%)

13% more call options, than puts

Call options by funds: $112M | Put options by funds: $98.9M

4% more funds holding

Funds holding: 474 → 492 (+18)

Holders
492
Holders Change
+18
Holders Change %
+3.8%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
196
Reduced
157
Closed
47
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$81M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$57.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.7M
4
ACL
Azora Capital LP
Florida
+$25.5M
5
Goldman Sachs
Goldman Sachs
New York
+$19.8M

Top Sellers

1
TFM
Trian Fund Management
New York
-$66.5M
2
Amundi
Amundi
France
-$25.4M
3
American Century Companies
American Century Companies
Missouri
-$23.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$22.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
201
Mutual of America Capital Management
New York
$973K -$21.5K -1,311 -2%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$957K -$51.3K -3,122 -5%
GIM
203
Gold Investment Management
Alberta, Canada
$941K +$27K +1,644 +3%
HWAM
204
Hennion & Walsh Asset Management
New Jersey
$939K -$23.7K -1,444 -3%
RIL
205
Rothschild Investment LLC
Illinois
$932K -$7.55K -460 -0.9%
EFS
206
Econ Financial Services
Pennsylvania
$919K +$859K +52,317 New
SOADOR
207
State of Alaska Department of Revenue
Alaska
$918K +$58.2K +3,545 +7%
VIM
208
Vinva Investment Management
Australia
$899K +$149K +9,078 +35%
VI
209
Versor Investments
New York
$882K +$824K +50,200 New
KAS
210
Kestra Advisory Services
Texas
$879K -$27.7K -1,689 -3%
Verition Fund Management
211
Verition Fund Management
Connecticut
$865K +$367K +22,377 +83%
GCP
212
GSA Capital Partners
United Kingdom
$853K +$797K +48,566 New
VPIM
213
Vanguard Personalized Indexing Management
California
$853K +$76.7K +4,673 +11%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$846K -$713K -43,400 -47%
Jane Street
215
Jane Street
New York
$845K -$16.1M -980,632 -95%
DADC
216
D.A. Davidson & Co
Montana
$808K -$42K -2,560 -5%
XT
217
XTX Topco
Cayman Islands
$803K +$40.7K +2,476 +6%
Mirae Asset Global ETFs Holdings
218
Mirae Asset Global ETFs Holdings
Hong Kong
$796K -$15.6K -949 -2%
GS
219
GTS Securities
New York
$796K +$482K +29,324 +183%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$792K +$439K +26,753 +147%
PCA
221
Pallas Capital Advisors
Massachusetts
$774K +$721K +43,934 New
SA
222
Strategic Advisors
New York
$755K – – –
Corient Private Wealth
223
Corient Private Wealth
Florida
$747K -$131K -8,002 -16%
LAM
224
LECAP Asset Management
United Kingdom
$725K +$678K +41,293 New
ECA
225
Elevated Capital Advisors
Utah
$713K -$19.5K -1,187 -3%
7 8
9
10 11

IVZ Hedge Fund Activity: Q3 2024 in Review

492 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2024, worth a combined $6.83B — up 50% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IVZ positions and 47 closed out — a net gain of 20 holders — while 196 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $81M. The largest seller was Trian Fund Management, cutting an estimated $66.5M.

  • 492 institutional investors held Invesco (IVZ) as of Q3 2024, up from 474 in Q2 2024.
  • Funds reported $6.83B of Invesco stock for Q3 2024, up 50% quarter-over-quarter.
  • 67 funds opened new Invesco positions in Q3 2024 and 47 closed out, a net change of +20 holders.
  • The largest Invesco buyer in Q3 2024 was Millennium Management, an estimated $81M added.
  • The largest Invesco seller in Q3 2024 was Trian Fund Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.