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Invesco
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Overview Fund Activity

504 hedge funds and large institutions have $5.54B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 182 reducing their positions, and 54 closing their positions.

Holders
504
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
8.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
169
Reduced
182
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M

Top Buyers

1
GC
1
Gillson Capital
Illinois
$36.2M
2
BlackRock
2
BlackRock
New York
$814M
3
AM
3
AGF Management
Ontario, Canada
$16.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$104M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$947M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$36.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$39.1M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$102M
4
SSA
4
Schonfeld Strategic Advisors
New York
$16.9M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$1B 55,758,634 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$947M 52,650,163 +827,609 +2%
BlackRock
3
BlackRock
New York
$814M 45,224,070 +1,793,208 +4%
State Street
4
State Street
Massachusetts
$456M 25,373,733 -40,410 -0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$165M 9,204,556 +319,016 +4%
Morgan Stanley
6
Morgan Stanley
New York
$104M 5,765,917 +836,828 +17%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$102M 5,653,856 -1,110,204 -16%
Northern Trust
8
Northern Trust
Illinois
$80.5M 4,477,410 +22,372 +0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$77M 4,281,023 -172,241 -4%
Charles Schwab
10
Charles Schwab
California
$68.2M 3,789,674 +127,265 +3%
Norges Bank
11
Norges Bank
Norway
$58.1M 3,231,426 -199,347 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$56.8M 3,156,958 -510,709 -14%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$55.4M 3,080,044 +44,302 +1%
Goldman Sachs
14
Goldman Sachs
New York
$50.1M 2,782,513 -540,605 -16%
Swedbank
15
Swedbank
Sweden
$47.8M 2,654,758 +94,775 +4%
Pzena Investment Management
16
Pzena Investment Management
New York
$47.5M 2,638,074 -47,068 -2%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$42.2M 2,347,530 -28,711 -1%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$41.6M 2,313,300 -649,800 -22%
Bank of America
19
Bank of America
North Carolina
$40.8M 2,267,412 +220,759 +11%
Citadel Advisors
20
Citadel Advisors
Florida
$39.1M 2,171,385 -1,422,954 -40%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$36.4M 2,021,286 -1,642,338 -45%
GC
22
Gillson Capital
Illinois
$36.2M 2,009,996 +2,009,996 New
Amundi
23
Amundi
France
$35.3M 1,787,116 +117,915 +7%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$34.5M 1,919,859 -243,503 -11%
UBS AM
25
UBS AM
Illinois
$34.2M 1,898,717 -112,329 -6%
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