IVZ icon

Invesco
IVZ

Overview Fund Activity

508 hedge funds and large institutions have $5.13B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 162 reducing their positions, and 53 closing their positions.

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
65
Increased
200
Reduced
162
Closed
53
Calls
$16.2M
Puts
$24M
Net Calls
-$7.75M
Net Calls Change
+$2.71M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$154M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$50.6M
3
BlackRock
3
BlackRock
New York
$783M
4
Goldman Sachs
4
Goldman Sachs
New York
$76.6M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$28.8M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$557M
2
GC
2
Gillson Capital
Illinois
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$23M
4
State Street
4
State Street
Massachusetts
$399M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$874M 53,314,707 +664,544 +1%
BlackRock
2
BlackRock
New York
$783M 47,752,801 +2,528,731 +6%
TFM
3
Trian Fund Management
New York
$557M 33,940,096 -21,818,538 -39%
State Street
4
State Street
Massachusetts
$399M 24,311,748 -1,061,985 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$154M 9,391,387 +349,965 +4%
Citadel Advisors
6
Citadel Advisors
Florida
$154M 9,380,386 +7,209,001 +332%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$153M 9,349,841 +145,285 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$93.3M 5,688,659 +34,803 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$85M 5,185,188 -580,729 -10%
Goldman Sachs
10
Goldman Sachs
New York
$76.6M 4,672,191 +1,889,678 +68%
Northern Trust
11
Northern Trust
Illinois
$75.2M 4,586,940 +109,530 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$70.8M 4,316,437 +35,414 +0.8%
Charles Schwab
13
Charles Schwab
California
$63M 3,841,345 +51,671 +1%
Norges Bank
14
Norges Bank
Norway
$58.5M 3,569,869 +338,443 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$51.4M 3,136,085 -20,873 -0.7%
Fisher Asset Management
16
Fisher Asset Management
Washington
$50.6M 3,085,457 +3,085,457 New
Pzena Investment Management
17
Pzena Investment Management
New York
$43.9M 2,674,362 +36,288 +1%
Swedbank
18
Swedbank
Sweden
$43.5M 2,654,258 -500 -0%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$38.3M 2,336,112 -11,418 -0.5%
AQR Capital Management
20
AQR Capital Management
Connecticut
$36.8M 2,276,856 +983,156 +76%
Ameriprise
21
Ameriprise
Minnesota
$36.6M 2,233,875 +1,622,963 +266%
Bank of America
22
Bank of America
North Carolina
$36.6M 2,229,500 -37,912 -2%
Amundi
23
Amundi
France
$36.5M 2,322,656 +535,540 +30%
UBS AM
24
UBS AM
Illinois
$30.5M 1,861,535 -37,182 -2%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$29M 1,770,300 -543,000 -23%
1
2 3 4 5