Invesco
491 hedge funds and large institutions have $4.41B invested in Invesco in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 162 increasing their positions, 181 reducing their positions, and 43 closing their positions.
37% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 43
3% more funds holding
Funds holding: 477 → 491 (+14)
1.34% more ownership
Funds ownership: 66.34% → 67.68% (+1.3%)
10% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 181
14% less capital invested
Capital invested by funds: $5.11B → $4.41B (-$698M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
50% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $31.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$26.9M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$26.4M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$22.5M |
| 4 |
Goldman Sachs
New York
|
+$20M |
| 5 |
Axa
Paris,
France
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$58.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.9M |
| 3 |
BlackRock
New York
|
-$26.8M |
| 4 |
Pzena Investment Management
New York
|
-$24.6M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$17.4M |
IVZ Hedge Fund Activity: Q3 2023 in Review
491 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2023, worth a combined $4.41B — down 14% from $5.11B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IVZ positions and 43 closed out — a net gain of 16 holders — while 162 added to existing stakes and 181 trimmed.
The largest buyer was Millennium Management, adding an estimated $26.9M. The largest seller was Citadel Advisors, cutting an estimated $58.8M.
- 491 institutional investors held Invesco (IVZ) as of Q3 2023, up from 477 in Q2 2023.
- Funds reported $4.41B of Invesco stock for Q3 2023, down 14% quarter-over-quarter.
- 59 funds opened new Invesco positions in Q3 2023 and 43 closed out, a net change of +16 holders.
- The largest Invesco buyer in Q3 2023 was Millennium Management, an estimated $26.9M added.
- The largest Invesco seller in Q3 2023 was Citadel Advisors, an estimated $58.8M sold.
Based on aggregated 13F filings for Q3 2023.