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Invesco
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Overview Fund Activity

488 hedge funds and large institutions have $5.42B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 85 closing their positions.

Holders
488
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
157
Reduced
185
Closed
85
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$67M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$61.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$95.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$246M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$45.4M
2
Amundi
2
Amundi
France
$30M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$12.5M
4
State Street
4
State Street
Massachusetts
$376M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M 51,454,867 +115,833 +0.2%
BlackRock
2
BlackRock
New York
$826M 46,299,714 +106,498 +0.2%
TFM
3
Trian Fund Management
New York
$605M 33,940,096 – –
State Street
4
State Street
Massachusetts
$376M 21,102,803 -2,615,724 -11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$246M 13,798,051 +2,592,039 +23%
Morgan Stanley
6
Morgan Stanley
New York
$177M 9,903,866 +4,495,000 +83%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$174M 9,752,324 +125,251 +1%
Northern Trust
8
Northern Trust
Illinois
$101M 5,682,436 -261,507 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$95.6M 5,356,135 +3,390,285 +172%
Charles Schwab
10
Charles Schwab
California
$72M 4,034,956 +136,582 +4%
Fisher Asset Management
11
Fisher Asset Management
Washington
$70M 3,921,248 +391,933 +11%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$67M 3,756,500 +3,507,900 +1,411%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$61.8M 3,463,819 +3,463,819 New
Norges Bank
14
Norges Bank
Norway
$59.7M 3,347,124 -308,409 -8%
Goldman Sachs
15
Goldman Sachs
New York
$59.2M 3,320,911 -841,959 -20%
Millennium Management
16
Millennium Management
New York
$47.8M 2,677,092 +945,701 +55%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$46.2M 2,590,316 -305,606 -11%
Barclays
18
Barclays
United Kingdom
$45.8M 2,568,016 +714,786 +39%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$45.4M 2,544,565 -4,457,947 -64%
Swedbank
20
Swedbank
Sweden
$44.6M 2,500,000 -35,289 -1%
Ameriprise
21
Ameriprise
Minnesota
$38.1M 2,135,025 -115,903 -5%
Squarepoint
22
Squarepoint
New York
$34.2M 1,918,726 +1,075,710 +128%
AQR Capital Management
23
AQR Capital Management
Connecticut
$34.2M 1,915,759 -420,274 -18%
UBS Group
24
UBS Group
Switzerland
$30.2M 1,690,625 +5,571 +0.3%
Amundi
25
Amundi
France
$30M 1,687,561 -4,073,853 -71%
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