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Invesco
IVZ

Overview Fund Activity

491 hedge funds and large institutions have $5.01B invested in Invesco in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 164 reducing their positions, and 57 closing their positions.

Holders
491
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
7.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
65
Increased
183
Reduced
164
Closed
57
Calls
$25.8M
Puts
$112M
Net Calls
-$85.9M
Net Calls Change
-$90.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$902M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$51.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$41.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$51.1M
5
Bank of America
5
Bank of America
North Carolina
$35.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$16.8M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$6.56M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$902M 54,349,185 +8,049,471 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$854M 51,458,942 +4,075 +0%
TFM
3
Trian Fund Management
New York
$563M 33,940,096 – –
State Street
4
State Street
Massachusetts
$363M 21,856,185 +753,382 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$244M 14,735,162 +937,111 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$165M 9,950,029 +197,705 +2%
Morgan Stanley
7
Morgan Stanley
New York
$102M 6,124,027 -3,779,839 -38%
Northern Trust
8
Northern Trust
Illinois
$84M 5,065,723 -616,713 -11%
Fisher Asset Management
9
Fisher Asset Management
Washington
$69.2M 4,172,791 +251,543 +6%
Charles Schwab
10
Charles Schwab
California
$68.6M 4,134,976 +100,020 +2%
Voloridge Investment Management
11
Voloridge Investment Management
Florida
$51.6M 3,111,622 +2,429,947 +356%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$51.1M 3,080,600 +1,581,500 +105%
Goldman Sachs
13
Goldman Sachs
New York
$46.5M 2,804,991 -515,920 -16%
Norges Bank
14
Norges Bank
Norway
$43M 2,591,715 -755,409 -23%
Swedbank
15
Swedbank
Sweden
$41.5M 2,500,000 – –
AllianceBernstein
16
AllianceBernstein
Tennessee
$41.2M 2,483,712 +1,909,860 +333%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$40.8M 2,459,372 -130,944 -5%
Millennium Management
18
Millennium Management
New York
$38.9M 2,345,056 -332,036 -12%
Two Sigma Investments
19
Two Sigma Investments
New York
$38.2M 2,301,734 +946,723 +70%
Amundi
20
Amundi
France
$35.9M 2,354,223 +666,662 +40%
Bank of America
21
Bank of America
North Carolina
$35.5M 2,139,079 +1,450,335 +211%
Barclays
22
Barclays
United Kingdom
$34M 2,051,796 -516,220 -20%
AQR Capital Management
23
AQR Capital Management
Connecticut
$33M 1,986,446 +70,687 +4%
American Century Companies
24
American Century Companies
Missouri
$28.8M 1,733,980 +143,089 +9%
LBA
25
Letko, Brosseau & Associates
Quebec, Canada
$27.5M 1,654,863 -14,800 -0.9%
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