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Invesco
IVZ

Overview Fund Activity

471 hedge funds and large institutions have $4.54B invested in Invesco in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 66 closing their positions.

Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
53
Increased
178
Reduced
170
Closed
66
Calls
$40M
Puts
$74.4M
Net Calls
-$34.4M
Net Calls Change
+$51.5M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$52.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$271M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$87.2M
4
Millennium Management
4
Millennium Management
New York
$76.3M
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$14.5M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$407M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
State Street
5
State Street
Massachusetts
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$811M 54,209,554 -139,631 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M 49,878,289 -1,580,653 -3%
TFM
3
Trian Fund Management
New York
$407M 27,223,734 -6,716,362 -20%
State Street
4
State Street
Massachusetts
$313M 20,909,125 -947,060 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$271M 18,084,231 +3,349,069 +23%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$152M 10,155,354 +205,325 +2%
Morgan Stanley
7
Morgan Stanley
New York
$87.6M 5,853,229 -270,798 -4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$87.2M 5,826,426 +3,342,714 +135%
Northern Trust
9
Northern Trust
Illinois
$85.2M 5,697,017 +631,294 +12%
Millennium Management
10
Millennium Management
New York
$76.3M 5,097,194 +2,752,138 +117%
Fisher Asset Management
11
Fisher Asset Management
Washington
$66.6M 4,453,508 +280,717 +7%
Charles Schwab
12
Charles Schwab
California
$63.8M 4,265,923 +130,947 +3%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$52.4M 3,505,066 +3,505,066 New
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$52.1M 3,483,588 +371,966 +12%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$51.2M 3,422,800 +342,200 +11%
Goldman Sachs
16
Goldman Sachs
New York
$47.6M 3,179,672 +374,681 +13%
Amundi
17
Amundi
France
$41.1M 2,729,784 +375,561 +16%
Swedbank
18
Swedbank
Sweden
$37.4M 2,500,000 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37.2M 2,489,388 +30,016 +1%
AQR Capital Management
20
AQR Capital Management
Connecticut
$35.3M 2,364,232 +377,786 +19%
Barclays
21
Barclays
United Kingdom
$34.8M 2,329,143 +277,347 +14%
Bank of America
22
Bank of America
North Carolina
$34.8M 2,327,560 +188,481 +9%
Two Sigma Investments
23
Two Sigma Investments
New York
$32.7M 2,187,628 -114,106 -5%
Norges Bank
24
Norges Bank
Norway
$31.7M 2,120,733 -470,982 -18%
UBS Group
25
UBS Group
Switzerland
$29.2M 1,952,763 +558,436 +40%
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