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Invesco
IVZ

Overview Fund Activity

517 hedge funds and large institutions have $7.02B invested in Invesco in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 160 reducing their positions, and 44 closing their positions.

Holders
517
Holders Change
+33
Holders Change %
+6.82%
% of All Funds
6.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
84
Increased
195
Reduced
160
Closed
44
Calls
$42.1M
Puts
$399M
Net Calls
-$357M
Net Calls Change
-$370M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$57.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$50.2M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$142M
4
UBS Group
4
UBS Group
Switzerland
$63.5M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$29.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$126M
2
Swedbank
2
Swedbank
Sweden
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$35.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$61.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$787K
Name Market Value Shares Shares
Change 		Shares
Change %
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$1.42B 81,332,319 -20 -0%
BlackRock
2
BlackRock
New York
$961M 54,958,226 +286,180 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$900M 51,494,654 +419,389 +0.8%
TFM
4
Trian Fund Management
New York
$405M 23,173,442 – –
State Street
5
State Street
Massachusetts
$378M 21,643,544 +583,011 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$351M 20,104,545 +274,134 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$181M 10,383,206 +134,726 +1%
AQR Capital Management
8
AQR Capital Management
Connecticut
$142M 8,145,596 +2,264,551 +39%
Millennium Management
9
Millennium Management
New York
$126M 7,235,113 -2,792,913 -28%
AllianceBernstein
10
AllianceBernstein
Tennessee
$112M 6,380,191 +31,854 +0.5%
Northern Trust
11
Northern Trust
Illinois
$111M 6,361,463 +834,581 +15%
Morgan Stanley
12
Morgan Stanley
New York
$104M 5,965,019 +490,428 +9%
Fisher Asset Management
13
Fisher Asset Management
Washington
$79.2M 4,533,275 -7,638 -0.2%
Charles Schwab
14
Charles Schwab
California
$77.3M 4,423,332 +111,518 +3%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$65.9M 3,768,900 +466,400 +14%
UBS Group
16
UBS Group
Switzerland
$63.5M 3,632,451 +2,070,823 +133%
Goldman Sachs
17
Goldman Sachs
New York
$61.5M 3,519,770 -862,744 -20%
Deutsche Bank
18
Deutsche Bank
Germany
$58.3M 3,334,598 +1,232,359 +59%
Norges Bank
19
Norges Bank
Norway
$57.5M 3,287,134 +3,287,134 New
Citadel Advisors
20
Citadel Advisors
Florida
$50.2M 2,871,338 +2,307,849 +410%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$47.4M 2,713,138 -358,338 -12%
Barclays
22
Barclays
United Kingdom
$46.5M 2,662,773 +298,599 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$45.7M 2,613,488 +113,451 +5%
Amundi
24
Amundi
France
$45.4M 2,653,259 +1,472,178 +125%
Two Sigma Investments
25
Two Sigma Investments
New York
$40.8M 2,333,706 -379,405 -14%
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