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Invesco
IVZ

Overview Fund Activity

511 hedge funds and large institutions have $6.1B invested in Invesco in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 210 increasing their positions, 171 reducing their positions, and 69 closing their positions.

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
6.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
69
Increased
210
Reduced
171
Closed
69
Calls
$32.1M
Puts
$23.9M
Net Calls
+$8.21M
Net Calls Change
+$365M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$107M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$48.9M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$165M
4
UBS Group
4
UBS Group
Switzerland
$93M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$39M

Top Sellers

1
BlackRock
1
BlackRock
New York
$727M
2
Millennium Management
2
Millennium Management
New York
$40.2M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$747M
Name Market Value Shares Shares
Change 		Shares
Change %
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$1.23B 81,332,319 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$747M 49,262,299 -2,232,355 -4%
BlackRock
3
BlackRock
New York
$727M 47,899,333 -7,058,893 -13%
TFM
4
Trian Fund Management
New York
$352M 23,173,442 – –
State Street
5
State Street
Massachusetts
$333M 21,928,364 +284,820 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$300M 19,746,797 -357,748 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$167M 11,019,327 +636,121 +6%
AQR Capital Management
8
AQR Capital Management
Connecticut
$165M 11,028,524 +2,882,928 +35%
Northern Trust
9
Northern Trust
Illinois
$107M 7,083,410 +721,947 +11%
Goldman Sachs
10
Goldman Sachs
New York
$107M 7,026,920 +3,507,150 +100%
AllianceBernstein
11
AllianceBernstein
Tennessee
$106M 6,985,352 +605,161 +9%
Morgan Stanley
12
Morgan Stanley
New York
$99.3M 6,546,326 +581,307 +10%
UBS Group
13
UBS Group
Switzerland
$93M 6,127,705 +2,495,254 +69%
Fisher Asset Management
14
Fisher Asset Management
Washington
$72M 4,743,059 +209,784 +5%
Charles Schwab
15
Charles Schwab
California
$67.6M 4,452,945 +29,613 +0.7%
Citadel Advisors
16
Citadel Advisors
Florida
$61.1M 4,026,035 +1,154,697 +40%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$48.9M 3,220,523 +3,220,523 New
Deutsche Bank
18
Deutsche Bank
Germany
$45.1M 2,975,059 -359,539 -11%
Amundi
19
Amundi
France
$44.3M 3,204,847 +551,588 +21%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$43.6M 2,876,305 +163,167 +6%
Barclays
21
Barclays
United Kingdom
$41.7M 2,751,707 +88,934 +3%
Millennium Management
22
Millennium Management
New York
$40.2M 2,652,802 -4,582,311 -63%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$39.6M 2,609,800 -1,159,100 -31%
Marshall Wace
24
Marshall Wace
United Kingdom
$39M 2,568,814 +2,439,846 +1,892%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$37.8M 2,492,717 -120,771 -5%
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