undamentalytics Newsletter

Invesco: which funds bought and sold

Institutions that bought and sold Invesco shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 354 institutions that filed 13F reports for both quarters added to or opened positions in Invesco, and 281 cut or closed them. Together they added a net 1.1M shares, +0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 6.2M shares (−7.8%); index fund managers were net sellers of 968K shares (−0.8%). 92 opened a new position and 61 sold out entirely.

Bought, Q2 2026 354 institutions, 92 of them new holders Sold, Q2 2026 281 institutions, 61 of them sold out
Net change, all compared +1.1M shares (+0.3%)
Net change, active managers −6.2M shares (−7.8%), 30 bought, 29 sold

Buyers versus sellers

institutions compared, 715
Active managers and hedge funds 30 bought · 29 sold · −6.2M
Index fund managers 5 bought · 7 sold · −968K
Other institutions 319 bought · 245 sold · +8.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Amundi +3.0M +283.1% 4.0M $105M
Qube Research & Technologies Ltd Hedge fund +2.8M +106.9% 5.3M $141M
SG Americas Securities, LLC +1.8M +2910.2% 1.9M $49.5M
Healthcare Of Ontario Pension Plan Trust Fund +1.6M +5668.4% 1.6M $42.5M
Citadel Advisors LLC Hedge fund +1.6M +503.6% 1.9M $49.1M
Connor, Clark & Lunn Investment Management Ltd. +1.1M +412.3% 1.3M $35.1M
Jane Street Group, LLC +1.1M +7556.3% 1.1M $28.1M
Allianz Asset Management Gmbh +960K +81.2% 2.1M $56.5M
Morgan Stanley +824K +10.3% 8.8M $232M
Royal Bank Of Canada +740K +111.9% 1.4M $37M
Trexquant Investment LP Hedge fund +736K +1729.2% 779K $20.6M
Nfj Investment Group, LLC +717K New position 717K $18.9M
D. E. Shaw & Co., Inc. Hedge fund +717K +24.1% 3.7M $97.3M
Goldman Sachs Group Inc +605K +5.7% 11.1M $294M
Raymond James Financial Inc +589K +48.1% 1.8M $47.8M
Squarepoint Ops LLC Hedge fund +579K +70.0% 1.4M $37.1M
Voloridge Investment Management, LLC Hedge fund +573K +63.2% 1.5M $39.1M
Swiss Life Asset Management Ltd +562K New position 562K $14.8M
Strs Ohio +558K +6414.1% 567K $15M
Two Sigma Investments, LP Hedge fund +502K +129.8% 890K $23.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund −6.0M −27.5% 15.7M $414M
Point72 Asset Management, L.P. Hedge fund −1.6M Sold out 0 —
Price T Rowe Associates Inc Active manager −1.5M −12.4% 10.6M $280M
Alliancebernstein L.P. Active manager −1.4M −28.1% 3.5M $84.1M
Trian Fund Management, L.P. Hedge fund −1.3M −45.3% 1.6M $42.9M
Bank Of New York Mellon Corp −1.3M −38.5% 2.1M $55.7M
First Trust Advisors LP −1.3M −72.2% 508K $13.4M
Invesco Ltd. −1.2M −11.8% 9.3M $246M
Citigroup Inc −1.2M −71.6% 483K $12.7M
Alyeska Investment Group, L.P. Hedge fund −1.2M Sold out 0 —
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −948K −94.3% 58K $1.5M
Vanguard Portfolio Management LLC Index funds −804K −4.2% 18.5M $487M
Delta Global Management LP −781K −69.6% 341K $9M
Deutsche Bank Ag\ −485K −24.4% 1.5M $39.6M
Sei Investments Co −481K −34.5% 915K $24.2M
Los Angeles Capital Management LLC Active manager −445K −21.2% 1.7M $43.6M
Governors Lane LP Hedge fund −428K Sold out 0 —
Bank Of America Corp −409K −15.4% 2.2M $59.3M
Geode Capital Management, LLC Index funds −338K −2.6% 12.5M $329M
Ameriprise Financial Inc −286K −15.9% 1.5M $39.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Sonoma Allocations LLC 447K $38.3M
Nfj Investment Group, LLC 717K $18.9M
Swiss Life Asset Management Ltd 562K $14.8M
Peak6 LLC 370K $9.8M
Ossiam 184K $4.9M
Xtx Topco Ltd 175K $4.6M
New Age Alpha Advisors, LLC 123K $3.2M
Easterly Investment Partners LLC 114K $3M
Prevail Innovative Wealth Advisors, LLC 97K $2.5M
Qsemble Capital Management, LP 96K $2.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Point72 Asset Management, L.P.Hedge fund 1.6M $38.9M
Alyeska Investment Group, L.P.Hedge fund 1.2M $28.4M
Governors Lane LPHedge fund 428K $10.4M
Holocene Advisors, LPHedge fund 271K $6.6M
Winton Group LtdHedge fund 223K $5.4M
Olstein Capital Management, L.P. 217K $5.3M
Financial Sense Advisors, Inc. 158K $3.8M
Mubadala Investment Co Pjsc 156K $3.8M
Caption Management, LLC 130K $3.2M
Handelsbanken Fonder AB 92K $2.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
664
Ten largest holders
60.5%
of 13F-reported shares
Index fund managers
30.2%
of 13F-reported shares
Active managers and hedge funds
17.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 29 6 6 −6.2M −7.8%
Index fund managers 5 7 0 0 −968K −0.8%
Other institutions 319 245 86 55 +8.3M +3.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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