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Invesco Ltd.

IVZ
交易所
NYSE
產業
Investment Advice
SEC CIK
0000914208

近 90 天，Invesco Ltd. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 674 家機構在 13F 申報持有，市值合計 $112.0 億；大師中只有Trian 基金管理持有。

2021 年第 2 季與 2021 年第 1 季比較

持有 Invesco Ltd. 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人2021 年第 1 季全部持有人

IVZ 的 13F 持有人：2021 年第 1 季與 2021 年第 2 季比較
項目2021 年第 1 季其中尚未申報 2021 年第 2 季2021 年第 2 季變化
持有家數5374563+30
股數2.92 億161.9 萬2.92 億+121.6 萬 (+0.4%)
市值$73.9 億$4,083 萬$77.9 億+$4.33 億 (+5.9%)

4 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（93 家）

2021 年第 2 季季末持有 Invesco Ltd.、2021 年第 1 季季末沒有持有的機構。

2021 年第 2 季新進 IVZ 的機構
機構股數市值佔組合 %
Amundi1,971,131$5,269 萬0.04%
Todd Asset Management LLC775,945$2,074 萬0.47%
Jupiter Asset Management Ltd711,747$1,902 萬0.20%
Azora Capital LP700,126$1,871 萬2.91%
Balyasny Asset Management LLC699,409$1,870 萬0.10%
Point72 Asset Management, L.P.278,300$743.9 萬0.04%
Cambridge Financial Group, Inc.250,170$668.7 萬2.86%
Mn Services Vermogensbeheer B.V.286,225$645.1 萬0.05%
Schonfeld Strategic Advisors LLC211,382$565.0 萬0.06%
Two Sigma Investments, LP204,092$545.5 萬0.01%
Hudson Bay Capital Management LP200,000$534.6 萬0.07%
Blueshift Asset Management, LLC160,790$429.8 萬0.24%
Ergoteles LLC112,414$300.5 萬0.07%
Dynamic Technology Lab Private Ltd99,513$266.0 萬0.27%
HRT Financial LP79,746$213.1 萬0.02%
Trexquant Investment LP78,401$209.6 萬0.18%
Duality Advisers, LP78,146$208.9 萬0.19%
Jacobs Levy Equity Management, Inc74,465$199.0 萬0.01%
Empowered Funds, LLC66,367$177.4 萬0.23%
Paloma Partners Management Co63,436$169.5 萬0.04%
Brookfield Asset Management Inc.55,611$148.6 萬0.01%
Aviva PLC55,150$147.4 萬0.01%
Pendal Group Limited52,598$140.6 萬0.01%
MD Financial Management Inc.51,207$136.9 萬0.04%
Sciencast Management LP51,898$135.7 萬0.28%
Westpac Banking Corp48,285$129.1 萬0.01%
Gillson Capital LP47,181$126.1 萬0.12%
NorthCoast Asset Management LLC38,799$103.8 萬0.04%
Tibra Equities Europe Ltd34,707$92.8 萬0.29%
Teza Capital Management LLC34,129$91.2 萬0.15%
Ci Investments Inc.29,797$79.6 萬0.00%
Buckley Wealth Management, LLC29,325$78.4 萬0.27%
Wealthstar Advisors, LLC28,199$75.2 萬0.29%
Bluefin Capital Management, LLC25,400$67.9 萬0.05%
Pearl River Capital, LLC24,126$64.5 萬0.18%
Hilltop Holdings Inc.24,013$64.2 萬0.07%
Gsa Capital Partners LLP22,216$59.4 萬0.07%
M&G Investment Management Ltd21,076$56.9 萬0.00%
Y-Intercept (Hong Kong) Ltd21,119$56.5 萬0.14%
Bayesian Capital Management, LP21,109$56.4 萬0.15%
Fox Run Management, L.L.C.20,221$54.1 萬0.49%
XTX Topco Ltd17,827$47.7 萬0.16%
Lombard Odier Asset Management (Switzerland) SA16,372$43.8 萬0.02%
Lazard Asset Management LLC16,114$43.0 萬0.00%
JustInvest LLC15,683$41.9 萬0.04%
Johnson Investment Counsel Inc15,405$41.2 萬0.01%
Wealth Management Associates, Inc.15,365$41.1 萬0.23%
Vontobel Holding Ltd.15,059$40.0 萬0.00%
Cipher Capital LP14,791$39.5 萬0.22%
Hennion & Walsh Asset Management, Inc.13,180$35.2 萬0.02%
Connor, Clark & Lunn Investment Management Ltd.12,434$33.2 萬0.00%
O'Neil Global Advisors, Inc.11,931$31.9 萬0.10%
Dark Forest Capital Management LP11,416$30.5 萬0.13%
Oppenheimer & Co Inc10,169$27.2 萬0.00%
Beacon Pointe Advisors, LLC9,186$24.6 萬0.01%
Diversified Trust Co9,170$24.5 萬0.01%
Walleye Capital LLC8,622$23.0 萬0.01%
Prelude Capital Management, LLC8,559$22.9 萬0.01%
Ieq Capital, LLC8,512$22.8 萬0.01%
Machina Capital S.A.S.8,500$22.7 萬0.38%
Verition Fund Management LLC8,378$22.4 萬0.00%
Mackenzie Financial Corp8,137$21.8 萬0.00%
PDT Partners, LLC8,059$21.5 萬0.01%
Usca Ria LLC7,772$20.8 萬0.01%
Stevens Capital Management LP7,582$20.3 萬0.06%
Deseret Mutual Benefit Administrators7,596$20.3 萬0.05%
Regentatlantic Capital LLC7,566$20.2 萬0.01%
Shulman DeMeo Asset Management LLC7,571$20.2 萬0.08%
Healthcare of Ontario Pension Plan Trust Fund6,915$18.5 萬0.00%
Neo Ivy Capital Management6,870$18.4 萬0.19%
Quantbot Technologies LP6,828$18.2 萬0.01%
Twin Tree Management, LP6,636$17.7 萬0.01%
BBVA USA4,911$13.2 萬0.01%
State of Wyoming2,989$8.00 萬0.05%
Altshuler Shaham Ltd2,032$5.40 萬0.00%
Hanseatic Management Services Inc800$2.10 萬0.04%
Spire Wealth Management600$1.60 萬0.00%
Rosenberg Matthew Hamilton470$1.30 萬0.01%
BerganKDV Wealth Management, LLC460$1.20 萬0.00%
Capital Analysts, LLC416$1.10 萬0.00%
McIlrath & Eck, LLC394$1.10 萬0.00%
Creative Financial Designs Inc200$5,0000.00%
Lee Financial Co201$5,0000.00%
Tradition Wealth Management, LLC170$5,0000.00%
Gemmer Asset Management LLC136$4,0000.00%
FormulaFolio Investments, LLC133$4,0000.00%
PNC Managed Account Solutions, Inc.96$3,0000.00%
MV Capital Management, Inc.41$1,0000.00%
Wagner Wealth Management, LLC38$1,0000.00%
Strategic Blueprint, LLC46$1,0000.00%
Wealth Quarterback LLC37$1,0000.00%
WestEnd Advisors, LLC–$1330.00%
Advocacy Wealth Management Services, LLC16$00.00%

清倉機構（63 家）

2021 年第 1 季季末持有 Invesco Ltd.、2021 年第 2 季有申報但已經沒有持有的機構。

2021 年第 2 季清倉 IVZ 的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Mount Lucas Management LP587,926$1,483 萬
Brookstone Capital Management442,464$1,116 萬
Alyeska Investment Group, L.P.335,068$845.0 萬
Moloney Securities Asset Management, LLC149,246$376.4 萬
Caisse de Depot Et Placement du Quebec137,621$347.1 萬
Contrarius Investment Management Ltd120,645$304.3 萬
Pinnacle Family Advisors, LLC118,622$299.2 萬
Wealth Enhancement & Preservation of GA, LLC109,117$282.7 萬
Algebris (UK) Ltd100,031$252.3 萬
Piershale Financial Group, Inc.82,915$209.1 萬
Mutual Advisors, LLC76,372$192.6 萬
Ramiah Investment Group73,060$184.3 萬
Moulton Wealth Management, Inc68,381$176.6 萬
Banco Bilbao Vizcaya Argentaria, S.A.60,203$151.8 萬
Erste Asset Management GmbH57,200$142.4 萬
Hexavest Inc.43,794$110.4 萬
RiverTree Advisors, LLC43,273$109.1 萬
IFM Investors Pty Ltd41,578$104.9 萬
Advisors Preferred, LLC40,535$104.4 萬
Oxinas Partners Wealth Management LLC39,732$100.2 萬
IHT Wealth Management, LLC38,728$97.7 萬
Camarda Financial Advisors, LLC33,879$85.4 萬
Associated Banc-Corp89,482$81.2 萬
Greenwood Capital Associates LLC31,314$79.0 萬
Maryland State Retirement & Pension System28,810$72.7 萬
Mattern Wealth Management LLC27,565$69.5 萬
Nwam LLC24,131$60.9 萬
LS Investment Advisors, LLC21,436$54.1 萬
AlphaCentric Advisors LLC19,943$50.3 萬
Asahi Life Asset Management Co., Ltd.18,590$46.9 萬
Coastal Investment Advisors, Inc.16,751$42.2 萬
Centiva Capital, LP16,133$40.7 萬
Johnson Midwest Financial, LLC13,842$34.9 萬
Barber Financial Group, Inc.13,609$34.3 萬
Aigen Investment Management, LP13,176$33.2 萬
Phocas Financial Corp.2,898$33.0 萬
Kalos Management, Inc.11,054$30.1 萬
Winton Group Ltd11,282$28.5 萬
Creative Planning11,013$27.8 萬
Bank of the West10,849$27.4 萬
Paragon Capital Management Ltd10,540$26.6 萬
Sowell Financial Services LLC9,355$26.4 萬
Wealthspire Advisors, LLC9,906$25.0 萬
Neuberger Berman Group LLC10,473$24.2 萬
GWM Advisors LLC9,019$22.7 萬
Two Sigma Securities, LLC8,766$22.1 萬
Verdence Capital Advisors LLC8,631$21.8 萬
Ethic Inc.8,409$21.2 萬
Gateway Advisory, LLC8,300$20.9 萬
Caas Capital Management LP5,050$12.7 萬
Northwest Investment Counselors, LLC4,902$12.4 萬
Valeo Financial Advisors, LLC1,006$2.50 萬
Loomis Sayles & Co L P608$1.50 萬
Manchester Financial Inc564$1.40 萬
International Assets Investment Management, LLC607$1.10 萬
Cowa, LLC349$9,000
Eudaimonia Partners, LLC309$8,000
Central Trust Co244$6,000
Anchor Investment Management, LLC200$5,044
Atlas Private Wealth Management100$3,000
Ameritas Investment Company, LLC55$1,387
Clearstead Advisors, LLC17$0
Credit Agricole S A2$0

尚未申報 2021 年第 2 季的機構（4 家）

2021 年第 1 季季末持有 Invesco Ltd.、還沒有申報 2021 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 1 季持有 IVZ、尚未申報 2021 年第 2 季的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Amundi Asset Management US, Inc.1,490,475$3,759 萬
Money Concepts Capital Corp107,043$270.0 萬
TCF National Bank18,333$46.2 萬
CSat Investment Advisory, L.P.3,304$8.30 萬