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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。

2022 年第 1 季與 2021 年第 4 季比較

持有 Invesco Ltd. 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

IVZ 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數5688526−34
股數3.04 億58.0 萬3.04 億+72.4 萬 (+0.2%)
市值$71.4 億$1,335 萬$71.6 億+$3,920 萬 (+0.6%)

8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(50 家)

2022 年第 1 季季末持有 Invesco Ltd.、2021 年第 4 季季末沒有持有的機構。

2022 年第 1 季新進 IVZ 的機構
機構股數市值佔組合 %
Sumitomo Mitsui Trust Holdings, Inc.918,746$2,119 萬0.01%
Balyasny Asset Management LLC682,446$1,574 萬0.07%
Amalgamated Financial Corp.112,101$258.5 萬0.02%
Weiss Multi-Strategy Advisers LLC91,096$210.1 萬0.05%
Weiss Asset Management LP85,305$196.7 萬0.04%
Pendal Group Limited57,931$133.6 萬0.01%
Integrated Advisors Network LLC56,135$129.4 萬0.08%
1832 Asset Management L.P.44,386$100.9 萬0.00%
Balentine LLC32,566$75.1 萬0.03%
Group One Trading, L.P.28,490$65.7 萬0.01%
Diversified Trust Co24,409$56.3 萬0.02%
NorthCrest Asset Manangement, LLC21,150$48.8 萬0.02%
Meeder Asset Management Inc18,414$42.4 萬0.02%
Lumina Fund Management LLC17,800$41.0 萬0.16%
Gibraltar Capital Management, Inc.16,925$39.0 萬0.16%
Natixis Investment Managers International14,968$34.5 萬0.01%
Running Point Capital Advisors, LLC13,256$30.6 萬0.18%
Banque Pictet & Cie SA12,829$29.6 萬0.00%
Prudential PLC11,853$27.3 萬0.00%
Financial Advocates Investment Management11,688$26.9 萬0.02%
Occudo Quantitative Strategies LP11,169$25.8 萬0.02%
Greenleaf Trust10,480$24.2 萬0.00%
Nomura Holdings Inc9,824$22.9 萬0.00%
Mather Group, LLC.9,918$22.9 萬0.00%
Wetherby Asset Management Inc9,468$21.8 萬0.01%
Naples Global Advisors, LLC9,350$21.6 萬0.02%
Moors & Cabot, Inc.9,270$21.4 萬0.01%
Maven Securities LTD8,906$20.5 萬0.04%
Prospera Financial Services Inc4,710$10.9 萬0.00%
Van Eck Associates Corp4,225$9.70 萬0.00%
Herold Advisors, Inc.2,400$5.53 萬0.02%
Assetmark, Inc1,780$4.10 萬0.00%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,390$3.20 萬0.03%
Central Trust Co1,350$3.10 萬0.00%
Global Retirement Partners, LLC1,403$2.60 萬0.00%
Allworth Financial LP1,056$2.40 萬0.00%
Money Concepts Capital Corp676$1.60 萬0.00%
TD Ameritrade Investment Management, LLC550$1.30 萬0.00%
GW&K Investment Management, LLC230$5,0000.00%
American National Bank197$5,0000.00%
TCWP LLC179$4,0000.00%
Moisand Fitzgerald Tamayo, LLC139$3,0000.00%
Cordant, Inc.126$3,0000.00%
Disciplined Investments, LLC70$2,0000.00%
GoalVest Advisory LLC25$1,0000.00%
Beacon Capital Management, LLC31$1,0000.00%
Sutton Wealth Advisors Inc.7$1610.00%
SJS Investment Consulting Inc.14$00.00%
Dixon Hughes Goodman Wealth Advisors LLC1$00.00%
Itau Unibanco Holding S.A.44,500––

清倉機構(84 家)

2021 年第 4 季季末持有 Invesco Ltd.、2022 年第 1 季有申報但已經沒有持有的機構。

2022 年第 1 季清倉 IVZ 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Clark Capital Management Group, Inc.1,427,216$3,286 萬
Arrowstreet Capital, Limited Partnership1,127,261$2,595 萬
Schonfeld Strategic Advisors LLC978,566$2,253 萬
Todd Asset Management LLC961,219$2,213 萬
Prana Capital Management, LP461,338$1,062 萬
Cinctive Capital Management LP414,065$953.2 萬
Worldquant Millennium Advisors LLC346,862$798.5 萬
Renaissance Technologies LLC332,500$765.4 萬
Marshall Wace, LLP273,454$629.5 萬
Duality Advisers, LP205,482$473.0 萬
AMJ Financial Wealth Management204,881$471.6 萬
Twinbeech Capital LP192,000$442.0 萬
Quantbot Technologies LP159,794$367.8 萬
Natixis150,586$346.6 萬
Price Michael F110,300$253.9 萬
Engineers Gate Manager LP105,737$243.4 萬
Trexquant Investment LP100,811$232.1 萬
Qube Research & Technologies Ltd90,300$207.9 萬
Dynamic Technology Lab Private Ltd85,603$197.1 萬
Brasada Capital Management, LP78,969$196.6 萬
Paloma Partners Management Co69,104$159.1 萬
Point72 Hong Kong Ltd64,613$148.7 萬
Ergoteles LLC56,851$130.9 萬
True Link Financial Advisors, LLC21,418$125.2 萬
Harvest Investment Services, LLC51,258$117.9 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH44,454$103.6 萬
PEAK6 Investments LLC39,638$91.2 萬
Trilogy Capital Inc.38,962$89.7 萬
Gsa Capital Partners LLP38,849$89.4 萬
People's United Financial, Inc.35,285$81.2 萬
Magnetar Financial LLC34,887$80.3 萬
Simplex Trading, LLC34,649$79.7 萬
Capitolis Advisors LLC32,812$75.5 萬
Credit Capital Investments LLC28,273$65.1 萬
Walleye Capital LLC26,003$59.9 萬
Blueshift Asset Management, LLC25,236$58.1 萬
Pearl River Capital, LLC19,234$44.3 萬
Polar Asset Management Partners Inc.18,586$42.8 萬
Wolverine Trading, LLC16,895$39.2 萬
Oak Thistle LLC15,835$36.4 萬
Asahi Life Asset Management Co., Ltd.15,220$35.0 萬
Johnson Investment Counsel Inc14,666$33.8 萬
Lombard Odier Asset Management (Switzerland) SA14,274$32.9 萬
Private Advisor Group, LLC14,208$32.7 萬
Park Avenue Securities LLC13,671$31.5 萬
Quadrature Capital Ltd13,678$31.5 萬
Meiji Yasuda Asset Management Co Ltd.12,726$29.3 萬
Jump Financial, LLC12,627$29.1 萬
Echo Street Capital Management LLC12,303$28.3 萬
Jefferies Group LLC12,097$27.8 萬
Virtu Financial LLC12,080$27.8 萬
FDx Advisors, Inc.11,312$26.0 萬
HRT Financial LP10,529$24.2 萬
Advisors Asset Management, Inc.10,429$24.0 萬
Campbell & CO Investment Adviser LLC10,150$23.4 萬
Coldstream Capital Management Inc8,823$20.3 萬
Alterna Wealth Management, Inc8,769$20.2 萬
Alphasimplex Group, LLC8,738$20.1 萬
Paragon Capital Management Ltd8,064$18.6 萬
Geneos Wealth Management Inc.6,256$14.4 萬
Maverick Capital Ltd大師Maverick 資本5,617$12.9 萬
Sentry Investment Management LLC3,246$7.50 萬
Aquatic Capital Management LLC3,200$7.40 萬
Amplius Wealth Advisors, LLC2,767$6.30 萬
Ahrens Investment Partners LLC2,200$5.10 萬
Cornerstone Advisory, LLC1,854$4.20 萬
Masso Torrence Wealth Management Inc.1,653$3.80 萬
Old North State Trust, LLC1,040$2.40 萬
CoreCap Advisors, LLC1,051$2.40 萬
Spire Wealth Management724$1.70 萬
Atticus Wealth Management, LLC368$8,000
Glassman Wealth Services287$7,000
Cranbrook Wealth Management, LLC215$5,000
Country Trust Bank166$4,000
Plante Moran Financial Advisors, LLC183$4,000
Tradition Wealth Management, LLC183$4,000
Chilton Capital Management LLC109$3,000
Lenox Wealth Advisors, LLC93$2,000
Mystic Asset Management, Inc.103$2,000
Column Capital Advisors, LLC24$1,000
Capital Advisors, Ltd. LLC24$1,000
Wagner Wealth Management, LLC39$1,000
Dark Forest Capital Management LP12$0
Cassady Schiller Wealth Management, LLC18$0

尚未申報 2022 年第 1 季的機構(8 家)

2021 年第 4 季季末持有 Invesco Ltd.、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 IVZ、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Andra AP-fonden491,800$1,132 萬
MD Financial Management Inc.45,097$103.8 萬
Harbour Investments, Inc.22,343$51.4 萬
First Midwest Bank Trust Division16,215$37.3 萬
AlphaCentric Advisors LLC3,458$8.00 萬
NEXT Financial Group, Inc790$1.80 萬
Bell Investment Advisors, Inc218$5,000
Carroll Financial Associates, Inc.21$0