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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 4 季與 2022 年第 3 季比較

持有 Invesco Ltd. 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

IVZ 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數5056510+11
股數3.23 億121.3 萬3.17 億−384.4 萬 (−1.2%)
市值$44.2 億$1,666 萬$57.1 億+$13.1 億 (+29.7%)

6 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(65 家)

2022 年第 4 季季末持有 Invesco Ltd.、2022 年第 3 季季末沒有持有的機構。

2022 年第 4 季新進 IVZ 的機構
機構股數市值佔組合 %
Gillson Capital LP2,009,996$3,616 萬2.74%
Agf Management Ltd936,255$1,684 萬0.12%
Brookfield Asset Management Inc.310,017$557.7 萬0.02%
La Banque Postale Asset Management SA297,796$535.7 萬0.15%
Natixis247,464$445.2 萬0.03%
B.O.S.S. Retirement Advisors, LLC100,455$180.7 萬0.46%
Ergoteles LLC94,854$170.6 萬0.06%
Desjardins Global Asset Management Inc.87,354$157.1 萬0.25%
Paralel Advisors LLC76,821$138.2 萬0.08%
Essex Investment Management Co LLC54,061$97.3 萬0.15%
Millennium Management LLC36,534$65.7 萬0.00%
Great Lakes Retirement, Inc.32,538$58.5 萬0.15%
Kinneret Advisory, LLC31,689$57.0 萬0.08%
Maryland State Retirement & Pension System28,738$51.7 萬0.02%
Jackson Square Capital, LLC27,152$48.8 萬0.23%
Y-Intercept (Hong Kong) Ltd26,844$48.3 萬0.07%
CI Private Wealth, LLC25,850$46.5 萬0.00%
Fox Run Management, L.L.C.18,929$34.1 萬0.14%
Acrisure Capital Management, LLC16,478$29.6 萬0.33%
Wedmont Private Capital15,439$29.6 萬0.04%
Balyasny Asset Management LLC16,130$29.0 萬0.00%
Cipher Capital LP16,130$29.0 萬0.05%
Everence Capital Management Inc15,670$28.2 萬0.02%
Meeder Advisory Services, Inc.15,052$27.1 萬0.03%
United Services Automobile Association12,496$22.5 萬0.01%
Coldstream Capital Management Inc11,953$21.5 萬0.01%
Laurel Wealth Advisors, Inc.11,360$20.4 萬0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main10,903$19.6 萬0.00%
Mather Group, LLC.10,121$18.2 萬0.00%
Patton Fund Management, Inc.10,006$18.0 萬0.05%
Hoertkorn Richard Charles10,000$18.0 萬0.10%
U.S. Capital Wealth Advisors, LLC7,346$13.2 萬0.01%
Twin Tree Management, LP5,951$10.7 萬0.00%
GWM Advisors LLC5,341$9.28 萬0.00%
Register Financial Advisors LLC3,336$6.98 萬0.04%
PFG Private Wealth Management, LLC3,845$6.90 萬0.04%
Advisory Services Network, LLC3,519$6.33 萬0.00%
Grove Bank & Trust3,482$6.30 萬0.01%
RFP Financial Group LLC2,314$4.16 萬0.02%
Farther Finance Advisors, LLC2,050$3.69 萬0.01%
Romano Brothers and Company2,000$3.60 萬0.01%
Castleview Partners, LLC1,123$2.02 萬0.02%
EWG Elevate Inc.848$1.53 萬0.01%
Riverview Trust Co852$1.50 萬0.01%
ICA Group Wealth Management, LLC760$1.37 萬0.00%
PrairieView Partners, LLC700$1.20 萬0.00%
Concord Wealth Partners643$1.16 萬0.00%
CoreCap Advisors, LLC540$9,7150.00%
Accurate Wealth Management, LLC469$9,1580.00%
Red Tortoise LLC492$8,8510.01%
Mark Sheptoff Financial Planning, LLC320$5,7570.00%
Boyd Watterson Asset Management LLC267$4,8030.00%
Tompkins Financial Corp200$4,0000.00%
Capital Advisors, Ltd. LLC160$3,0000.00%
Park Place Capital Corp107$2,0000.00%
Affiance Financial, LLC79$1,4210.00%
My Personal CFO, LLC63$1,1330.00%
Steward Financial Group LLC86$1,0000.00%
City State Bank50$1,0000.00%
New Millennium Group LLC50$9000.00%
Coppell Advisory Solutions LLC45$8100.00%
Coppell Advisory Solutions Corp.45$8100.00%
Retirement Financial Solutions, LLC30$5400.00%
North Star Investment Management Corp.28$5040.00%
Tfo-TDC, LLC1$510.00%

清倉機構(54 家)

2022 年第 3 季季末持有 Invesco Ltd.、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 IVZ 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Point72 Asset Management, L.P.447,100$612.5 萬
Susquehanna Fundamental Investments, LLC434,339$595.0 萬
Cubist Systematic Strategies, LLC330,807$453.2 萬
Canada Pension Plan Investment Board240,800$330.0 萬
Quantbot Technologies LP217,129$297.4 萬
Tudor Investment Corp Et Al207,418$284.2 萬
CX Institutional173,265$237.4 萬
Two Sigma Investments, LP134,656$184.5 萬
Prospector Partners LLC109,090$149.5 萬
Duality Advisers, LP99,948$136.9 萬
Jacobs Levy Equity Management, Inc97,645$133.8 萬
ING Groep NV71,297$97.7 萬
RBF Capital, LLC65,000$89.1 萬
Mackenzie Financial Corp56,317$77.2 萬
F3Logic, LLC48,119$65.6 萬
Man Group plc40,007$54.8 萬
Maverick Capital Ltd大師Maverick 資本35,092$48.1 萬
Horizon Investments, LLC30,004$40.6 萬
Bayesian Capital Management, LP24,600$33.7 萬
Magnetar Financial LLC23,657$32.4 萬
CSS LLC22,000$30.1 萬
Pendal Group Limited20,803$28.5 萬
Toroso Investments, LLC20,188$27.7 萬
LSV Asset Management16,200$22.2 萬
Echo Street Capital Management LLC16,230$22.2 萬
Neo Ivy Capital Management14,944$20.5 萬
LVZ Advisors, Inc.14,640$20.1 萬
Davenport & Co LLC14,313$19.6 萬
EPG Wealth Management LLC12,920$17.7 萬
Hennion & Walsh Asset Management, Inc.11,961$16.4 萬
Quantitative Investment Management, LLC11,790$16.1 萬
Greenleaf Trust11,697$16.0 萬
Virtu Financial LLC11,041$15.1 萬
MUFG Americas Holdings Corp6,596$9.00 萬
AlphaCentric Advisors LLC5,554$7.60 萬
Longfellow Investment Management Co LLC3,430$4.70 萬
Sentry Investment Management LLC2,238$3.10 萬
Sandy Spring Bank2,000$2.70 萬
Professional Financial Advisors, LLC1,331$1.80 萬
Dark Forest Capital Management LP1,008$1.40 萬
Evoke Wealth, LLC807$1.10 萬
O'Dell Group, LLC656$9,000
Ellis Investment Partners, LLC706$9,000
Jones Financial Companies LLLP527$7,000
Castle Wealth Management LLC508$7,000
EdgeRock Capital LLC274$4,000
Almanack Investment Partners, LLC.154$2,000
Selective Wealth Management, Inc.83$1,000
KB Financial Partners, LLC108$1,000
Sutton Wealth Advisors Inc.13$178
Cullen/Frost Bankers, Inc.27$0
Crewe Advisors LLC4$0
Wolff Wiese Magana LLC10$0
Oliver Lagore Vanvalin Investment Group17$0

尚未申報 2022 年第 4 季的機構(6 家)

2022 年第 3 季季末持有 Invesco Ltd.、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 IVZ、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Agf Investments Inc.964,867$1,322 萬
Eaton Vance Management207,402$284.2 萬
Corient Capital Partners, LLC14,857$24.0 萬
Wipfli Financial Advisors LLC,12,240$16.8 萬
Regentatlantic Capital LLC11,498$15.8 萬
American Portfolios Advisors2,340$3.21 萬