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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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Invesco Ltd. 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

IVZ 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數5108515+13
股數3.17 億62.1 萬3.14 億−324.7 萬 (−1.0%)
市值$57.1 億$1,124 萬$51.4 億−$5.61 億 (−9.8%)

8 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(66 家)

2023 年第 1 季季末持有 Invesco Ltd.、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 IVZ 的機構
機構股數市值佔組合 %
Fisher Asset Management, LLC3,085,457$5,060 萬0.03%
Alyeska Investment Group, L.P.1,757,800$2,883 萬0.25%
Marshall Wace, LLP926,869$1,520 萬0.04%
Cinctive Capital Management LP430,462$706.0 萬0.26%
Tudor Investment Corp Et Al365,381$599.2 萬0.11%
Hudson Bay Capital Management LP350,000$574.0 萬0.06%
Point72 Europe (London) LLP307,400$504.1 萬1.51%
Orion Portfolio Solutions, LLC172,317$282.6 萬0.04%
Mackenzie Financial Corp162,699$266.8 萬0.00%
Jefferies Financial Group Inc.156,689$257.0 萬0.05%
Penserra Capital Management LLC151,903$249.1 萬0.05%
Trilogy Capital Inc.134,095$219.9 萬0.16%
Quantbot Technologies LP110,912$181.9 萬0.13%
Cubist Systematic Strategies, LLC105,550$173.1 萬0.02%
Candriam Luxembourg S.C.A.88,355$133.4 萬0.01%
Maverick Capital Ltd大師Maverick 資本75,524$123.9 萬0.03%
Aigen Investment Management, LP74,172$121.6 萬0.17%
Canada Pension Plan Investment Board72,100$118.2 萬0.00%
Jump Financial, LLC52,896$86.7 萬0.04%
Aquatic Capital Management LLC49,600$81.3 萬0.05%
Maven Securities LTD48,350$79.3 萬0.12%
Kula Investments, LLC40,138$65.8 萬0.16%
Axq Capital, LP38,795$63.6 萬0.25%
HRT Financial LP38,830$63.6 萬0.01%
Ostrum Asset Management31,560$51.8 萬0.05%
Contravisory Investment Management, Inc.29,838$48.9 萬0.14%
Empire Financial Management Company, LLC28,500$46.7 萬0.19%
Duality Advisers, LP27,369$44.9 萬0.05%
Echo Street Capital Management LLC21,800$35.8 萬0.00%
Edgestream Partners, L.P.20,446$33.5 萬0.04%
We Are One Seven, LLC17,307$28.4 萬0.02%
Man Group plc–$27.4 萬0.00%
TCWP LLC16,438$27.0 萬0.05%
Asahi Life Asset Management Co., Ltd.15,160$24.9 萬0.08%
MQS Management LLC13,899$22.8 萬0.15%
EPG Wealth Management LLC13,711$22.5 萬0.07%
Perennial Investment Advisors, LLC12,258$20.1 萬0.04%
XTX Topco Ltd11,813$19.4 萬0.04%
Mutual Advisors, LLC11,776$19.3 萬0.01%
Iron Financial, LLC11,448$18.8 萬0.10%
Twinbeech Capital LP11,400$18.7 萬0.00%
Greenleaf Trust10,623$17.4 萬0.00%
Toroso Investments, LLC10,334$16.9 萬0.01%
Horizon Investments, LLC7,643$12.4 萬0.00%
Dark Forest Capital Management LP6,671$10.9 萬0.03%
State of Wyoming5,870$9.63 萬0.03%
Optiver Holding B.V.3,294$5.40 萬0.00%
Machina Capital S.A.S.2,622$4.30 萬0.04%
Sunbelt Securities, Inc.949$1.53 萬0.00%
Sittner & Nelson, LLC811$1.33 萬0.01%
Clearview Wealth Advisors LLC697$1.14 萬0.01%
Nalls Sherbakoff Group, LLC673$1.08 萬0.01%
Ameritas Advisory Services, LLC407$6,8010.00%
ING Groep NV283$4,6410.00%
Versant Capital Management, Inc262$4,2970.00%
HM Payson & Co201$3,2970.00%
Cape Investment Advisory, Inc.147$2,4110.00%
Private Ocean, LLC134$2,1980.00%
Prestige Wealth Management Group LLC118$1,9360.00%
Chilton Capital Management LLC109$1,7880.00%
Baker Avenue Asset Management, LP73$1,1970.00%
25 LLC32$5220.00%
TFC Financial Management14$2300.00%
Centerpoint Advisors, LLC20$00.00%
SkyView Investment Advisors, LLC24$00.00%
Cerity Partners LLC7,069––

清倉機構(53 家)

2022 年第 4 季季末持有 Invesco Ltd.、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 IVZ 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Gillson Capital LP2,009,996$3,616 萬
Natixis247,464$445.2 萬
Gamco Investors, Inc. Et Al90,000$161.9 萬
Parallax Volatility Advisers, L.P.67,473$121.4 萬
Essex Investment Management Co LLC54,061$97.3 萬
Group One Trading, L.P.52,712$94.8 萬
Portland Investment Counsel Inc.35,983$64.7 萬
Occudo Quantitative Strategies LP35,496$63.9 萬
Voloridge Investment Management, LLC32,919$59.2 萬
Caisse de Depot Et Placement du Quebec28,337$51.0 萬
Jackson Square Capital, LLC27,152$48.8 萬
Y-Intercept (Hong Kong) Ltd26,844$48.3 萬
Proffitt & Goodson Inc26,799$48.2 萬
Caas Capital Management LP20,331$36.6 萬
Arvest Trust Co N A19,362$34.8 萬
Wedmont Private Capital15,439$29.6 萬
Balyasny Asset Management LLC16,130$29.0 萬
Cipher Capital LP16,130$29.0 萬
Running Point Capital Advisors, LLC13,000$23.4 萬
Arrowstreet Capital, Limited Partnership12,638$22.7 萬
United Services Automobile Association12,496$22.5 萬
Moors & Cabot, Inc.11,034$19.9 萬
Two Sigma Securities, LLC10,967$19.7 萬
Ford Financial Group, LLC10,404$18.7 萬
Mather Group, LLC.10,121$18.2 萬
Patton Fund Management, Inc.10,006$18.0 萬
U.S. Capital Wealth Advisors, LLC7,346$13.2 萬
Rockefeller Capital Management L.P.5,990$10.7 萬
Register Financial Advisors LLC3,336$6.98 萬
DuPont Capital Management Corp3,054$5.49 萬
RFP Financial Group LLC2,314$4.16 萬
Romano Brothers and Company2,000$3.60 萬
Loomis Sayles & Co L P1,941$3.50 萬
Money Concepts Capital Corp1,688$3.04 萬
EWG Elevate Inc.848$1.53 萬
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.690$1.20 萬
PrairieView Partners, LLC700$1.20 萬
Accurate Wealth Management, LLC469$9,158
SRS Capital Advisors, Inc.344$6,189
First Community Trust NA306$6,000
Mark Sheptoff Financial Planning, LLC320$5,757
Heritage Wealth Advisors245$4,408
American National Bank206$4,000
Affiance Financial, LLC79$1,421
My Personal CFO, LLC63$1,133
Sierra Capital LLC47$1,000
New Millennium Group LLC50$900
Coppell Advisory Solutions LLC45$810
Coppell Advisory Solutions Corp.45$810
Retirement Financial Solutions, LLC30$540
Lee Financial Co14$252
CVA Family Office, LLC5$90
Mount Lucas Management LP3$54

尚未申報 2023 年第 1 季的機構(8 家)

2022 年第 4 季季末持有 Invesco Ltd.、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 IVZ、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
ARGI Investment Services, LLC368,857$663.6 萬
Alaska Permanent Fund Corp135,300$243.4 萬
Comerica Bank60,169$115.2 萬
Seeyond31,487$56.6 萬
Keystone Financial Group13,019$23.4 萬
Laurel Wealth Advisors, Inc.11,360$20.4 萬
CoreCap Advisors, LLC540$9,715
Cribstone Capital Management, LLC162$2,914