跳到主要內容
Livermore
Livermore
中文EN

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Invesco Ltd. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

IVZ 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數4935495+7
股數2.99 億3.19 萬3.03 億+366.3 萬 (+1.2%)
市值$53.4 億$56.9 萬$50.2 億−$3.16 億 (−5.9%)

5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（67 家）

2024 年第 1 季季末持有 Invesco Ltd.、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 IVZ 的機構
機構股數市值佔組合 %
Qube Research & Technologies Ltd978,238$1,623 萬0.03%
M&G Plc496,351$843.8 萬0.05%
APG Asset Management N.V.301,400$463.0 萬0.01%
ExodusPoint Capital Management, LP276,071$458.0 萬0.06%
Swiss Life Asset Management Ltd217,430$360.7 萬0.05%
Campbell & CO Investment Adviser LLC190,926$316.7 萬0.27%
Caption Management, LLC168,997$280.4 萬0.31%
Point72 (DIFC) Ltd158,825$263.5 萬0.20%
PEAK6 Investments LLC157,684$261.6 萬0.13%
Catalyst Funds Management Pty Ltd153,000$253.8 萬0.71%
Los Angeles Capital Management LLC124,503$206.6 萬0.01%
Toroso Investments, LLC121,777$202.0 萬0.03%
Susquehanna Fundamental Investments, LLC117,471$194.9 萬0.09%
STRS Ohio91,292$151.5 萬0.01%
Qsemble Capital Management, LP84,256$139.8 萬0.31%
Venture Visionary Partners LLC83,109$137.9 萬0.07%
Nebula Research & Development LLC82,016$136.1 萬0.29%
Numerai GP LLC67,111$111.3 萬0.48%
Greenwood Capital Associates LLC63,944$106.1 萬0.14%
Centiva Capital, LP63,239$104.9 萬0.06%
Walleye Capital LLC49,116$81.5 萬0.01%
Lloyd Advisory Services, LLC.47,320$78.5 萬0.17%
Vinva Investment Management Ltd30,330$77.1 萬0.04%
XTX Topco Ltd41,788$69.3 萬0.09%
Freestone Capital Holdings, LLC36,692$60.9 萬0.02%
Magnetar Financial LLC36,557$60.6 萬0.01%
ISAM Funds (UK) Ltd35,341$58.6 萬0.34%
Atom Investors LP29,213$48.5 萬0.06%
Krane Funds Advisors LLC29,501$48.2 萬0.02%
CSS LLC22,390$37.1 萬0.03%
Keebeck Alpha, LP19,020$31.6 萬0.21%
Prelude Capital Management, LLC18,737$31.1 萬0.02%
International Private Wealth Advisors LLC16,691$27.7 萬0.53%
Walleye Trading LLC16,282$27.0 萬0.00%
Aigen Investment Management, LP15,085$25.0 萬0.05%
CIBC World Markets Inc.13,820$22.9 萬0.00%
Maverick Capital Ltd大師Maverick 資本12,564$20.8 萬0.00%
Headlands Technologies LLC11,680$19.4 萬0.05%
Gsa Capital Partners LLP11,603$19.2 萬0.02%
Quantitative Investment Management, LLC11,189$18.5 萬0.01%
Burney Co11,026$18.3 萬0.01%
NEOS Investment Management LLC10,945$18.2 萬0.01%
Cipher Capital LP10,813$17.9 萬0.08%
Patton Fund Management, Inc.10,345$17.2 萬0.03%
Lincoln National Corp10,199$16.9 萬0.00%
Sumitomo Mitsui Trust Holdings, Inc.10,167$16.9 萬0.00%
EntryPoint Capital, LLC3,862$6.41 萬0.06%
Hilltop National Bank1,238$2.05 萬0.01%
Resona Asset Management Co.,Ltd.1,233$2.05 萬0.00%
McIlrath & Eck, LLC1,032$1.71 萬0.00%
Old Point Trust & Financial Services N A1,000$1.66 萬0.01%
Northwest Investment Counselors, LLC757$1.26 萬0.00%
Assetmark, Inc691$1.15 萬0.00%
Continuum Advisory, LLC615$9,3540.00%
CoreCap Advisors, LLC516$8,5600.00%
Exchange Traded Concepts, LLC252$4,1810.00%
Providence Capital Advisors, LLC139$2,3060.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC104$1,7250.00%
Point72 Hong Kong Ltd100$1,6590.00%
Bullock Wealth Management Group100$1,6490.00%
Cornerstone Planning Group LLC100$1,4840.00%
Jamison Private Wealth Management, Inc.80$1,3280.00%
Whittier Trust Co of Nevada Inc80$1,3270.00%
Harbor Investment Advisory, LLC74$1,2280.00%
Capital Advisors, Ltd. LLC36$1,0000.00%
Bruce G. Allen Investments, LLC17$2820.00%
WestEnd Advisors, LLC2$330.00%

清倉機構（60 家）

2023 年第 4 季季末持有 Invesco Ltd.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 IVZ 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Point72 Asset Management, L.P.3,756,500$6,702 萬
Balyasny Asset Management LLC3,463,819$6,179 萬
Twinbeech Capital LP666,107$1,188 萬
Churchill Management Corp519,024$925.9 萬
Weiss Multi-Strategy Advisers LLC480,814$857.8 萬
Achmea Investment Management B.V.269,501$480.7 萬
Illinois Municipal Retirement Fund204,606$365.0 萬
Point72 Middle East FZE181,184$323.2 萬
Trilogy Capital Inc.177,538$316.7 萬
Scotia Capital Inc.139,245$248.4 萬
Quinn Opportunity Partners LLC79,731$142.2 萬
Worldquant Millennium Advisors LLC77,763$138.7 萬
La Banque Postale Asset Management SA73,388$130.9 萬
Bayesian Capital Management, LP73,200$130.6 萬
Omers Administration Corp64,500$115.1 萬
Empowered Funds, LLC62,048$110.7 萬
Lecap Asset Management Ltd50,591$90.3 萬
1832 Asset Management L.P.44,624$79.6 萬
HRT Financial LP41,482$74.0 萬
Cetera Advisor Networks LLC40,093$71.5 萬
Sciencast Management LP36,333$64.8 萬
Twin Tree Management, LP26,648$47.5 萬
Diversified Trust Co24,282$43.3 萬
William Blair Investment Management, LLC24,217$43.2 萬
Ontario Teachers Pension Plan Board23,214$41.4 萬
Hourglass Capital, LLC22,910$40.9 萬
Gratus Wealth Advisors, LLC21,018$37.5 萬
Purus Wealth Management, LLC17,306$30.9 萬
Ethos Financial Group, LLC16,179$28.9 萬
Cetera Advisors LLC13,369$23.8 萬
Modera Wealth Management, LLC12,394$22.1 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund12,026$21.5 萬
FJ Investments, LLC11,750$21.0 萬
Visionary Wealth Advisors11,496$20.5 萬
VitalStone Financial, LLC11,247$20.1 萬
Dynamic Technology Lab Private Ltd10,825$19.3 萬
Verdence Capital Advisors LLC10,761$19.2 萬
Meeder Asset Management Inc10,655$19.0 萬
Van Eck Associates Corp8,967$16.0 萬
Kapitalo Investimentos Ltda5,515$9.84 萬
Cutler Group LP5,512$9.80 萬
Advisory Services Network, LLC3,854$6.88 萬
Penserra Capital Management LLC2,044$3.60 萬
EdgeRock Capital LLC1,042$1.65 萬
O'Dell Group, LLC696$1.24 萬
Lazard Asset Management LLC668$1.10 萬
Mycio Wealth Partners, LLC605$1.08 萬
Mine & Arao Wealth Creation & Management, LLC.600$1.07 萬
Benjamin Edwards Inc256$5,000
Glassman Wealth Services256$4,567
Hazlett, Burt & Watson, Inc.200$4,000
Lee Financial Co185$3,301
Loomis Sayles & Co L P191$3,000
Rogco, LP150$2,676
Crewe Advisors LLC85$1,517
Addison Advisors LLC77$1,374
Oakworth Capital, Inc.48$856
Livelsberger Financial Advisory43$766
Delta Asset Management LLC24$428
Abound Wealth Management0$7

尚未申報 2024 年第 1 季的機構（5 家）

2023 年第 4 季季末持有 Invesco Ltd.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 IVZ、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
NinePointTwo Capital16,003$28.5 萬
Putnam Investments LLC15,019$26.8 萬
Nalls Sherbakoff Group, LLC690$1.23 萬
Coppell Advisory Solutions LLC142$2,533
Baystate Wealth Management LLC47$845