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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。

2024 年第 2 季與 2024 年第 1 季比較

持有 Invesco Ltd. 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

IVZ 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數4955476−14
股數3.03 億44.0 萬3.03 億+40.1 萬 (+0.1%)
市值$50.2 億$729.7 萬$45.3 億−$4.83 億 (−9.6%)

5 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(53 家)

2024 年第 2 季季末持有 Invesco Ltd.、2024 年第 1 季季末沒有持有的機構。

2024 年第 2 季新進 IVZ 的機構
機構股數市值佔組合 %
Point72 Asset Management, L.P.3,505,066$5,244 萬0.17%
Balyasny Asset Management LLC407,503$609.6 萬0.02%
Allianz Asset Management GmbH355,915$532.4 萬0.01%
HRT Financial LP154,642$231.3 萬0.01%
Nomura Holdings Inc145,200$217.2 萬0.01%
Corebridge Financial, Inc.114,285$171.0 萬0.01%
Vestcor Inc93,612$140.0 萬0.05%
Janney Montgomery Scott LLC91,600$137.0 萬0.00%
IMC-Chicago, LLC48,738$72.9 萬0.02%
Parallax Volatility Advisers, L.P.48,110$72.0 萬0.02%
Mirae Asset Global ETFs Holdings Ltd.46,295$69.3 萬0.00%
Elevated Capital Advisors, LLC41,775$62.5 萬0.18%
Bridgewater Associates, LP39,616$59.3 萬0.00%
Seven Eight Capital, LP38,496$57.6 萬0.06%
Algert Global LLC36,800$55.1 萬0.02%
Mizuho Securities USA LLC34,685$51.9 萬0.01%
Sciencast Management LP32,376$48.4 萬0.17%
Scientech Research LLC31,569$47.2 萬0.10%
Dynamic Technology Lab Private Ltd30,648$45.9 萬0.05%
BDF-Gestion30,215$45.2 萬0.04%
Lazard Asset Management LLC26,640$39.7 萬0.00%
Sherbrooke Park Advisers LLC20,277$30.3 萬0.05%
Paragon Capital Management Ltd18,729$28.0 萬0.05%
Stratos Wealth Partners, LTD.17,737$26.5 萬0.00%
Two Sigma Securities, LLC15,708$23.5 萬0.01%
Vident Advisory, LLC15,596$23.3 萬0.01%
LGT Group Foundation14,635$21.9 萬0.00%
Wealth Enhancement Advisory Services, LLC11,950$17.9 萬0.00%
Sanctuary Advisors, LLC11,200$16.4 萬0.00%
Coldstream Capital Management Inc10,383$15.5 萬0.00%
State of Wyoming8,025$12.0 萬0.02%
HHM Wealth Advisors, LLC4,100$6.13 萬0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.4,092$4.52 萬0.01%
Sentry Investment Management LLC2,036$3.00 萬0.01%
Family Firm, Inc.1,877$2.81 萬0.01%
EdgeRock Capital LLC1,455$2.18 萬0.02%
Cromwell Holdings LLC1,001$1.50 萬0.01%
FNY Investment Advisers, LLC1,000$1.40 萬0.01%
Twin Tree Management, LP923$1.38 萬0.00%
SRS Capital Advisors, Inc.582$8,7070.00%
Lynx Investment Advisory430$6,4330.00%
Gleason Group, Inc.327$4,8920.00%
Ashton Thomas Private Wealth, LLC241$3,6050.00%
Great Lakes Retirement, Inc.171$2,5580.00%
ORG Partners LLC119$1,8050.00%
Fairway Wealth LLC115$1,7200.00%
Ancora Advisors, LLC107$1,6010.00%
Trifecta Capital Advisors, LLC97$1,4520.00%
Unique Wealth Strategies, LLC60$9950.00%
NVWM, LLC51$7630.00%
Coppell Advisory Solutions LLC43$6430.00%
Ruedi Wealth Management, Inc.7$1050.00%
Itau Unibanco Holding S.A.30,300––

清倉機構(67 家)

2024 年第 1 季季末持有 Invesco Ltd.、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 IVZ 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Massachusetts Financial Services Co1,321,758$2,193 萬
Qube Research & Technologies Ltd978,238$1,623 萬
Ossiam680,157$1,128 萬
M&G Plc496,351$843.8 萬
Point72 Europe (London) LLP485,700$805.8 萬
Cubist Systematic Strategies, LLC393,728$653.2 萬
APG Asset Management N.V.301,400$463.0 萬
Interval Partners, LP270,420$448.6 萬
Holocene Advisors, LP233,705$387.7 萬
Arrowstreet Capital, Limited Partnership211,156$350.3 萬
Catalyst Funds Management Pty Ltd153,000$253.8 萬
Los Angeles Capital Management LLC124,503$206.6 萬
American International Group, Inc.116,841$193.8 萬
Paralel Advisors LLC116,749$193.7 萬
Texas Permanent School Fund103,613$171.9 萬
Duality Advisers, LP95,689$158.7 萬
Nebula Research & Development LLC82,016$136.1 萬
HAP Trading, LLC48,401$80.3 萬
Lloyd Advisory Services, LLC.47,320$78.5 萬
Edgestream Partners, L.P.47,298$78.5 萬
Brevan Howard Capital Management LP45,161$74.9 萬
Teacher Retirement System of Texas42,670$70.8 萬
Paradigm Asset Management Co LLC39,000$64.7 萬
Acadian Asset Management LLC37,173$61.5 萬
Magnetar Financial LLC36,557$60.6 萬
ClearAlpha Technologies LP30,387$50.4 萬
WBI Investments30,153$50.0 萬
Kinneret Advisory, LLC29,771$49.4 萬
Atom Investors LP29,213$48.5 萬
Krane Funds Advisors LLC29,501$48.2 萬
Vontobel Holding Ltd.24,044$39.9 萬
Impact Partnership Wealth, LLC21,818$36.2 萬
Metropolitan Life Insurance Co18,129$30.1 萬
Bank Ozk17,039$28.3 萬
Aigen Investment Management, LP15,085$25.0 萬
CIBC World Markets Inc.13,820$22.9 萬
Maverick Capital Ltd大師Maverick 資本12,564$20.8 萬
Natixis Advisors, L.P.12,101$20.1 萬
Gsa Capital Partners LLP11,603$19.2 萬
Quantitative Investment Management, LLC11,189$18.5 萬
Cooper Financial Group11,069$18.4 萬
Perennial Investment Advisors, LLC10,993$18.2 萬
Fayez Sarofim & Co10,691$17.7 萬
Meritage Group LP10,601$17.6 萬
Patton Fund Management, Inc.10,345$17.2 萬
Truvestments Capital LLC10,234$17.0 萬
Lincoln National Corp10,199$16.9 萬
EntryPoint Capital, LLC3,862$6.41 萬
Abich Financial Wealth Management LLC3,631$6.02 萬
Altshuler Shaham Ltd1,871$3.10 萬
Orion Capital Management LLC1,700$2.82 萬
Denali Advisors LLC1,337$2.22 萬
CGC Financial Services, LLC1,155$1.92 萬
Old Point Trust & Financial Services N A1,000$1.66 萬
Northwest Investment Counselors, LLC757$1.26 萬
Vima LLC423$6,937
ICA Group Wealth Management, LLC210$3,476
Rakuten Securities, Inc.167$2,771
Private Ocean, LLC134$2,223
Chilton Capital Management LLC109$1,809
Concord Wealth Partners102$1,692
Point72 Hong Kong Ltd100$1,659
Bullock Wealth Management Group100$1,649
Jamison Private Wealth Management, Inc.80$1,328
Capital Advisors, Ltd. LLC36$1,000
City State Bank50$1,000
Tfo-TDC, LLC11$182

尚未申報 2024 年第 2 季的機構(5 家)

2024 年第 1 季季末持有 Invesco Ltd.、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 IVZ、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG411,873$683.3 萬
Handelsinvest Investeringsforvaltning16,580$27.5 萬
Cipher Capital LP10,813$17.9 萬
Pflug Koory, LLC450$7,466
FSA Wealth Management LLC112$1,858