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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 3 季與 2024 年第 2 季比較

持有 Invesco Ltd. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

IVZ 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數4763493+20
股數3.03 億5,454 萬3.89 億+1.41 億 (+56.7%)
市值$45.3 億$8.16 億$68.3 億+$31.1 億 (+83.8%)

3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 季季末持有 Invesco Ltd.、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 IVZ 的機構
機構股數市值佔組合 %
Massachusetts Mutual Life Insurance Co81,332,339$14.3 億83.29%
BlackRock, Inc.54,672,046$9.60 億0.02%
Azora Capital LP1,554,036$2,729 萬1.47%
Wealthcare Capital Management LLC663,545$1,165 萬1.17%
Qube Research & Technologies Ltd489,397$859.4 萬0.02%
Vontobel Holding Ltd.278,396$488.9 萬0.02%
Holocene Advisors, LP196,350$344.8 萬0.01%
Cubist Systematic Strategies, LLC170,656$299.7 萬0.05%
Van Eck Associates Corp159,442$279.0 萬0.00%
Arrowstreet Capital, Limited Partnership93,071$163.4 萬0.00%
Brevan Howard Capital Management LP87,712$154.0 萬0.07%
Econ Financial Services Corp52,317$91.9 萬0.51%
Versor Investments LP50,200$88.2 萬0.14%
Gsa Capital Partners LLP48,566$85.3 萬0.06%
Pallas Capital Advisors LLC43,934$77.4 萬0.03%
Lecap Asset Management Ltd41,293$72.5 萬0.16%
Quantitative Investment Management, LLC39,537$69.4 萬0.07%
Edgestream Partners, L.P.37,348$65.6 萬0.03%
Twin Capital Management Inc26,351$46.3 萬0.05%
Entropy Technologies, LP22,800$40.0 萬0.04%
Colony Group, LLC20,943$36.8 萬0.00%
MBB Public Markets I LLC20,160$35.4 萬0.03%
Claro Advisors LLC16,136$28.3 萬0.04%
Jacobs Levy Equity Management, Inc16,129$28.3 萬0.00%
Apollon Wealth Management, LLC15,458$27.1 萬0.01%
AlphaStar Capital Management, LLC14,568$25.6 萬0.02%
iA Global Asset Management Inc.14,510$25.5 萬0.00%
Sterling Capital Management LLC13,930$24.5 萬0.00%
Dark Forest Capital Management LP12,456$21.9 萬0.03%
Shell Asset Management Co11,535$20.3 萬0.01%
Magnetar Financial LLC11,335$19.9 萬0.00%
EP Wealth Advisors, LLC10,578$18.6 萬0.00%
Avantax Advisory Services, Inc.10,423$18.3 萬0.00%
Danske Bank A/S8,500$14.9 萬0.00%
Capital Performance Advisors LLP7,473$13.1 萬0.04%
Skopos Labs, Inc.5,455$9.58 萬0.03%
True Wealth Design, LLC4,382$7.69 萬0.03%
Truvestments Capital LLC4,309$7.57 萬0.02%
Catalyst Funds Management Pty Ltd2,800$4.92 萬0.01%
GeoWealth Management, LLC2,555$4.49 萬0.00%
Bryn Mawr Trust Co1,985$3.49 萬0.00%
Kovitz Investment Group Partners, LLC15,211$3.34 萬0.00%
NBT Bank N A1,473$2.59 萬0.00%
Elequin Capital LP1,153$2.02 萬0.00%
Aster Capital Management (DIFC) Ltd848$1.49 萬0.00%
Northwest Investment Counselors, LLC757$1.33 萬0.00%
Global X Japan Co., Ltd.633$1.11 萬0.00%
Avion Wealth500$8,0000.00%
Ashton Thomas Securities, LLC415$7,2870.00%
Peterson Financial Group, Inc.321$5,6330.02%
Ossiam279$4,8990.00%
DT Investment Partners, LLC266$4,6710.00%
Hemington Wealth Management255$4,0000.00%
Eastern Bank161$2,8270.00%
FSA Wealth Management LLC112$1,9670.00%
TFC Financial Management77$1,3530.00%
Sachetta, LLC45$7910.00%
Claris Advisors, LLC27$4740.00%
Plante Moran Financial Advisors, LLC26$4570.00%
Heritage Wealth Advisors24$4210.00%
Clearstead Advisors, LLC10$1760.00%
Chesapeake Asset Management LLC10$1750.00%
Larson Financial Group LLC3$530.00%
West Branch Capital LLC3$530.00%
Rakuten Securities, Inc.3$530.00%
Mendota Financial Group, LLC2$360.00%
International Assets Investment Management, LLC18,869––

清倉機構（47 家）

2024 年第 2 季季末持有 Invesco Ltd.、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 IVZ 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Connor, Clark & Lunn Investment Management Ltd.1,492,565$2,233 萬
Healthcare of Ontario Pension Plan Trust Fund524,200$784.2 萬
Balyasny Asset Management LLC407,503$609.6 萬
Vestcor Inc93,612$140.0 萬
Group One Trading, L.P.64,317$96.2 萬
Axq Capital, LP63,405$94.9 萬
Oak Thistle LLC55,078$82.4 萬
IMC-Chicago, LLC48,738$72.9 萬
Boothbay Fund Management, LLC45,553$68.1 萬
Bridgewater Associates, LP39,616$59.3 萬
AXA S.A.38,900$58.2 萬
Freestone Capital Holdings, LLC36,618$54.8 萬
LMR Partners LLP34,112$51.0 萬
Everence Capital Management Inc34,830$49.4 萬
Sciencast Management LP32,376$48.4 萬
Dynamic Technology Lab Private Ltd30,648$45.9 萬
Unison Advisors LLC24,286$36.3 萬
Keebeck Alpha, LP22,856$34.2 萬
Prelude Capital Management, LLC22,493$33.6 萬
Sherbrooke Park Advisers LLC20,277$30.3 萬
Korea Investment CORP14,835$22.2 萬
Quarry LP13,902$20.8 萬
Aquatic Capital Management LLC11,200$16.8 萬
ISAM Funds (UK) Ltd10,496$15.7 萬
State of Wyoming8,025$12.0 萬
Gradient Investments LLC4,528$6.77 萬
Family Firm, Inc.1,877$2.81 萬
Walleye Trading LLC1,459$2.18 萬
EdgeRock Capital LLC1,455$2.18 萬
Valley National Advisers Inc1,080$1.60 萬
Avondale Wealth Management1,050$1.57 萬
FNY Investment Advisers, LLC1,000$1.40 萬
Twin Tree Management, LP923$1.38 萬
Lynx Investment Advisory430$6,433
Gleason Group, Inc.327$4,892
RFP Financial Group LLC249$3,725
Ashton Thomas Private Wealth, LLC241$3,605
Great Lakes Retirement, Inc.171$2,558
Providence Capital Advisors, LLC139$2,079
Fairway Wealth LLC115$1,720
Ancora Advisors, LLC107$1,601
Kelly Financial Services LLC24$359
Harbor Investment Advisory, LLC17$254
Bruce G. Allen Investments, LLC17$254
Delos Wealth Advisors, LLC11$165
Ruedi Wealth Management, Inc.7$105
Itau Unibanco Holding S.A.30,300–

尚未申報 2024 年第 3 季的機構（3 家）

2024 年第 2 季季末持有 Invesco Ltd.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 IVZ、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.54,209,554$8.11 億
Susquehanna Fundamental Investments, LLC328,392$491.3 萬
JJJ Advisors Inc.169$2,529