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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 4 季與 2024 年第 3 季比較

持有 Invesco Ltd. 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

IVZ 的 13F 持有人：2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數4937526+40
股數3.89 億64.1 萬4.03 億+1,446 萬 (+3.7%)
市值$68.3 億$1,126 萬$70.4 億+$2.23 億 (+3.3%)

7 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（86 家）

2024 年第 4 季季末持有 Invesco Ltd.、2024 年第 3 季季末沒有持有的機構。

2024 年第 4 季新進 IVZ 的機構
機構股數市值佔組合 %
La Banque Postale Asset Management SA413,118$722.1 萬0.10%
Susquehanna Fundamental Investments, LLC328,646$574.5 萬0.10%
Mubadala Investment Co PJSC220,445$385.3 萬0.02%
Jain Global LLC194,788$340.5 萬0.10%
Universal- Beteiligungs- und Servicegesellschaft mbH188,594$329.7 萬0.01%
Prana Capital Management, LP169,367$296.1 萬0.14%
Police & Firemen's Retirement System of New Jersey132,206$231.1 萬0.02%
Healthcare of Ontario Pension Plan Trust Fund125,300$219.0 萬0.00%
Raymond James Financial Inc113,188$197.9 萬0.00%
Aquatic Capital Management LLC105,019$183.6 萬0.05%
AXA S.A.91,219$159.5 萬0.00%
Bridgewater Associates, LP88,703$155.1 萬0.01%
Kiker Wealth Management, LLC80,637$141.0 萬1.14%
Walleye Trading LLC74,356$130.0 萬0.03%
KLP Kapitalforvaltning AS69,400$121.3 萬0.01%
Carrera Capital Advisors68,712$120.1 萬0.28%
PEAK6 LLC52,461$91.7 萬0.04%
Crestline Management, LP51,071$89.3 萬0.03%
Group One Trading, L.P.50,409$88.1 萬0.03%
Hancock Whitney Corp48,425$84.6 萬0.03%
ISAM Funds (UK) Ltd43,439$75.9 萬0.57%
Los Angeles Capital Management LLC38,439$67.2 萬0.00%
IMC-Chicago, LLC38,009$66.4 萬0.02%
Merit Financial Group, LLC37,281$65.2 萬0.01%
Aigen Investment Management, LP37,009$64.7 萬0.11%
Harvest Fund Management Co., Ltd34,363$60.1 萬0.03%
Sciencast Management LP33,873$59.2 萬0.16%
Vestcor Inc32,000$55.9 萬0.02%
Twinbeech Capital LP30,032$52.5 萬0.01%
Woodline Partners LP26,991$47.2 萬0.00%
Connor, Clark & Lunn Investment Management Ltd.24,267$42.4 萬0.00%
Petrus Trust Company, LTA24,213$42.3 萬0.04%
Skandinaviska Enskilda Banken AB (publ)21,800$38.1 萬0.00%
ING Groep NV20,313$35.5 萬0.00%
Frank, Rimerman Advisors LLC20,231$35.4 萬0.03%
Bridgefront Capital, LLC18,283$32.0 萬0.11%
Chicago Partners Investment Group LLC17,315$29.6 萬0.01%
Forum Financial Management, LP16,481$28.8 萬0.00%
Moore Capital Management, LP14,278$25.0 萬0.00%
Holcombe Financial, Inc.14,080$24.6 萬0.20%
Buckingham Strategic Partners13,677$23.9 萬0.00%
Keebeck Alpha, LP13,560$23.7 萬0.25%
TownSquare Capital, LLC13,375$23.4 萬0.00%
Everence Capital Management Inc13,310$23.3 萬0.02%
Generali Asset Management SPA SGR12,672$22.2 萬0.01%
LifeWealth Investments, LLC12,318$21.5 萬0.14%
Natixis Advisors, L.P.12,234$21.4 萬0.00%
Sym Financial Corp12,029$21.0 萬0.03%
Prelude Capital Management, LLC11,020$19.3 萬0.02%
CX Institutional10,802$18.9 萬0.01%
Panagora Asset Management Inc10,110$17.7 萬0.00%
Poinciana Advisors Group, LLC10,001$17.5 萬0.18%
R Squared Ltd9,320$16.3 萬0.16%
Point72 Hong Kong Ltd7,598$13.3 萬0.01%
SBI Securities Co., Ltd.7,011$12.3 萬0.00%
MUFG Securities Americas Inc.6,634$11.6 萬0.01%
Evelyn Partners Investment Management LLP3,612$6.31 萬0.00%
Caitong International Asset Management Co., Ltd2,741$4.79 萬0.05%
Crews Bank & Trust2,525$4.41 萬0.01%
Colonial Trust Co2,171$3.79 萬0.01%
Penserra Capital Management LLC1,137$1.90 萬0.00%
Quest 10 Wealth Builders, Inc.705$1.23 萬0.01%
Quarry LP669$1.17 萬0.00%
Dogwood Wealth Management LLC472$8,2440.00%
Transce3nd, LLC300$5,2440.00%
Tucker Asset Management LLC234$5,2110.00%
Whipplewood Advisors, LLC239$4,1780.00%
Wood Tarver Financial Group, LLC211$3,0000.00%
BankPlus Trust Department107$1,8700.00%
1620 Investment Advisors, Inc.80$1,3980.00%
Cullen/Frost Bankers, Inc.69$1,2060.00%
Sierra Ocean, LLC66$1,1660.00%
WPG Advisers, LLC60$1,0490.00%
BOK Financial Private Wealth, Inc.33$5770.00%
Global Financial Private Client, LLC27$4720.00%
Principia Wealth Advisory, LLC27$4720.00%
NewSquare Capital LLC23$4020.00%
Grove Bank & Trust20$3500.00%
WealthTrak Capital Management LLC20$3500.00%
Parkworth Wealth Management, Inc.19$3320.00%
Capital A Wealth Management, LLC19$3320.00%
Crewe Advisors LLC16$2800.00%
Sugar Maple Asset Management, LLC10$1750.00%
Activest Wealth Management3$520.00%
REAP Financial Group, LLC1$90.00%
Strategic Wealth Designers21,026––

清倉機構（46 家）

2024 年第 3 季季末持有 Invesco Ltd.、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 IVZ 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Swedbank AB2,000,000$3,512 萬
ExodusPoint Capital Management, LP497,145$873.0 萬
Adage Capital Partners GP, L.L.C.364,169$639.5 萬
Susquehanna Portfolio Strategies, LLC349,581$613.9 萬
Alexander Randolph Advisory, Inc.134,115$235.5 萬
Brevan Howard Capital Management LP87,712$154.0 萬
Cinctive Capital Management LP84,430$148.3 萬
Seven Eight Capital, LP82,511$144.9 萬
Cresset Asset Management, LLC73,610$129.3 萬
B.O.S.S. Retirement Advisors, LLC72,037$126.5 萬
Gsa Capital Partners LLP48,566$85.3 萬
Quantitative Investment Management, LLC39,537$69.4 萬
Scientech Research LLC38,178$67.0 萬
Edgestream Partners, L.P.37,348$65.6 萬
Two Sigma Securities, LLC33,638$59.1 萬
Wright Investors Service Inc25,739$45.2 萬
Morningstar Investment Services LLC24,072$42.5 萬
Veriti Management LLC23,340$41.0 萬
Unique Wealth Strategies, LLC22,070$38.8 萬
MBB Public Markets I LLC20,160$35.4 萬
Quadrature Capital Ltd19,494$34.2 萬
Capital Fund Management S.A.15,813$27.8 萬
iA Global Asset Management Inc.14,510$25.5 萬
Dark Forest Capital Management LP12,456$21.9 萬
Investors Asset Management of Georgia Inc10,337$18.2 萬
DGS Capital Management, LLC10,038$17.6 萬
Walleye Capital LLC5,225$9.18 萬
Catalyst Funds Management Pty Ltd2,800$4.92 萬
Caption Management, LLC2,579$4.53 萬
Asset Dedication, LLC1,700$2.99 萬
NBT Bank N A1,473$2.59 萬
Sunbelt Securities, Inc.1,041$1.83 萬
McIlrath & Eck, LLC1,032$1.81 萬
Clear Investment Research, LLC1,000$1.76 萬
Ashton Thomas Securities, LLC415$7,287
Ossiam279$4,899
Eukles Asset Management200$3,512
Tidemark, LLC55$966
Sachetta, LLC45$791
Raffa Wealth Management, LLC34$597
Claris Advisors, LLC27$474
Clearstead Advisors, LLC10$176
West Branch Capital LLC3$53
Mendota Financial Group, LLC2$36
BDF-Gestion30,215–
International Assets Investment Management, LLC18,869–

尚未申報 2024 年第 4 季的機構（7 家）

2024 年第 3 季季末持有 Invesco Ltd.、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 3 季持有 IVZ、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Insight Folios Inc422,711$742.3 萬
PEAK6 Investments LLC108,550$190.6 萬
Raymond James & Associates86,163$151.3 萬
Raymond James Financial Services Advisors, Inc.22,367$39.3 萬
Northwest Investment Counselors, LLC757$1.33 萬
FinTrust Capital Advisors, LLC555$9,746
Peterson Financial Group, Inc.321$5,633