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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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Invesco Ltd. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

IVZ 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數5265519−2
股數4.03 億129.5 萬4.07 億+590.2 萬 (+1.5%)
市值$70.4 億$2,263 萬$61.7 億−$8.48 億 (−12.1%)

5 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（70 家）

2025 年第 1 季季末持有 Invesco Ltd.、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 IVZ 的機構
機構股數市值佔組合 %
Balyasny Asset Management LLC3,220,523$4,886 萬0.12%
Nuveen, LLC1,920,751$2,914 萬0.01%
ExodusPoint Capital Management, LP1,025,208$1,555 萬0.20%
Jefferies Financial Group Inc.951,449$1,443 萬0.25%
Basswood Capital Management, L.L.C.815,699$1,237 萬0.70%
Capital Fund Management S.A.331,196$502.4 萬0.06%
Cinctive Capital Management LP307,455$466.4 萬0.37%
Dark Forest Capital Management LP124,036$188.2 萬0.09%
Cozad Asset Management Inc84,011$127.4 萬0.13%
Adage Capital Partners GP, L.L.C.75,941$115.2 萬0.00%
Maltese Capital Management LLC70,000$106.2 萬0.17%
Tounjian Advisory Partners, LLC62,790$95.3 萬0.18%
Teacher Retirement System of Texas55,575$84.3 萬0.00%
Dynamic Technology Lab Private Ltd52,291$79.3 萬0.11%
Oak Thistle LLC48,655$73.8 萬0.15%
Invst, LLC48,054$72.9 萬0.10%
Contravisory Investment Management, Inc.46,795$71.0 萬0.15%
Nebula Research & Development LLC46,010$69.8 萬0.06%
Integrated Wealth Concepts LLC37,100$56.3 萬0.01%
Elo Mutual Pension Insurance Co37,006$56.1 萬0.01%
Meiji Yasuda Asset Management Co Ltd.35,070$53.2 萬0.02%
Abc Arbitrage SA33,845$51.3 萬0.10%
Axq Capital, LP33,801$51.3 萬0.21%
Scientech Research LLC31,817$48.3 萬0.13%
Bailard, Inc.31,200$47.3 萬0.01%
Polymer Capital Management (US) LLC29,680$45.0 萬0.14%
Rakuten Investment Management, Inc.28,586$43.4 萬0.00%
Wellington Management Group LLP27,566$41.8 萬0.00%
Virginia Retirement Systems Et Al26,700$40.5 萬0.00%
State of Wyoming22,137$33.6 萬0.04%
SummitTX Capital, L.P.21,600$32.8 萬0.01%
CenterStar Asset Management, LLC21,118$32.0 萬0.46%
MBB Public Markets I LLC20,251$30.7 萬0.04%
111 Capital19,699$29.9 萬0.06%
Arkadios Wealth Advisors19,456$29.5 萬0.01%
Independent Financial Group, LLC18,674$28.3 萬0.01%
iA Global Asset Management Inc.18,223$27.6 萬0.00%
Impact Partnership Wealth, LLC16,339$24.8 萬0.05%
Eisler Capital Management Ltd.15,426$23.4 萬0.01%
Machina Capital S.A.S.15,430$23.4 萬0.07%
Kaufman Rossin Wealth, LLC14,790$22.4 萬0.16%
Boothbay Fund Management, LLC14,488$22.0 萬0.01%
Cutter & CO Brokerage, Inc.13,443$20.4 萬0.05%
Keynote Financial Services LLC12,091$18.3 萬0.13%
Independent Advisor Alliance11,215$17.0 萬0.01%
Meeder Advisory Services, Inc.10,218$15.5 萬0.01%
Atlas Capital Advisors LLC7,938$12.0 萬0.02%
Bayforest Capital Ltd6,491$9.85 萬0.04%
Curat Global, LLC3,220$4.88 萬0.06%
Clearstead Advisors, LLC2,740$4.16 萬0.00%
Clear Street Markets LLC2,688$4.08 萬0.03%
Boston Private Wealth LLC2,131$3.23 萬0.00%
Walleye Capital LLC1,234$1.87 萬0.00%
Kestra Investment Management, LLC446$6,7660.00%
South State Corp.314$4,7640.00%
Ogorek Anthony Joseph267$4,0000.00%
Coston, McIsaac & Partners212$4,0000.00%
SIMA Wealth Partners, LLC125$1,8970.00%
Motco125$1,8960.00%
Highline Wealth Partners LLC82$1,2440.00%
Hantz Financial Services, Inc.40$1,0000.00%
Hughes Financial Services, LLC65$9870.00%
Zions Bancorporation, National Association64$9710.00%
Tidemark, LLC55$8340.00%
Greenline Partners, LLC45$6830.00%
Rise Advisors, LLC32$4850.00%
Garde Capital, Inc.20$3040.00%
HFM Investment Advisors, LLC17$2580.00%
GoalVest Advisory LLC9$1370.00%
Bay Harbor Wealth Management, LLC7$1060.00%

清倉機構（72 家）

2024 年第 4 季季末持有 Invesco Ltd.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 IVZ 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Point72 Asset Management, L.P.2,041,010$3,568 萬
Azora Capital LP1,170,658$2,046 萬
Pzena Investment Management LLC886,851$1,550 萬
Channing Capital Management, LLC622,217$1,088 萬
Jain Global LLC194,788$340.5 萬
Prana Capital Management, LP169,367$296.1 萬
Cubist Systematic Strategies, LLC152,344$266.3 萬
Redwood Investment Management, LLC135,486$236.8 萬
Jane Street Group, LLC133,468$233.3 萬
Jacobs Levy Equity Management, Inc125,711$219.7 萬
Walleye Trading LLC74,356$130.0 萬
Crestline Management, LP51,071$89.3 萬
Group One Trading, L.P.50,409$88.1 萬
Fox Run Management, L.L.C.46,448$81.2 萬
ISAM Funds (UK) Ltd43,439$75.9 萬
Holocene Advisors, LP40,461$70.7 萬
IMC-Chicago, LLC38,009$66.4 萬
Aigen Investment Management, LP37,009$64.7 萬
Harvest Fund Management Co., Ltd34,363$60.1 萬
Kentucky Retirement Systems Insurance Trust Fund15,698$57.1 萬
Sanctuary Advisors, LLC28,777$55.3 萬
Kentucky Retirement Systems30,924$54.1 萬
Wolverine Trading, LLC30,426$53.2 萬
Twinbeech Capital LP30,032$52.5 萬
Point72 Asia (Singapore) Pte. Ltd.28,891$50.5 萬
Toroso Investments, LLC24,966$43.6 萬
Petrus Trust Company, LTA24,213$42.3 萬
Point72 (DIFC) Ltd21,182$37.0 萬
Private Advisor Group, LLC21,036$36.8 萬
Frank, Rimerman Advisors LLC20,231$35.4 萬
GTS Securities LLC19,228$33.6 萬
Chicago Partners Investment Group LLC17,315$29.6 萬
Cornercap Investment Counsel Inc16,755$29.3 萬
Moore Capital Management, LP14,278$25.0 萬
Aviance Capital Partners, LLC12,802$22.4 萬
Oxford Financial Group Ltd12,773$22.3 萬
Capital Performance Advisors LLP12,476$21.8 萬
Claro Advisors LLC12,300$21.5 萬
Sym Financial Corp12,029$21.0 萬
Commerce Bank11,943$20.9 萬
Iron Financial, LLC11,578$20.2 萬
Perigon Wealth Management, LLC11,753$19.8 萬
Meridian Wealth Advisors, LLC10,798$18.9 萬
Poinciana Advisors Group, LLC10,001$17.5 萬
Capstone Investment Advisors, LLC9,876$17.3 萬
Point72 Hong Kong Ltd7,598$13.3 萬
GeoWealth Management, LLC2,585$4.52 萬
Aster Capital Management (DIFC) Ltd2,379$4.16 萬
Colonial Trust Co2,171$3.79 萬
Sentry Investment Management LLC1,751$3.10 萬
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,561$2.73 萬
Venturi Wealth Management, LLC1,279$2.24 萬
Castleview Partners, LLC1,123$1.98 萬
Penserra Capital Management LLC1,137$1.90 萬
Global X Japan Co., Ltd.796$1.39 萬
Elequin Capital LP570$9,964
Raleigh Capital Management Inc.372$6,499
Transce3nd, LLC300$5,244
Tucker Asset Management LLC234$5,211
Cullen/Frost Bankers, Inc.69$1,206
Sierra Ocean, LLC66$1,166
Caitlin John, LLC53$926
Coppell Advisory Solutions LLC43$752
BOK Financial Private Wealth, Inc.33$577
Heritage Wealth Advisors29$507
Plante Moran Financial Advisors, LLC26$454
Proequities, Inc.25$435
Sugar Maple Asset Management, LLC10$175
Chesapeake Asset Management LLC10$174
Activest Wealth Management3$52
REAP Financial Group, LLC1$9
Strategic Wealth Designers21,026–

尚未申報 2025 年第 1 季的機構（5 家）

2024 年第 4 季季末持有 Invesco Ltd.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 IVZ、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC1,294,262$2,262 萬
Hilltop National Bank288$5,034
Global Retirement Partners, LLC200$3,496
Zions Bancorporation, N.A.64$1,119
Sugarloaf Wealth Management, LLC50$874