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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 2 季與 2025 年第 1 季比較

持有 Invesco Ltd. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

IVZ 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數5195521+7
股數4.07 億9.17 萬4.12 億+444.9 萬 (+1.1%)
市值$61.7 億$139.1 萬$65.0 億+$3.28 億 (+5.3%)

5 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（78 家）

2025 年第 2 季季末持有 Invesco Ltd.、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 IVZ 的機構
機構股數市值佔組合 %
Point72 Asset Management, L.P.1,012,446$1,597 萬0.04%
Governors Lane LP925,217$1,459 萬2.00%
Cubist Systematic Strategies, LLC460,101$725.6 萬0.08%
Jain Global LLC348,340$549.3 萬0.09%
Lighthouse Investment Partners, LLC235,850$371.9 萬0.16%
Twin Tree Management, LP227,833$359.3 萬0.09%
Prana Capital Management, LP189,992$299.6 萬0.11%
Graham Capital Management, L.P.169,871$267.9 萬0.08%
WBI Investments109,292$172.4 萬0.45%
ISAM Funds (UK) Ltd106,352$167.7 萬0.37%
Gator Capital Management, LLC75,000$118.3 萬0.37%
Quinn Opportunity Partners LLC70,100$110.5 萬0.09%
Point72 Asia (Singapore) Pte. Ltd.49,950$78.8 萬0.14%
Mount Lucas Management LP47,704$75.2 萬0.36%
Essential Partners LLC44,577$70.3 萬0.28%
Brighton Jones LLC33,843$53.4 萬0.01%
Quilter Plc32,245$50.9 萬0.01%
Mizuho Securities USA LLC30,938$48.8 萬0.01%
Arvest Bank Trust Division30,885$48.7 萬0.03%
Kingsview Wealth Management, LLC27,984$44.1 萬0.01%
Walleye Trading LLC25,426$40.1 萬0.01%
Kera Capital Partners, Inc.22,376$35.3 萬0.07%
Arvest Investments, Inc.22,182$35.0 萬0.05%
Atom Investors LP22,069$34.8 萬0.03%
Glenmede Investment Management, LP21,078$33.2 萬0.00%
Aigen Investment Management, LP19,936$31.4 萬0.04%
Kendall Capital Management19,575$30.9 萬0.08%
Adams Wealth Management18,587$29.3 萬0.06%
CacheTech Inc.18,587$29.3 萬0.05%
Park Avenue Securities LLC16,692$26.3 萬0.00%
Sanctuary Advisors, LLC16,615$26.2 萬0.00%
Prospera Financial Services Inc16,010$25.3 萬0.00%
DGS Capital Management, LLC15,419$24.3 萬0.05%
Syon Capital LLC15,069$23.8 萬0.02%
Evoke Wealth, LLC14,808$23.4 萬0.01%
HB Wealth Management, LLC13,670$21.6 萬0.00%
Vise Technologies, Inc.13,284$20.9 萬0.01%
Susquehanna Portfolio Strategies, LLC13,200$20.8 萬0.00%
Gotham Asset Management, LLC12,538$19.8 萬0.00%
Envestnet Portfolio Solutions, Inc.12,482$19.7 萬0.00%
DRW Securities, LLC12,321$19.4 萬0.01%
Private Advisor Group, LLC11,405$18.0 萬0.00%
Cornerstone Wealth Management, LLC11,200$17.7 萬0.01%
Waddell & Associates, LLC10,893$17.2 萬0.02%
Twinbeech Capital LP10,868$17.1 萬0.00%
Metis Global Partners, LLC10,597$16.7 萬0.00%
Corton Capital Inc.10,190$16.1 萬0.19%
Sequoia Financial Advisors, LLC10,043$15.8 萬0.00%
Point72 Hong Kong Ltd8,611$13.6 萬0.01%
Neo Ivy Capital Management5,963$9.40 萬0.03%
Proffitt & Goodson Inc4,606$7.26 萬0.01%
Caption Management, LLC1,929$3.04 萬0.00%
MUFG Securities EMEA plc1,320$2.08 萬0.00%
Altshuler Shaham Ltd1,224$1.93 萬0.00%
Independence Bank of Kentucky1,210$1.91 萬0.00%
Onefund, LLC1,188$1.90 萬0.01%
Mount Yale Investment Advisors, LLC788$1.24 萬0.00%
Atlantic Trust, LLC732$1.15 萬0.00%
Addison Advisors LLC565$8,9110.00%
Twin Peaks Wealth Advisors, LLC336$7,0690.00%
Activest Wealth Management321$5,0620.00%
Ameritas Advisory Services, LLC315$4,9680.00%
Princeton Global Asset Management LLC258$4,0690.00%
Colonial Trust Co190$2,9960.00%
Hilltop National Bank162$2,5550.00%
GeoWealth Management, LLC129$2,0340.00%
Global Retirement Partners, LLC126$1,9870.00%
Rialto Wealth Management, LLC105$1,6560.00%
Howard Hughes Medical Institute96$1,5140.00%
American Capital Advisory, LLC41$6470.00%
Kilter Group LLC40$6310.00%
Kayne Anderson Rudnick Investment Management LLC36$5680.00%
Bartlett & Co. Wealth Management LLC34$5360.00%
Rossby Financial, LCC26$4100.00%
Strengthening Families & Communities, LLC22$3520.00%
Quaker Wealth Management, LLC22$3470.00%
Stephens Consulting, LLC1$160.00%
Capital Advisors, Ltd. LLC21$00.00%

清倉機構（71 家）

2025 年第 1 季季末持有 Invesco Ltd.、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 IVZ 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
La Banque Postale Asset Management SA395,855$600.5 萬
PEAK6 LLC248,151$376.4 萬
HRT Financial LP172,038$260.9 萬
Alaska Permanent Fund Corp171,220$238.5 萬
Econ Financial Services Corp151,166$229.3 萬
Corebridge Financial, Inc.102,380$155.3 萬
Kiker Wealth Management, LLC78,693$119.4 萬
Impax Asset Management Group plc77,334$117.3 萬
Bridgewater Associates, LP70,921$107.6 萬
Lecap Asset Management Ltd62,520$94.8 萬
Entropy Technologies, LP56,084$85.1 萬
Dynamic Technology Lab Private Ltd52,291$79.3 萬
Sciencast Management LP49,217$74.7 萬
Los Angeles Capital Management LLC44,525$67.5 萬
Bailard, Inc.31,200$47.3 萬
Polymer Capital Management (US) LLC29,680$45.0 萬
Schonfeld Strategic Advisors LLC29,263$44.4 萬
Mather Group, LLC.28,529$43.3 萬
Strategic Advisors LLC27,500$41.7 萬
AlphaStar Capital Management, LLC27,124$41.1 萬
Virginia Retirement Systems Et Al26,700$40.5 萬
Centennial Wealth Advisory LLC25,420$38.6 萬
Tennessee Valley Asset Management Partners22,236$33.7 萬
SummitTX Capital, L.P.21,600$32.8 萬
Burney Co21,591$32.8 萬
CenterStar Asset Management, LLC21,118$32.0 萬
LifeWealth Investments, LLC20,725$31.4 萬
111 Capital19,699$29.9 萬
Parallax Volatility Advisers, L.P.19,470$29.5 萬
Arkadios Wealth Advisors19,456$29.5 萬
EPG Wealth Management LLC18,127$27.5 萬
TownSquare Capital, LLC17,882$27.1 萬
International Private Wealth Advisors LLC17,665$26.8 萬
Hennion & Walsh Asset Management, Inc.15,928$24.2 萬
Eisler Capital Management Ltd.15,426$23.4 萬
Machina Capital S.A.S.15,430$23.4 萬
Numerai GP LLC15,009$22.8 萬
XTX Topco Ltd14,868$22.6 萬
Kaufman Rossin Wealth, LLC14,790$22.4 萬
Nomura Holdings Inc14,147$21.5 萬
Cutter & CO Brokerage, Inc.13,443$20.4 萬
Dorsey & Whitney Trust CO LLC13,289$20.2 萬
United Services Automobile Association12,727$19.3 萬
R Squared Ltd12,680$19.2 萬
United Capital Financial Advisers, LLC10,493$15.9 萬
Moors & Cabot, Inc.10,234$15.5 萬
Meeder Advisory Services, Inc.10,218$15.5 萬
M&T Bank Corp10,108$15.3 萬
Aquatic Capital Management LLC8,692$13.2 萬
Atlas Capital Advisors LLC7,938$12.0 萬
Hoertkorn Richard Charles7,000$10.6 萬
Quent Capital, LLC4,115$6.24 萬
Boston Private Wealth LLC2,131$3.23 萬
Pinnacle Bancorp, Inc.2,000$3.03 萬
Caitong International Asset Management Co., Ltd1,271$1.93 萬
Walleye Capital LLC1,234$1.87 萬
Hexagon Capital Partners LLC1,056$1.60 萬
Continuum Advisory, LLC526$7,979
Bell Investment Advisors, Inc267$4,051
DT Investment Partners, LLC266$4,036
Coston, McIsaac & Partners212$4,000
Motco125$1,896
BankPlus Trust Department107$1,623
Trifecta Capital Advisors, LLC97$1,472
Highline Wealth Partners LLC82$1,244
Global Financial Private Client, LLC60$910
Carolinas Wealth Consulting LLC51$774
Greenline Partners, LLC45$683
AdvisorNet Financial, Inc33$501
NVWM, LLC15$228
GoalVest Advisory LLC9$137

尚未申報 2025 年第 2 季的機構（5 家）

2025 年第 1 季季末持有 Invesco Ltd.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 IVZ、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Mizuho Securities USA LLC35,871$54.4 萬
Rakuten Investment Management, Inc.28,586$43.4 萬
Glenmede Trust Co NA22,215$33.7 萬
Credit Agricole S A4,259$6.46 萬
Lindbrook Capital, LLC734$1.11 萬