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Invesco Ltd. hedge fund holdings

IVZNYSE
$30.66+0.24 (+0.79%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

IVZ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+29.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025199185$707M$494M483Aug 14, 2025
Q3 2025211156$813M$1.38B535Nov 14, 2025
Q4 2025251138$1.2B$892M592Feb 14, 2026
Q1 2026251181$1.12B$764M600May 15, 2026
Q2 2026251177$792M$753M634Aug 14, 2026

Quarterly action breakdown

Q2 2026
634 filers
New position
85
$98.9M+3.75M sh
Increased
166
$693M+26.3M sh
Reduced
122
-$621M-23.5M sh
Out / sold
55
-$132M-4.99M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Healthcare of Ontario Pension Plan Trust FundAdded 5668.42%+$41.7M$42.5M0.06%Aug 13, 2026
Sonoma Allocations LLCNew Buy+$38.3M$38.3M11.90%Jul 8, 2026
Trian Fund Management, L.P.Reduce 45.29%-$35.5M$42.9M1.01%Aug 12, 2026
First Trust Advisors LPReduce 72.16%-$34.7M$13.4M0.01%Aug 11, 2026
Delta Global Management LPReduce 69.62%-$20.6M$9M0.98%Aug 13, 2026
NFJ Investment Group, LLCNew Buy+$18.9M$18.9M0.64%Aug 11, 2026
Voloridge Investment Management, LLCAdded 63.23%+$15.1M$39.1M0.17%Aug 14, 2026
Swiss Life Asset Management LtdNew Buy+$14.8M$14.8M0.06%Jul 29, 2026
Governors Lane LPSell 100%-$10.4M$00.00%Aug 14, 2026
Macquarie Group LtdAdded 11.69%+$10.3M$98.3M0.42%Aug 14, 2026
Capital Fund Management S.A.Added 110.72%+$9.93M$18.9M0.08%Aug 13, 2026
Wellington Management Group LLPAdded 127.75%+$8.5M$15.2M0.00%Aug 14, 2026
Exchange Traded Concepts, LLCAdded 2839.76%+$7.32M$7.57M0.03%Aug 11, 2026
Holocene Advisors, LPSell 100%-$6.59M$00.00%Aug 14, 2026
Quantinno Capital Management LPAdded 14.93%+$6.2M$47.8M0.06%Aug 13, 2026
Robeco Institutional Asset Management B.V.Reduce 90.23%-$6.12M$662K0.00%Jul 21, 2026
Olstein Capital Management, L.P.Sell 100%-$5.27M$0Not reportedJul 7, 2026
OssiamNew Buy+$4.86M$4.86M0.06%Aug 13, 2026
Nomura Asset Management International Inc.Added 5.16%+$4.8M$97.8M0.15%Aug 14, 2026
NatixisAdded 991.82%+$4.67M$5.14M0.02%Aug 13, 2026
Rathbones Group PLCReduce 50.62%-$4.61M$4.49M0.02%Jul 23, 2026
Credit Agricole S AReduce 23.53%-$4.03M$13.1M0.03%Aug 14, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 70.44%-$3.94M$1.65M0.00%Aug 6, 2026
Financial Sense Advisors, Inc.Sell 100%-$3.84M$00.00%Aug 14, 2026
Thrivent Financial for LutheransReduce 35.60%-$3.72M$6.73M0.01%Aug 14, 2026
New Age Alpha Advisors, LLCNew Buy+$3.25M$3.25M0.14%Aug 13, 2026
Convergence Investment Partners, LLCReduce 68.48%-$3.22M$1.48M0.14%Jul 31, 2026
Easterly Investment Partners LLCNew Buy+$3M$3M0.15%Jul 23, 2026
Cinctive Capital Management LPReduce 59.52%-$2.79M$1.9M0.07%Aug 14, 2026
Del-Sette Capital Management, LLCAdded 71.75%+$2.78M$6.65M3.88%Jul 30, 2026
Prevail Innovative Wealth Advisors, LLCNew Buy+$2.55M$2.55M0.38%Jul 20, 2026
Qsemble Capital Management, LPNew Buy+$2.53M$2.53M0.32%Aug 3, 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduce 84.80%-$2.25M$403K0.00%Aug 13, 2026
Handelsbanken Fonder ABSell 100%-$2.23M$00.00%Jul 10, 2026
Canada Pension Plan Investment BoardReduce 17.45%-$2.12M$10M0.01%Aug 14, 2026
Picton Mahoney Asset ManagementSell 100%-$2.09M$00.00%Aug 13, 2026
D.A. Davidson & Co.Reduce 36.57%-$1.98M$3.43M0.02%Jul 24, 2026
VARCOV Co.Sell 100%-$1.92M$00.00%Aug 14, 2026
Northstar Advisory Group, LLCSell 100%-$1.75M$00.00%Jul 14, 2026
Prana Capital Management, LPAdded 135.35%+$1.69M$2.93M0.09%Aug 14, 2026
BNP ParibasSell 100%-$1.61M$00.00%Aug 13, 2026
FORA Capital, LLCSell 100%-$1.61M$00.00%Aug 13, 2026
Twin Tree Management, LPAdded 1655.88%+$1.41M$1.49M0.03%Aug 12, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 154.26%+$1.35M$2.22M0.00%Aug 13, 2026
Illinois Municipal Retirement FundSell 100%-$1.25M$00.00%Aug 12, 2026
Point Nemo Capital, LLCNew Buy+$1.23M$1.23M0.63%Aug 7, 2026
Erste Asset Management GmbHAdded 18.87%+$1.21M$7.6M0.06%Jul 28, 2026
Great Lakes Advisors, LLCReduce 77.06%-$1.19M$355K0.00%Aug 10, 2026
Lecap Asset Management LtdNew Buy+$1.16M$1.16M0.50%Jul 30, 2026
Graham Capital Management, L.P.New Buy+$1.14M$1.14M0.02%Aug 14, 2026
Pacer Advisors, Inc.Added 193.47%+$1.13M$1.72M0.00%Aug 13, 2026
CSS LLCReduce 75.91%-$1.12M$356K0.01%Aug 14, 2026
Nordea Investment Management ABNew Buy+$1.1M$1.1M0.00%Aug 5, 2026
Allstate CorpReduce 72.14%-$1.09M$421K0.00%Aug 13, 2026
KBC Group NVAdded 94.37%+$1.04M$2.13M0.00%Aug 5, 2026
Adage Capital Partners GP, L.L.C.Added 10.89%+$1.02M$10.4M0.01%Aug 14, 2026
Sandler Capital ManagementNew Buy+$1M$1M0.50%Aug 14, 2026
UniSuper Management Pty LtdReduce 55.54%-$993K$794K0.00%Aug 14, 2026
Vontobel Holding Ltd.Reduce 14.37%-$989K$5.89M0.02%Aug 3, 2026
Fox Run Management, L.L.C.Added 357.79%+$985K$1.26M0.21%Aug 4, 2026
Basswood Capital Management, L.L.C.Reduce 3.07%-$977K$30.8M1.23%Aug 14, 2026
IMC-Chicago, LLCNew Buy+$959K$959K0.00%Aug 6, 2026
Mizuho Securities USA LLCAdded 129.29%+$884K$1.57M0.02%Jul 28, 2026
Rafferty Asset Management, LLCAdded 25.36%+$803K$3.97M0.01%Aug 14, 2026
Guggenheim Capital LLCReduce 57.77%-$773K$565K0.00%Aug 12, 2026
Edgestream Partners, L.P.Added 225.79%+$765K$1.1M0.03%Aug 11, 2026
Vise Technologies, Inc.Added 219.91%+$765K$1.11M0.01%Aug 11, 2026
Wedge Capital Management L L PReduce 2.26%-$738K$31.9M0.53%Jul 10, 2026
Inceptionr LLCAdded 131.14%+$736K$1.3M0.32%Aug 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 4.99%+$709K$14.9M0.01%Aug 7, 2026
Teachers Retirement System of the State of KentuckyReduce 2.79%-$708K$24.6M0.17%Aug 12, 2026
Todd Asset Management LLCReduce 2.88%-$705K$23.8M0.42%Aug 4, 2026
Mount Lucas Management LPAdded 32.66%+$687K$2.79M0.99%Aug 10, 2026
Emerald Investment Advisers, LLCAdded 90.51%+$645K$1.36M0.09%Aug 12, 2026
Three Seasons Wealth, LLCSell 100%-$616K$00.00%Aug 13, 2026
Militia Capital Management LLCNew Buy+$588K$588K0.02%Aug 12, 2026
Aigen Investment Management, LPNew Buy+$581K$581K0.16%Aug 14, 2026
Ensign Peak Advisors, IncAdded 70.76%+$573K$1.38M0.00%Aug 14, 2026
Jefferies Financial Group Inc.New Buy+$570K$570K0.00%Aug 17, 2026
Axq Capital, LPReduce 35.77%-$553K$993K0.11%Aug 6, 2026
KLP Kapitalforvaltning AsReduce 20.06%-$533K$2.12M0.01%Aug 12, 2026
Machina Capital S.A.S.New Buy+$525K$525K0.08%Aug 10, 2026
Ascent Group, LLCAdded 214.69%+$522K$765K0.02%Aug 3, 2026
Blair William & CoNew Buy+$517K$517K0.00%Aug 11, 2026
Gladstone Institutional Advisory LLCSell 100%-$494K$00.00%Jul 27, 2026
ING Groep NVSell 100%-$490K$00.00%Aug 13, 2026
Sequoia Financial Advisors, LLCAdded 45.74%+$487K$1.55M0.01%Jul 17, 2026
Gateway Investment Advisers LLCNew Buy+$479K$479K0.00%Jul 20, 2026
Tidal Investments LLCReduce 55.83%-$472K$373K0.00%Aug 13, 2026
Live Oak Private Wealth LLCReduce 5.24%-$468K$8.47M1.06%Jul 20, 2026
Letko, Brosseau & Associates IncReduce 1.48%-$468K$31.2M0.46%Aug 13, 2026
Beacon Investment Advisory Services, Inc.Sell 100%-$465K$00.00%Jul 8, 2026
Maltese Capital Management LLCAdded 87.50%+$462K$990K0.18%Aug 14, 2026
Evergreen Capital Management LLCReduce 56.72%-$444K$339K0.01%Jul 23, 2026
Assetmark, IncAdded 24.52%+$442K$2.24M0.00%Jul 30, 2026
BTG Pactual Asset Management US LLCReduce 53.53%-$431K$374K0.02%Aug 14, 2026
AlphaGrep UK LtdAdded 92.81%+$430K$892K0.27%Aug 14, 2026
Evoke Wealth, LLCSell 100%-$422K$00.00%Aug 10, 2026
EntryPoint Capital, LLCNew Buy+$420K$420K0.10%Aug 13, 2026
Perigon Wealth Management, LLCNew Buy+$419K$419K0.01%Aug 7, 2026

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