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IVZ

IVZ - Invesco Ltd Stock Price, Fair Value and News

15.35USD+0.16 (+1.05%)Delayed as of 17 Apr 2024, 02:00 pm ET

Which funds bought or sold IVZ recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-04-15EXCHANGE TRADED CONCEPTS, LLCNEW Premium Premium Premium Premium252
2024-04-15JANICZEK WEALTH MANAGEMENT, LLCUNCHANGED Premium Premium Premium Premium169
2024-04-15Sunbelt Securities, Inc.UNCHANGED Premium Premium Premium Premium949
2024-04-15Wealthcare Advisory Partners LLCADDED Premium Premium Premium Premium38,284
2024-04-15Sound Income Strategies, LLCUNCHANGED Premium Premium Premium Premium144
2024-04-15NorthCrest Asset Manangement, LLCREDUCED Premium Premium Premium Premium20,010
2024-04-15DGS Capital Management, LLCREDUCED Premium Premium Premium Premium15,326
2024-04-15EAGLE ROCK INVESTMENT COMPANY, LLCUNCHANGED Premium Premium Premium Premium15,175
2024-04-12AdvisorNet Financial, IncADDED Premium Premium Premium Premium91.00
2024-04-12NORTHWEST INVESTMENT COUNSELORS, LLCNEW Premium Premium Premium Premium757
2024-04-12HARBOR INVESTMENT ADVISORY, LLCNEW Premium Premium Premium Premium74.00
2024-04-12ARGA Investment Management, LPADDED Premium Premium Premium Premium108,269
2024-04-12Unison Advisors LLCADDED Premium Premium Premium Premium23,975
2024-04-12Lloyd Advisory Services, LLC.NEW Premium Premium Premium Premium47,320
2024-04-12Purus Wealth Management, LLCSOLD OFF Premium Premium Premium Premium-
2024-04-11OPTIMUM INVESTMENT ADVISORSREDUCED Premium Premium Premium Premium3,500
2024-04-11CHURCHILL MANAGEMENT CorpSOLD OFF Premium Premium Premium Premium-
2024-04-11Pflug Koory, LLCUNCHANGED Premium Premium Premium Premium450
2024-04-11Cooper Financial GroupADDED Premium Premium Premium Premium11,069
2024-04-11City State BankUNCHANGED Premium Premium Premium Premium50.00
2024-04-11Fortitude Family Office, LLCUNCHANGED Premium Premium Premium Premium407
2024-04-11SALEM INVESTMENT COUNSELORS INCUNCHANGED Premium Premium Premium Premium750
2024-04-10CVA Family Office, LLCUNCHANGED Premium Premium Premium Premium40.00
2024-04-10SOA Wealth Advisors, LLC.UNCHANGED Premium Premium Premium Premium7.00
2024-04-10Wedmont Private CapitalADDED Premium Premium Premium Premium14,131

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Which funds are the top buyers of IVZ?

Fund Name# Shares$ Value% Port.
VANGUARD GROUP INC51,454,900917,955,000 0.02%
BlackRock Inc.46,299,700825,987,000 0.02%
TRIAN FUND MANAGEMENT, L.P.33,940,100605,491,000 8.64%
STATE STREET CORP21,102,800376,474,000 0.02%
DIMENSIONAL FUND ADVISORS LP13,798,100246,163,000 0.07%
GEODE CAPITAL MANAGEMENT, LLC9,752,320173,735,000 0.02%
GOLDMAN SACHS GROUP INC6,641,820118,490,000 0.01%
NORTHERN TRUST CORP5,682,440101,375,000 0.02%
CITADEL ADVISORS LLC5,356,14095,553,400 0.02%
MORGAN STANLEY4,951,93088,342,500 0.01%

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Which funds have put a big percent of portfolio in IVZ?

Fund Name$ Value% Port.
TRIAN FUND MANAGEMENT, L.P.605,491,000 8.64%
Full18 Capital LLC19,011,000 4.38%
Insight Folios Inc6,823,830 2.95%
Alexander Randolph Advisory, Inc.2,495,910 2.27%
AMERICAN FINANCIAL GROUP INC4,371,000 1.61%
Olstein Capital Management, L.P.9,508,000 1.60%
VALUEWORKS LLC4,424,000 1.50%
Poehling Capital Management, INC.4,579,470 1.45%
CONTINENTAL ADVISORS LLC3,502,960 1.37%
Live Oak Private Wealth LLC5,462,300 1.03%

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Trend of No. of funds that hold IVZ

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
Balyasny Asset Management L.P.61,794,500
NORGES BANK59,712,700
MARSHALL WACE, LLP21,643,700
Swiss National Bank11,829,700
Cinctive Capital Management LP9,379,900
Susquehanna Portfolio Strategies, LLC9,361,130
Weiss Multi-Strategy Advisers LLC8,578,000
Channing Capital Management, LLC8,478,910

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