IVZ β€” INVESCO LTD

Ownership history in Cinctive Capital Management LP  Β·  10 quarters on record

AI Ownership Summary

Cinctive Capital Management LP reported INVESCO LTD (IVZ) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.62% in 2023 Q4. The latest visible filing shows IVZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cinctive Capital Management LP's position in INVESCO LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IVZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cinctive Capital Management LP held IVZ β€” position size vs. price
% of Fund (quarterly)    IVZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,297 -58,922 -85.1% 0.01% $236K 2025-11-14 $23.33
2025 Q2 REDUCED 69,219 -238,236 -77.5% 0.06% $1.1M 2025-08-14 $20.98
2025 Q1 ADDED 307,455 +223,025 +264.2% 0.36% $4.7M 2025-05-15 $14.92
2024 Q3 REDUCED 84,430 -447,106 -84.1% 0.08% $1.5M 2024-11-14 $16.85
2024 Q2 ADDED 531,536 +403,679 +315.7% 0.38% $8.0M 2024-08-14 $15.29
2024 Q1 REDUCED 127,857 -397,922 -75.7% 0.10% $2.1M 2024-05-15 $15.13
2023 Q4 ADDED 525,779 +95,317 +22.1% 0.62% $9.4M 2024-02-14 $13.97
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IVZ

As of 2026 Q1 β€” sorted by position size

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FAQ About Cinctive Capital Management LP and IVZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cinctive Capital Management LP reported owning IVZ?

Cinctive Capital Management LP reported IVZ across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IVZ position in Cinctive Capital Management LP's portfolio?

The largest reported portfolio weight for IVZ was 0.62% in 2023 Q4.

What is the latest reported IVZ position on this page?

The most recent filing on this page is 2025 Q3, when Cinctive Capital Management LP reported 10,297 shares, equal to 0.01% of portfolio, with an estimated market value of $236K.

What does the chart on this IVZ ownership page compare?

The chart compares Cinctive Capital Management LP's quarterly IVZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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