Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Ltd (IVZ)

626 + Investors. Track Smart Money conviction in IVZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — IVZ

Based on 629 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IVZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
629 hedge funds hold IVZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+115 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

370 buying278 selling
Last quarter: 370 funds bought or added vs 278 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 77 → 101 → 119 → 100. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
369 out of 629 hedge funds have held IVZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

70 → 77 → 101 → 119 → 100 new funds/Q
New funds entering each quarter: 77 → 101 → 119 → 100. A growing number of institutions are discovering IVZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 8% 1-2yr ■ 26% new
Of 649 current holders: 432 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
58 of 629 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IVZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IVZ

In 2026 Q1, 370 hedge funds were net buyers of IVZ (100 opened a new position, 270 added to an existing one), while 278 reduced or exited (190 trimmed, 88 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in IVZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 629.

Hedge Fund Ownership: IVZ

How many hedge funds hold IVZ — quarterly history vs. share price
Quarterly hedge fund ownership of IVZ vs. share price

Market Analysis: IVZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Ltd (IVZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVZ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
IVZ
+18.5%
XLF
+9.5%

IVZ outperformed XLF by +9.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IVZ
+6.2%
XLF
+5.8%

Since the filing became public, IVZ outperformed XLF by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 3 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: IVZ
626 + Investors

Track Smart Money conviction in IVZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 626 617 1.46%
13F Shares 424M 423M 0.13%
Total Value $9.91B $10.95B -9.45%
New Positions 100 119 -19
Increased Positions 262 240 +22
Closed Positions 91 57 +34
Reduced Positions 185 178 +7
Total Calls 13 17 -23.53%
Total Puts 9 15 -40.0%
PUT/CALL Ratio 0.69 0.88 Bullish

Statistics: IVZ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

626 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IVZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Massachusetts Mutual Life Insurance Co 91.14% 81,332,319 $1.98B
2 Endure Capital Management, LLC 7.70% 461,606 $11.2M
3 Cambridge Financial Group, Inc. 2.94% 323,845 $7.9M
4 Delta Global Management LP 2.23% 1,122,257 $27.3M
5 Del-Sette Capital Management, LLC 2.13% 146,655 $3.6M
6 Trian Fund Management, L.P. 1.87% 2,970,944 $72.2M
7 Parrish Capital LLC 1.41% 59,212 $1.6M
8 Basswood Capital Management, L.L.C. 1.38% 1,204,285 $29.3M
9 Vista Investment Partners II, LLC 1.30% 118,799 $2.9M
10 Poehling Capital Management, INC. 1.29% 252,999 $6.1M
11 Mork Capital Management, LLC 1.27% 73,400 $1.8M
12 Continental Advisors LLC 1.21% 97,690 $2.4M
13 Vista Investment Partners LLC 1.20% 186,645 $4.5M
14 Live Oak Private Wealth LLC 1.15% 338,777 $8.2M
15 Wealthcare Capital Management LLC 1.13% 465,545 $11.3M
16 Financial Sense Advisors, Inc. 0.78% 158,255 $3.8M
17 Harmony Asset Management LLC 0.73% 98,144 $2.4M
18 VARCOV Co. 0.72% 79,037 $1.9M
19 Mount Lucas Management LP 0.71% 79,693 $1.9M
20 Convergence Investment Partners, LLC 0.71% 178,323 $4.3M
21 Governors Lane LP 0.66% 427,500 $10.4M
22 Northstar Advisory Group, LLC 0.65% 71,978 $1.7M
23 Ibex Wealth Advisors 0.61% 271,581 $6.6M
24 Wedge Capital Management L L P/Nc 0.55% 1,236,013 $30.0M
25 Friedenthal Financial 0.54% 44,687 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Ltd (IVZ)

What does the Smart Money Trend signal show for IVZ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IVZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IVZ?

Slight buying edge — 57% buying: Last quarter: 370 funds bought or added vs 278 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IVZ holders?

Elite ownership — 43% AUM from top-100 funds: 58 of 629 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IVZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IVZ?

59% of holders stayed for 2+ years: 369 out of 629 hedge funds have held IVZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Ltd (IVZ) following the 2026 Q1 hedge fund 13F filings?

As of today, IVZ has moved +6.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), IVZ has gained +18.5% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →