Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Ltd (IVZ)

659 + 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
↑ +37
Streak
5Q ▲
Buyers last Q
55%

Smart Money Signals — IVZ

Based on 669 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
669 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 — +29% more funds vs a year ago

fund count last 6Q
+152 new funds entered over the past year (+29% 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 — 55% buying

368 buying302 selling
Last quarter: 368 funds bought or added vs 302 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new IVZ position: 102 → 119 → 101 → 110. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
400 out of 669 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.
➡️

Steady discovery — ~110 new funds/quarter

78 → 102 → 119 → 101 → 110 new funds/Q
New funds entering each quarter: 102 → 119 → 101 → 110. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 691 holders: 461 (67%) are 2+ year veterans, 63 entered 1–2 years ago, and 167 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
63 of 665 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 368 hedge funds were net buyers of IVZ (110 opened a new position, 258 added to an existing one), while 302 reduced or exited (229 trimmed, 73 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in IVZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 669.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 3 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: IVZ
659 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 659 632 4.27%
13F Shares 427M 427M 0.03%
Total Value $10.88B $9.96B 9.21%
New Positions 108 101 +7
Increased Positions 252 264 -12
Closed Positions 77 87 -10
Reduced Positions 219 188 +31
Total Calls 13 13 -
Total Puts 12 9 33.33%
PUT/CALL Ratio 0.92 0.69 Neutral

Statistics: IVZ

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Institutional Holders (2026 Q2)

659 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Massachusetts Mutual Life Insurance Co 90.22% 81,332,319 $2.15B
2 Del-Sette Capital Management, LLC 3.88% 251,878 $6.6M
3 Cambridge Financial Group, Inc. 3.06% 333,010 $8.8M
4 Endure Capital Management, LLC 2.70% 461,606 $12.2M
5 Phillip James Consulting Co. 1.62% 88,120 $2.4M
6 Poehling Capital Management, INC. 1.42% 251,429 $6.6M
7 Parrish Capital LLC 1.28% 50,498 $1.3M
8 Mork Capital Management, LLC 1.24% 73,400 $1.9M
9 Basswood Capital Management, L.L.C. 1.23% 1,167,259 $30.8M
10 Vista Investment Partners II, LLC 1.22% 118,012 $3.1M
11 Vista Investment Partners LLC 1.21% 182,880 $4.8M
12 Wealthcare Capital Management LLC 1.08% 432,545 $11.4M
13 Live Oak Private Wealth LLC 1.06% 321,030 $8.5M
14 Continental Advisors LLC 1.02% 91,690 $2.4M
15 Trian Fund Management, L.P. 1.01% 1,625,472 $42.9M
16 Mount Lucas Management LP 0.99% 105,719 $2.8M
17 Delta Global Management LP 0.98% 340,928 $9.0M
18 Endure Capital Management, LLC 0.76% 130,000 $3.4M
19 Harmony Asset Management LLC 0.68% 96,651 $2.6M
20 Nfj Investment Group, LLC 0.64% 717,486 $18.9M
21 Point Nemo Capital, LLC 0.63% 46,786 $1.2M
22 Ibex Wealth Advisors 0.58% 279,655 $7.4M
23 Wedge Capital Management L L P/Nc 0.53% 1,208,058 $31.9M
24 Friedenthal Financial 0.52% 43,011 $1.1M
25 Sandler Capital Management 0.50% 37,987 $1.0M
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 — 5 quarters in a row: For 5 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 — 55% buying: Last quarter: 368 funds bought or added vs 302 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 — 53% AUM from top-100 funds: 63 of 665 holders are among the 100 largest funds by AUM, controlling 53% 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?

60% of holders stayed for 2+ years: 400 out of 669 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.

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.

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