Invesco Ltd (IVZ) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Invesco Ltd (IVZ) following the 2026 Q2 hedge fund 13F filings?

As of today, IVZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IVZ gained +22.6% vs +8.5% 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.

Invesco Ltd (IVZ)

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

Smart Money Signals — IVZ

Based on 631 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

631 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 — +23% more funds vs a year ago

fund count last 6Q

+117 new funds entered over the past year (+23% 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

371 buying279 selling

Last quarter: 371 funds bought or added vs 279 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 (-18 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 78 → 101 → 119 → 101. 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

370 out of 631 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 → 78 → 101 → 119 → 101 new funds/Q

New funds entering each quarter: 78 → 101 → 119 → 101. A growing number of institutions are discovering IVZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 26% newcomers

■ 67% veterans ■ 8% 1-2yr ■ 26% new

Entry-cohort mix of 651 holders: 433 (67%) are 2+ year veterans, 51 entered 1–2 years ago, and 167 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

62 of 629 holders are among the 100 largest funds by AUM, controlling 52% 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.

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

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

+34

Reduced Positions

185

178

Total Calls

-23.53%

Total Puts

-40.0%

PUT/CALL Ratio

0.69

0.88

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

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	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	Mork Capital Management, LLC	1.24%	73,400	$1.9M
8	Basswood Capital Management, L.L.C.	1.23%	1,167,259	$30.8M
9	Vista Investment Partners II, LLC	1.22%	118,012	$3.1M
10	Vista Investment Partners LLC	1.21%	182,880	$4.8M
11	Wealthcare Capital Management LLC	1.08%	432,545	$11.4M
12	Live Oak Private Wealth LLC	1.06%	321,030	$8.5M
13	Continental Advisors LLC	1.02%	91,690	$2.4M
14	Trian Fund Management, L.P.	1.01%	1,625,472	$42.9M
15	Mount Lucas Management LP	0.99%	105,719	$2.8M
16	Delta Global Management LP	0.98%	340,928	$9.0M
17	Endure Capital Management, LLC	0.76%	130,000	$3.4M
18	Harmony Asset Management LLC	0.68%	96,651	$2.6M
19	Nfj Investment Group, LLC	0.64%	717,486	$18.9M
20	Point Nemo Capital, LLC	0.63%	46,786	$1.2M
21	Ibex Wealth Advisors	0.58%	279,655	$7.4M
22	Wedge Capital Management L L P/Nc	0.53%	1,208,058	$31.9M
23	Friedenthal Financial	0.52%	43,011	$1.1M
24	Sandler Capital Management	0.50%	37,987	$1.0M
25	Lecap Asset Management Ltd	0.50%	43,811	$1.2M

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: 371 funds bought or added vs 279 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 — 52% AUM from top-100 funds: 62 of 629 holders are among the 100 largest funds by AUM, controlling 52% 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: 370 out of 631 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 Q2 hedge fund 13F filings?

As of today, IVZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IVZ has gained +22.6% vs +8.5% 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.

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Invesco Ltd (IVZ)

Smart Money Signals — IVZ

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

Slight buying edge — 57% buying

Fewer new buyers each quarter (-18 vs last Q)

59% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 26% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — IVZ

Hedge Fund Ownership: IVZ

Market Analysis: IVZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IVZ

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

Hedge Fund Positioning: IVZ

Statistics: IVZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Ltd (IVZ)

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