IVZ

Invesco Ltd

Latest period2024 - Q4Total superinvestors45

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 45 superinvestors own shares of Invesco Ltd (IVZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Ltd (IVZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Ltd (IVZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Ltd (IVZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
James Krause@Wealthcare Capital Management Llc
Recent Activity
Decreased -4.97%
1.12%
$11.022M
630,545 shares@ 17.49 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -0.23%
0.02%
$2.77M
158,490 shares@ 17.48 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -22.43%
0.04%
$725,298
41,493 shares@ 17.49 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -2.51%
0.19%
$691,627
39,567 shares@ 17.48 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.71%
0.02%
$603,679
34,535 shares@ 17.49 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.28%
0.02%
$598,000
34,227 shares@ 17.48 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -1.18%
0.07%
$327,499
18,735 shares@ 17.49 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -23.77%
0.03%
$214,997
12,300 shares@ 17.48 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -49.72%
0.01%
$191,000
10,908 shares@ 17.52 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Decreased -0.33%
0.01%
$110,050
6,296 shares@ 17.48 avg price