Invesco Ltd.· IVZ

🇺🇸 US · LargeSP500NYSE

Financial Services Asset Management Website

Price: $30.53
Day: +1.03%
Mkt Cap: $13.53B
52W Range: $20.67 – $33.66
Volume: 6.70M
Beta: 1.60

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 697 institutions hold; 368 added, 226 reduced
Insiders Q3 2026: no purchases, 5 sales ($7.2M)

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Invesco Ltd.

IVZ|Financial Services|Asset Management

Current price: $31

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

N/A

insufficient history to compare

Seller breadth · Q3 2026

4 sellers

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+177

475 adding vs 298 reducing

Institutional ownership · Q2 2026

95.2%

697 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

81.3M

-0.0%

BLACKROCK, INC.

38.7M

-0.1%

VANGUARD CAPITAL MANAGEMENT LLC

28.1M

+0.5%

DIMENSIONAL FUND ADVISORS LP

21.7M

+1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

18.5M

-4.2%

STATE STREET CORP

16.8M

+0.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

31 buying85 unchanged30 selling

146 funds held IVZ in Q2 2026, holding 81.6M shares between them, up 0.8% on the quarter.

Largest fund holders

PRINCIPAL VARIABLE CONTRACTS FUNDS INC16.7K sh

MUTUAL FUND SERIES TRUST16.5K sh

Northern Lights Fund Trust15.9K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 31

Sharp Douglas J

$3.8M

Sale · Sep 9

Lo Andrew Tak Shing

$3.2M

Sale · Sep 10

Butcher Stephanie

$2.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore IVZ on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

IVZ Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-15

Institutional Flow

50% weight

+54

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for IVZ

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

5 sales totaling $7.2M (222.5K shares)

Limited history to compare against

4 different insiders sold this quarter

Buying seen in 2 of 15 quarters

N/A

Selling pace

insufficient history to compare

0.11%

Stake sold

of active insiders' holdings

4 sellers

Seller breadth

in Q3 2026

Q4 2023

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, IVZ

Top 7 highest-value insider trades from the last 8 quarters

Sharp Douglas J

Senior Managing Director

Sell

160,000 shares at $23.56

≈99.9% of their stake at the time

Oct 31, 2025$3.77M

Lo Andrew Tak Shing

Senior Managing Director

Sell

100,840 shares at $32.20

≈11.0% of their stake at the time

Sep 9, 2026$3.25M

Butcher Stephanie

Senior Managing Director

Sell

103,192 shares at $22.12

≈77.6% of their stake at the time

Sep 10, 2025$2.28M

Butcher Stephanie

Senior Managing Director

Sell

45,095 shares at $32.28

≈81.5% of their stake at the time

Sep 9, 2026$1.46M

Lo Andrew Tak Shing

Senior Managing Director

Sell

42,530 shares at $32.84

≈4.4% of their stake at the time

Sep 8, 2026$1.40M

DUKES LAURA ALLISON

CFO

Sell

31,075 shares at $33.16

≈10.7% of their stake at the time

Sep 4, 2026$1.03M

WOOD PHOEBE A

Director

Sell

3,000 shares at $32.44

≈2.7% of their stake at the time

Sep 11, 2026$97.32K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for IVZ

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

95.2% institutional ownership

Moderate accumulation: 475 adding vs 298 reducing

13F shares increased by 2.5%, a notable change

+177

Net breadth

475 adding vs 298 reducing

Accumulating

1.59

Add / reduce ratio

in Q2 2026

+35

New − closed

107 initiated, 72 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+475 growing-298 shrinkingNet: +177

107

368

226

New (107)

Increased (368)

Reduced (226)

Closed (72)

Top Institutional Holders, IVZ

Largest 8 institutional positions by ownership percentage as of Q2 2026

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

81.3M

$2.1B

Ownership

18.02%

-0.0%

BLACKROCK, INC.

38.7M

$1.0B

Ownership

8.58%

-0.1%

VANGUARD CAPITAL MANAGEMENT LLC

28.1M

$741.7M

Ownership

6.23%

+0.5%

DIMENSIONAL FUND ADVISORS LP

21.7M

$573.1M

Ownership

4.81%

+1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

18.5M

$487.1M

Ownership

4.09%

-4.2%

STATE STREET CORP

16.8M

$443.2M

Ownership

3.72%

+0.5%

MILLENNIUM MANAGEMENT LLC

15.7M

$414.0M

Ownership

3.48%

-27.6%

AQR CAPITAL MANAGEMENT LLC

12.6M

$332.6M

Ownership

2.79%

+0.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 146 ETFs and mutual funds reporting

31 buying30 sellingNet: +1

Buying (31)

Unchanged (85)

Selling (30)

In total, funds bought 2.7M shares and sold 2.0M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

146 ETFs and mutual funds reporting

31 buying vs 30 selling (balanced)

Top Fund Holders, IVZ

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

PRINCIPAL VARIABLE CONTRACTS FUNDS INC

16.7K

Weight

0.05%

Jun 30, 2026Decreased

MUTUAL FUND SERIES TRUST

16.5K

Weight

0.00%

Jun 30, 2026Increased

Northern Lights Fund Trust

15.9K

Weight

0.03%

Jul 31, 2026No change

PRAXIS MUTUAL FUNDS

15.2K

Weight

0.10%

Jun 30, 2026No change

MASSMUTUAL PREMIER FUNDS

13.6K

Weight

0.06%

Jun 30, 2026No change

STERLING CAPITAL FUNDS

10.9K

Weight

0.04%

Jun 30, 2026Decreased

TIAA SEPARATE ACCOUNT VA 1

8.0K

Weight

4.88%

Jun 30, 2026No change

CLEARWATER INVESTMENT TRUST

6.6K

Weight

0.05%

Jun 30, 2026No change

Invesco Ltd.· IVZ

Holdings Analysis

Insider Trading Activity

1.3Transaction History43Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History43Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights