Invesco Ltd. (QXO) reports 6.7% beneficial stake in QXO Inc common stock
Invesco Ltd. has reported a 6.7% beneficial ownership stake in QXO Inc's common stock, totaling 48,250,490 shares. As a parent holding company for its investment advisers, Invesco holds sole voting power over 48,155,704 shares and sole dispositive power over all 48,250,490 shares. An Invesco subsidiary, Invesco Asset Management Limited, advises a fund that accounts for 5.02% of these holdings.
Invesco Ltd. (ICLR) discloses 6.9% beneficial stake in ICON PLC
Invesco Ltd. has filed an amended Schedule 13G, disclosing a beneficial ownership of 6.9% in ICON PLC, totaling 5,264,236 shares. These shares are held by clients of Invesco's investment adviser subsidiaries, with Invesco retaining sole voting power over 5,198,110 shares and sole dispositive power over all 5,264,236 shares. The filing indicates that no single client individually holds more than 5% economic ownership of ICON PLC.
Invesco Ltd. (PARR) discloses 5.5% beneficial stake in Par Pacific common stock
Invesco Ltd. has reported a 5.5% beneficial ownership stake in Par Pacific Holdings Inc. common stock, as detailed in a Schedule 13G filing. The investment firm may be deemed to beneficially own 2,745,999 shares, with sole voting power over 2,696,574 shares and sole dispositive power over all 2,745,999 shares, as of June 30, 2026. This ownership is held by clients of Invesco’s advisory subsidiaries, with no single client holding more than 5% economic ownership.
Invesco Ltd. (OPAL) discloses 13.4% beneficial stake in OPAL Fuels
Invesco Ltd., through its investment advisers, has disclosed a beneficial ownership of 13.4% in OPAL Fuels Inc., amounting to 4,078,082 shares of common stock. The filing indicates that Invesco has sole voting power over 4,077,493 shares and sole dispositive power over all 4,078,082 shares. This stake includes holdings by clients advised by Invesco Capital Management LLC, notably the Invesco WilderHill Clean Energy ETF, with no single client holding more than 5% economic ownership.
Invesco Ltd. (EPAM) discloses 2.41M-share beneficial stake in EPAM Systems
Invesco Ltd. has filed an amended Schedule 13G/A, reporting a beneficial ownership of 2,410,977 shares, representing 4.6% of EPAM Systems Inc. common stock as of June 30, 2026. As a parent holding company to its investment advisers, Invesco holds sole voting power over 2,283,089 shares and sole dispositive power over all 2,410,977 shares. The filing specifies that no single client of Invesco's advisory subsidiaries holds more than a 5% economic interest in the class.
Invesco Ltd. (CAN) discloses 606M-share, 5.4% holding in Canaan ADRs
Invesco Ltd. has disclosed a beneficial ownership of 606,006,750 shares, representing a 5.4% stake, in Canaan Inc. American Depository Receipts (ADRs) through its investment adviser subsidiaries. The filing, a SCHEDULE 13G/A, indicates Invesco holds sole voting and sole dispositive power over these shares, which are held on behalf of its clients, with no single client holding more than 5% economic ownership. This disclosure highlights Invesco's significant passive investment in the cryptocurrency mining hardware manufacturer.
Invesco Ltd. (GMRS) discloses 3.09M-share, 5.7% holding in GMR Solutions
Invesco Ltd. has disclosed a beneficial ownership of 3,088,978 shares, representing a 5.7% stake, in GMR Solutions Inc. The shares are held by clients of Invesco's advisory subsidiaries, with Invesco retaining sole voting and dispositive power over these shares. No single client holds more than 5% economic ownership of GMR Solutions Inc.
Invesco Ltd. (ICHR) discloses 2.9M-share position in Ichor common stock
Invesco Ltd., as a parent holding company, has disclosed a beneficial ownership of 2,902,939 shares of Ichor Holdings Ltd common stock, representing an 8.4% stake in the class as of June 30, 2026. The filing indicates that Invesco Ltd. holds sole voting power over 2,893,605 shares and sole dispositive power over all 2,902,939 shares, with no single client holding more than 5% economic ownership. This information comes from a SCHEDULE 13G/A SEC filing, which provides details on the investment firm's significant passive stake in Ichor Holdings.
Invesco Ltd. (ESE) discloses 1.51M ESCO Technologies shares under management
Invesco Ltd. has filed a Schedule 13G, disclosing beneficial ownership of 1,505,723 shares of ESCO Technologies Inc. common stock, which represents a 5.8% stake. The shares are managed on behalf of Invesco's investment advisory clients, with Invesco holding sole voting power over 1,471,131 shares and sole dispositive power over all 1,505,723 shares. No single client holds more than 5% economic ownership.
Invesco Ltd. (ALGM holder) discloses 7.3% Allegro MicroSystems ownership in 13G
Invesco Ltd., acting as a parent holding company, has reported a beneficial ownership of 7.3% in Allegro MicroSystems Inc. through its investment adviser subsidiaries. This stake comprises 13,678,393 shares, with Invesco exercising sole voting power over 13,354,417 shares and sole dispositive power over all 13,678,393 shares. The shares are held in trust for Invesco's clients, none of whom individually hold more than 5% economic ownership.
QQQ vs QQQON: What’s the Difference Between Invesco QQQ ETF and Tokenized QQQ?
This article explains the key differences between Invesco QQQ ETF (QQQ) and its tokenized counterpart, QQQON. While both offer exposure to the Nasdaq-100, QQQ is a traditional ETF tracking the index, whereas QQQON is a tokenized product from Ondo that tracks QQQ, introducing additional layers of risk and different operational mechanisms. The article clarifies that owning QQQON does not equate to direct ownership of QQQ shares and highlights distinctions in dividends, trading hours, liquidity, custody, and geographic access.
Invesco Real Estate Closes $3.2 Billion in Loan Commitments in H1 2026
Invesco Real Estate closed $3.2 billion in global loan commitments during the first half of 2026, more than doubling its origination volume from the previous year. This surge in lending addresses the substantial commercial real estate debt maturity cycle, with capital primarily focused on multifamily and industrial properties across North America and Europe. The firm's strategy emphasizes execution certainty and strong lender relationships to navigate the approaching multiyear wave of loan maturities.
JPMorgan, Goldman, Invesco Test Blockchain Across Wall Street
JPMorgan, Goldman Sachs, Invesco, and Citadel Securities, along with nearly 40 other firms, conducted a four-hour test in July to assess the viability of tokenized assets on blockchain networks. Overseen by the DTCC, the exercise involved trading stocks and Treasuries, posting collateral, and meeting margin calls to replicate real-world market activities. The primary goal was to determine if these new technologies could operate efficiently while maintaining the security and control of traditional markets, with the DTCC planning for broader adoption by October.
TD Cowen Adjusts Price Target on Invesco to $39 From $37, Keeps Buy Rating
TD Cowen has raised its price target for Invesco (IVZ) shares to $39 from $37, while maintaining a Buy rating on the stock. This adjustment reflects an updated outlook from the analyst firm. Invesco, a leading asset management company, is involved in managing mutual funds, corporate assets, personal funds, and exchange-traded funds.
Invesco Real Estate Makes 33 Loan Commitments Across Two Continents
Invesco Real Estate, Invesco's global real estate investment platform, closed $3.2 billion in loan commitments in the first half of 2026, marking a 112% increase from H1 2025. These commitments include 33 floating-rate senior loans across North America and Europe, with a strong focus on multifamily and industrial assets, which accounted for 93% of the volume. The company also completed two managed commercial real estate collateralized loan obligations (CRE CLOs), further diversifying its capital sources.
Invesco Real Estate Closes on $3.2 Billion in Loan Commitments in H1 2026
Invesco Real Estate closed on $3.2 billion in global loan commitments in the first half of 2026, marking a 112% increase from H1 2025. These commitments consisted of 33 floating-rate senior loans primarily in multifamily and industrial sectors across North America and Europe. The company also completed two managed commercial real estate collateralized loan obligations (CRE CLO) during this period.
Invesco Ltd: Form 8.3 - Segro Plc; Public dealing disclosure
Invesco Ltd. has filed a Public Dealing Disclosure (Form 8.3) related to its interests in Segro PLC, as required by Rule 8.3 of the Takeover Code. The disclosure details Invesco's holdings and recent dealings in Segro PLC's ordinary shares, showing an interest of 0.37% after recent purchases. It also notes that Invesco is making disclosures in respect of Prologis, Inc.
Invesco Ltd. - Invesco Ltd: Form 8.3 - Prologis Inc; Public dealing disclosure
Invesco Ltd. has filed a Public Dealing Disclosure Form 8.3 concerning Prologis, Inc., as required by Rule 8.3 of the Takeover Code. The disclosure details Invesco's interests and short positions in Prologis's relevant securities, showing ownership and/or control of 10,980,533 shares (1.15%) and short positions of 4,866 shares (0.00%). The report also outlines recent purchases and sales of Prologis common stock by Invesco, along with confirmation of no indemnity or other dealing arrangements.
Invesco Ltd: Form 8.3 - Prologis Inc; Public dealing disclosure
Invesco Ltd. has filed a Form 8.3 public dealing disclosure related to Prologis, Inc., detailing its interests and short positions in Prologis's relevant securities as of August 12, 2026. The disclosure shows Invesco Ltd. holds 1.15% of Prologis's common shares and includes details of recent purchases and sales of these securities. This filing is made under Rule 8.3 of the Takeover Code and also indicates disclosure in respect of Segro Plc.
QQQ vs QQQON: What’s the Difference Between Invesco QQQ ETF and Tokenized QQQ?
This article explains the differences between QQQ, the Invesco QQQ ETF, and QQQON, a tokenized product whose underlying asset is QQQ. While both offer related economic exposure to the Nasdaq-100 Index, QQQON is a separate tokenized instrument with additional risks and a different ownership structure. Key distinctions include product type, underlying asset, trading markets, ownership mechanisms, dividend handling, trading hours, liquidity, custody, and geographic access.
Envestnet Portfolio Solutions Inc. Raises Position in T. Rowe Price Group, Inc. $TROW
Envestnet Portfolio Solutions Inc. increased its stake in T. Rowe Price Group Inc. by 6.1% in the second quarter, now owning 174,047 shares worth $19.787 million. Other institutional investors like State Street Corp and Goldman Sachs Group Inc. have also significantly modified their holdings. Wall Street analysts have issued mixed ratings, with an average target price of $105.67, and the company recently announced a quarterly dividend of $1.30 per share.
Assenagon Asset Management S.A. Has $4.38 Million Stake in Southwest Airlines Co. $LUV
Assenagon Asset Management S.A. significantly reduced its stake in Southwest Airlines Co. by 81.6% in the second quarter, bringing its total holdings to $4.38 million. Despite this, other institutional investors like Franklin Resources Inc. and Invesco Ltd. increased their positions in the airline. Southwest Airlines reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.18 per share.
Invesco (IVZ) Stock Still Looks Below Fair Value Despite 133% Run
Invesco (IVZ) stock has seen a 133.2% return over three years, presenting a mixed valuation picture. While the Excess Returns model suggests the stock is undervalued by 34.4%, the P/S multiple indicates it's modestly overvalued. This discrepancy reflects different views on future cash flows, growth expectations, and market sentiment, leaving investors to weigh whether the current price is justified.
Will Earnings Rebound And Steady Payouts Change Invesco's (IVZ) Capital Allocation Narrative?
Invesco Ltd. (IVZ) reported strong Q2 2026 results with increased revenue and net income, maintaining its common and preferred dividends and continuing share repurchases. This performance suggests improved profitability alongside consistent capital distribution to shareholders. The article examines how these results might influence Invesco's investment narrative, particularly concerning its ability to offset pressures from lower-fee products and competition, while analysts project future revenue and earnings with varying degrees of optimism.
How Invesco S&p 500 Equal Weight Consumer Staples Etf (RSPS) Affects Rotational Strategy Timing
This article analyzes the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS), indicating a neutral sentiment across all time horizons and suggesting a wait-and-see approach. It highlights an exceptional 17.3:1 risk-reward setup targeting a 5.1% gain versus 0.3% risk. The piece also provides three institutional trading strategies (Position, Momentum Breakout, Risk Hedging) tailored to different risk profiles.
QVMM Dividend: 1.11% Yield, $0.41/Share — History & Dates
The article details the dividend history and current yield for the Invesco S&P MidCap 400 QVM Multi-factor ETF (QVMM). It highlights QVMM's 1.12% dividend yield, annual payout of $0.41 per share, and a 5-year dividend growth rate of 10.68%. The ETF has been paying dividends since 2021, and its payout ratio stands at 0.53.
Is it Time to Take a Closer Look at Target Maturity ETFs?
Target maturity ETFs offer consistency and interest rate protection, which could be beneficial in the current market environment. These ETFs, like the State Street My2030 Corporate Bond ETF (MYCJ) and the Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU), invest in bonds that mature within a specific calendar year, providing defined payouts and reduced interest rate risk as they approach maturity. Given the fluctuating interest rates, advisors and investors might want to consider these products for their fixed income portfolios.
Should You Invest in the Invesco KBW Property & Casualty Insurance ETF (KBWP)?
This article evaluates the Invesco KBW Property & Casualty Insurance ETF (KBWP) for investors seeking exposure to the Financials - Insurance sector. It details the ETF's structure, expense ratio (0.35%), top holdings like Progressive Corp (PGR), and performance, noting a 15.44% increase over the past year. Despite its low cost and diversified exposure, KBWP holds a Zacks ETF Rank of 4 (Sell), suggesting better alternatives like IAK and KIE for investors in this segment.
How Invesco Nasdaq Next Gen 100 Etf (QQQJ) Affects Rotational Strategy Timing
This article analyzes the Invesco Nasdaq Next Gen 100 Etf (QQQJ) using AI models, indicating strong sentiment across all time horizons. It provides specific institutional trading strategies including position, momentum, and risk hedging, along with multi-timeframe signal analysis and support/resistance levels. The analysis suggests compelling upside potential due to the absence of resistance levels above the current price.
Invesco Ltd: Form 8.3 - Prologis Inc; Public dealing disclosure
Invesco Ltd. has filed a Public Dealing Disclosure (Form 8.3) related to Prologis, Inc., as required by Rule 8.3 of the Takeover Code. The disclosure details Invesco's interests and short positions in Prologis securities, showing a 1.15% interest. It also lists various purchase and sale transactions of Prologis common shares undertaken on August 11, 2026.
APA Corporation (APA): Hotchkis & Wiley and Vanguard funds detail stakes nearing 9% and 5%
Hotchkis and Wiley Capital Management, LLC and Vanguard Windsor II Fund have filed an amended Schedule 13G detailing their beneficial ownership in APA Corporation. Hotchkis and Wiley reported an 8.97% stake, or 31,695,303 shares, while Vanguard Windsor II Fund reported a 4.97% stake, or 17,561,357 shares. These percentages are based on 353,470,227 APA shares outstanding as of April 30, 2026.
Liquidity Mapping Around (PGJ) Price Events
This article analyzes Invesco Golden Dragon China Etf (NYSE: PGJ) through AI models, identifying mixed sentiment and potential choppiness. It outlines
Discipline and Rules-Based Execution in PID Response
The article provides an AI-driven analysis for Invesco International Dividend Achievers Etf (NYSE: PID), highlighting a neutral sentiment and a mid-channel oscillation pattern. It outlines three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss points. The analysis emphasizes an exceptional 8.9:1 risk-reward setup targeting a 2.8% gain versus 0.3% risk, supported by multi-timeframe signal analysis indicating neutral sentiment across all horizons.
Invesco QQQ $QQQ Holdings Cut by Magnolia Capital Management Ltd.
Magnolia Capital Management Ltd. significantly reduced its holdings in Invesco QQQ (NASDAQ:QQQ) by 12.9% in the second quarter, selling 5,218 shares but still retaining 35,345 shares valued at $26.0 million, making QQQ its largest holding. Despite this reduction, institutional ownership of QQQ remains strong at 44.58%, with several other major investors substantially increasing their stakes. The article notes QQQ's strong performance near its 52-week high, increased dividends, and significant ETF inflows, while also cautioning about potential pullback risks due to elevated valuations and AI-related enthusiasm.
THOR AdaptiveRisk Dynamic ETF 's Invesco Optimum Yield Diversified Commodity(PDBC) Holding History
As of May 31, 2026, THOR AdaptiveRisk Dynamic ETF holds 162,092 shares of Invesco Optimum Yield Diversified Commodity (PDBC), valued at $2.86 million, representing 6.23% of its portfolio. This investment constitutes 0.05% of PDBC's outstanding stock, with an estimated gain of $66,457.72, or 2.33%, since the initial trade in Q2 2026. The current price of PDBC is $17.97.
Badger Meter, Inc. (NYSE:BMI) Given Average Rating of "Hold" by Analysts
Badger Meter, Inc. (NYSE:BMI) has received an average "Hold" rating from analysts, with five buy, five hold, and one sell recommendation among eleven firms. The average 12-month price target is $164.00, compared to the stock's current price of $135.69. The company recently reported quarterly EPS of $1.02, slightly exceeding expectations, but revenue of $220.3 million missed estimates and was down 6.6% year over year.
Western Wealth Management LLC Buys 1,534 Shares of Invesco QQQ $QQQ
Western Wealth Management LLC increased its stake in Invesco QQQ (NASDAQ:QQQ) by 1.2%, purchasing an additional 1,534 shares to bring its total holding to 131,472 shares, valued at $75.9 million. QQQ is now the firm's second-largest holding, representing 2.8% of its portfolio. The article also notes QQQ's recent dividend increase to $0.8135 per quarter and discusses both positive and negative sentiments surrounding the ETF, including strong investor demand and technology sector momentum, alongside risks from elevated valuations and AI optimism.
ETFs Investing in Viatris, Inc. Stocks
This article provides a comprehensive list of Exchange Traded Funds (ETFs) that hold Viatris, Inc. (VTRS) stocks, sorted by market value. It details various ETFs, including their issuer, management style, focus, expense ratio, assets under management (AUM), and 3-year NAV total return. The ETFs listed range from broad market funds to sector-specific healthcare and pharmaceutical funds, offering investors diverse options to gain exposure to Viatris, Inc.
Franklin Resources, Inc. (BEN) Stock forecasts
Franklin Resources (BEN) reached record managed assets of $1.798 trillion at the end of July 2026, primarily in equity, fixed-income, and alternative funds. Morningstar assesses the shares as slightly overvalued, providing investment services for individual and institutional investors. The report details the asset allocation of the company's funds.
Pimco Corporate & Income Opportunity Fund (NYSE:PTY) Shares Cross Below 200 Day Moving Average - Here's Why
Shares of Pimco Corporate & Income Opportunity Fund (NYSE:PTY) dropped below their 200-day moving average, trading as low as $11.84. The fund recently announced a monthly dividend of $0.1188 per share, representing an annualized yield of 12.0%. Institutional investors hold 10.25% of the stock, with several firms increasing their stakes.
Invesco Ltd. (NYSE:IVZ) Receives Average Rating of "Hold" from Brokerages
Invesco Ltd. (NYSE:IVZ) has received a consensus "Hold" rating from fifteen brokerages, with an average 12-month price target of $30.12, which is below its current share price of $31.38. The company recently surpassed quarterly earnings expectations, reporting $0.71 EPS against a $0.67 consensus and revenue of $1.33 billion, a 20.5% year-over-year increase. Despite strong revenue growth, Invesco posted a negative net margin and declared a quarterly dividend of $0.215 per share, yielding 2.7%.
ETFs Investing in SS&C Technologies Holdings, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of SS&C Technologies Holdings, Inc. It provides detailed financial information for each ETF, including market value, weight, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The ETFs cover a range of investment strategies, such as total market, extended market, mid-cap, large-cap, small-cap value, high dividend yield, and information technology.
Which Consumer Staples ETF Is Better, Fidelity's FSTA or Invesco's PBJ?
This article compares two consumer staples ETFs, Fidelity's FSTA and Invesco's PBJ, to help investors decide which is a better buy. It details their expense ratios, performance metrics, dividend yields, and top holdings, concluding that FSTA generally offers more advantages despite its concentration in mega-cap stocks. The analysis provides a snapshot of each fund's characteristics and investment strategy.
ETFs Investing in Uniti Group Inc. Stocks
This article lists various ETFs that include Uniti Group Inc. (A41A1A) stocks in their holdings. The ETFs are sorted by market value and include details such as issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The list provides a comprehensive overview for investors looking into funds with exposure to Uniti Group Inc.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Invesco Water Resources ETF(PHO) Holding History
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co currently holds 0 shares of Invesco Water Resources ETF (PHO), representing 0% of its stock portfolio. Despite past transactions involving 198,306 shares bought and sold at average prices of $72.06 and $71.19 respectively, the estimated gain on PHO holdings is a loss of $-172,526.22, or -1.21%. The initial trade occurred in Q4 2025.
Invesco's PEY ETF outperforms with a dividend-growth filter, offering higher returns and reliable income.
Invesco's High Yield Equity Dividend Achievers ETF (PEY) employs a strategy of selecting dividend-growing stocks with at least a decade of consistent dividend increases, filtering for high yield to avoid risky cuts. This approach has led to significant outperformance against the S&P 500 in 2026, delivering a 24.68% year-to-date return and a 4.11% dividend yield. The ETF focuses on stable companies like Verizon, Johnson & Johnson, and McDonald's, making it suitable for income-focused investors seeking growth and monthly payouts, though tax implications and sector concentration should be considered.
Invesco: Managed Assets Pull Back on Equity Market Losses; Shares Slightly Overvalued
Invesco's managed assets decreased by 0.9% to $2.447 trillion in July due to weaker equity markets, though this was partially offset by $8.6 billion in net inflows for long-term assets. The article suggests that Invesco's shares are slightly overvalued. This report updates previous analyses on Invesco's AUM growth and earnings.
Rising Equity Markets and Continued Inflows Spur Invesco's AUM Growth
Invesco's assets under management (AUM) have grown due to rising equity markets and consistent inflows. This growth highlights Invesco's historical strength as a top asset manager, despite previously operating with below-average profitability due to its retail-centric platform. The article also mentions previous reports by the same author noting fluctuations in Invesco's AUM due to market conditions.
INVESCO Ltd. stock underperforms Tuesday when compared to competitors
INVESCO Ltd. (IVZ) stock fell 1.20% to $31.36 on Tuesday, underperforming the broader market as the S&P 500 Index and Dow Jones Industrial Average also declined. The stock closed 3.66% below its 52-week high of $32.55, achieved on August 6th.
Adamas Trust (NASDAQ:ADAM) Hits New 12-Month High - Still a Buy?
Adamas Trust (NASDAQ:ADAM) recently hit a new 52-week high of $10.14, trading near $10.24, with its previous close at $9.79. Analyst sentiment is a "Moderate Buy" with a $9.50 price target, despite some firms maintaining or downgrading to "Hold" or "Neutral." The company surpassed earnings expectations with $0.30 EPS against an anticipated $0.25 and increased its quarterly dividend to $0.27, providing a 10.5% annualized yield.
