Fund shareholders of Invesco Ltd
ISIN BMG491BT1088 · United States · LEI ECPGFXU8A2SHKVVGJI15
- Fund shareholders
- 572
- Of which ETFs
- 166 406 other funds
- Value held
- 3.9B $ 5.3M € · 21.8M SEK
- Share of capital
- 35.5 % of 441.5M shares on Jun 30, 2026
572 funds hold this company. This table lists the 571 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 17,977 | 436.7K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 17,823 | 467.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,695 | 429.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 17,370 | 456.1K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 17,172 | 450.9K $ | 0.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 16,890 | 443.5K $ | 1.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 16,885 | 410.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 16,807 | 408.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Direxion Daily S&P 500 High Beta Bull 3X Shares Direxion Shares ETF Trust | 16,712 | 438K $ | 0.56 % | 0.00 % | as of Apr 30, 2026 ↗ |
| GMO U.S. Equity Fund GMO TRUST | 16,566 | 435K $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Global Financials ETF iShares Trust | 16,531 | 401.5K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 16,244 | 425.8K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 16,243 | 394.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 15,742 | 382.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 15,584 | 378.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 15,461 | 375.5K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 15,213 | 369.5K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 14,993 | 393K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 14,455 | 378.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 14,454 | 378.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,319 | 347.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 14,303 | 374.9K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 14,276 | 346.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 14,132 | 371.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 14,100 | 342.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 12,621 | 331.4K $ | 0.16 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 12,603 | 306.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 12,402 | 301.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 12,289 | 322.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 12,171 | 319K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 12,048 | 315.8K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SFT Index 500 Fund Securian Funds Trust | 12,002 | 291.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST | 11,919 | 289.5K $ | 0.56 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 11,836 | 310.2K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 11,740 | 285.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 11,614 | 282.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 11,534 | 302.9K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds | 11,200 | 272K $ | 0.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 11,118 | 292K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 11,062 | 268.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 11,025 | 289K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 11,014 | 267.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 11,000 | 267.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 10,989 | 288.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 10,911 | 286.5K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 10,899 | 285.7K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| GMO U.S. Opportunistic Value Fund GMO TRUST | 10,760 | 282.6K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 10,747 | 281.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Allspring Index Fund ALLSPRING FUNDS TRUST | 10,609 | 257.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 10,606 | 257.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,601 | 278.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 10,579 | 257K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 10,531 | 255.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Green Century Balanced Fund GREEN CENTURY FUNDS | 10,364 | 271.6K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,300 | 270.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 10,122 | 265.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 10,073 | 244.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 10,011 | 262.4K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 9,855 | 239.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 9,814 | 257.2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 9,175 | 240.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 9,121 | 239.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 9,000 | 236.3K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Large Capital Growth Fund VALIC Co I | 8,781 | 230.6K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 8,715 | 211.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 8,476 | 205.9K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 8,361 | 203.1K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 8,320 | 202.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 8,301 | 217.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 7,952 | 193.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 7,924 | 208.1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 7,863 | 206.5K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 7,777 | 204.2K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF Pacer Funds Trust | 7,727 | 202.5K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 7,669 | 186.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 7,616 | 185K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 7,534 | 183K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 7,524 | 182.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 7,508 | 182.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 7,453 | 195.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 7,400 | 194.3K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 7,274 | 191K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 7,182 | 174.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 7,165 | 174K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 7,075 | 185.8K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 6,967 | 169.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 6,902 | 181.2K $ | 0.08 % | 0.00 % | as of Feb 27, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 6,862 | 166.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 6,818 | 165.6K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 Pure Value Fund Rydex Variable Trust | 6,764 | 164.3K $ | 0.84 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Clearwater Core Equity Fund Clearwater Investment Trust | 6,560 | 159.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 6,500 | 157.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 6,352 | 154.3K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 6,340 | 166.5K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,196 | 150.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 6,004 | 145.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 5,968 | 145K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 5,895 | 143.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GMO Implementation Fund GMO TRUST | 5,861 | 153.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 5,456 | 132.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| GVCGAESCO MULTINACIONAL, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 4.52 % | as of Dec 31, 2025 ↗ |
| Adaptiv Select ETF Series Portfolios Trust | 4.12 % | as of Apr 30, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 4.02 % | as of Mar 31, 2026 ↗ |
| Guinness Atkinson US Dividend Builder ETF GUINNESS ATKINSON FUNDS | 3.18 % | as of Mar 31, 2026 ↗ |
| Olstein Strategic Opportunities Fund Managed Portfolio Series | 3.08 % | as of Mar 31, 2026 ↗ |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 3.01 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Growth and Income Series Delaware VIP Trust | 2.90 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 2.80 % | as of Apr 30, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | 2.75 % | as of Mar 31, 2026 ↗ |
| AB Mid Cap Value Portfolio AB CAP FUND, INC. | 2.59 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 557 | +24 | 156,609,285 | +4.8 % |
| 2026Q1 | 533 | +16 | 149,463,526 | +0.3 % |
| 2025Q4 | 517 | +7 | 149,014,185 | -6.3 % |
| 2025Q3 | 510 | +22 | 159,109,691 | +4.6 % |
| 2025Q2 | 488 | +27 | 152,050,511 | +10.6 % |
| 2025Q1 | 461 | -16 | 137,425,330 | -5.7 % |
| 2024Q4 | 477 | -1 | 145,699,076 | -0.3 % |
| 2024Q3 | 478 | -4 | 146,209,944 | +4.8 % |
| 2024Q2 | 482 | -7 | 139,518,821 | +8.1 % |
| 2024Q1 | 489 | -40 | 129,079,954 | -9.5 % |
| 2023Q4 | 529 | 142,689,971 |
Cite this page
Titelia. "Fund shareholders of Invesco Ltd". https://titelia.com/en/stocks/invesco-ltd-BMG491BT1088