13F

IVZ Invesco Ltd.

2026Q1 · CUSIP G491BT108 · Sector: Financials

🟡 Cooling · Breadth rolling over
Holders
626
Δ holders QoQ
+3
Breadth percentile
Top 50%
Whale holders
233
Δ whales
-2
Inst. holding value
$10.1B
New positions
93
Closed positions
90
Price momentum (1Q)
Put / Call
9/13

Breadth history (34 quarters)

2018Q1: Δ-23 · h=571 2018Q2: Δ-21 · h=550 2018Q3: Δ-5 · h=545 2018Q4: Δ-24 · h=521 2019Q1: Δ-10 · h=511 2019Q2: Δ+5 · h=516 2019Q3: Δ-6 · h=510 2019Q4: Δ+2 · h=512 2020Q1: Δ-17 · h=495 2020Q2: Δ-53 · h=442 2020Q3: Δ+5 · h=447 2020Q4: Δ+54 · h=501 2021Q1: Δ+23 · h=524 2021Q2: Δ+28 · h=552 2021Q3: Δ-3 · h=549 2021Q4: Δ+14 · h=563 2022Q1: Δ-41 · h=522 2022Q2: Δ-12 · h=510 2022Q3: Δ-12 · h=498 2022Q4: Δ+6 · h=504 2023Q1: Δ+4 · h=508 2023Q2: Δ-34 · h=474 2023Q3: Δ+15 · h=489 2023Q4: Δ+4 · h=493 2024Q1: Δ-1 · h=492 2024Q2: Δ-18 · h=474 2024Q3: Δ+15 · h=489 2024Q4: Δ+37 · h=526 2025Q1: Δ-8 · h=518 2025Q2: Δ+4 · h=522 2025Q3: Δ+44 · h=566 2025Q4: Δ+57 · h=623 2026Q1: Δ+3 · h=626 2018Q1: holders=571 2018Q2: holders=550 2018Q3: holders=545 2018Q4: holders=521 2019Q1: holders=511 2019Q2: holders=516 2019Q3: holders=510 2019Q4: holders=512 2020Q1: holders=495 2020Q2: holders=442 2020Q3: holders=447 2020Q4: holders=501 2021Q1: holders=524 2021Q2: holders=552 2021Q3: holders=549 2021Q4: holders=563 2022Q1: holders=522 2022Q2: holders=510 2022Q3: holders=498 2022Q4: holders=504 2023Q1: holders=508 2023Q2: holders=474 2023Q3: holders=489 2023Q4: holders=493 2024Q1: holders=492 2024Q2: holders=474 2024Q3: holders=489 2024Q4: holders=526 2025Q1: holders=518 2025Q2: holders=522 2025Q3: holders=566 2025Q4: holders=623 2026Q1: holders=626 -57 -28.5 +0 +28.5 +57 397528658 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 7 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 8%
2025Q3 Top 5%
2024Q4 Top 14%
2023Q3 Top 12%
2021Q2 Top 9%
2021Q1 Top 15%
2020Q4 Top 11%

Options Sentiment

Put holders
9
QoQ: -6
Call holders
13
QoQ: -4

See methodology →