Invesco Ltd.

IVZ: Bearish (-0.416)

marketscreener.com•7/13/2026

BMO Capital Adjusts Invesco Price Target to $34 From $31, Maintains Outperform Rating

www.marketscreener.com•7/13/2026

Invesco Ltd. - Invesco Ltd: Form 8.3 - Prologis Inc; Public dealing disclosure

Neutral (0.084)

mergers and acquisitions

IVZ: Neutral (0.041)

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Y.D. More Investments Ltd Sells 35,226 Shares of Invesco QQQ $QQQ

Somewhat-Bullish (0.186)

Invesco Senior Income Trust To Go Ex-Dividend On July 14th, 2026 With 0.029 USD Dividend Per Share

Invesco Senior Income Trust (VVR) is scheduled to go ex-dividend on July 14, 2026, with a dividend payout of $0.029 per share. Investors must own shares before this date to be eligible for the dividend. The trust aims for high current income through a diversified portfolio.

Somewhat-Bullish (0.348)

IVZ: Somewhat-Bullish (0.327)

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Teachers Retirement System of The State of Kentucky Buys 925,300 Shares of Invesco Ltd. $IVZ

The Teachers Retirement System of The State of Kentucky significantly increased its stake in Invesco Ltd. (NYSE:IVZ) by purchasing 925,300 additional shares in the first quarter, bringing its total holdings to 960,441 shares valued at $23.33 million. Other major institutional investors like Vanguard, State Street, and AQR also expanded their positions, with institutional ownership now at 66.09%. Although Invesco recently missed EPS and revenue estimates, the company raised its quarterly dividend to $0.215 per share, offering a 3.0% annualized yield.

Somewhat-Bullish (0.153)

IVZ: Somewhat-Bullish (0.282)

Kestra Advisory Services LLC Boosts Holdings in Vistra Corp. $VST

Kestra Advisory Services LLC significantly increased its stake in Vistra Corp. by 132.7% in the first quarter, now holding 92,117 shares valued at $13.85 million. This reflects a broader trend of high institutional ownership in Vistra, with major firms like Vanguard and State Street also expanding their positions. The company has strong analyst support with a consensus "Buy" rating and recently reported impressive quarterly earnings, beating estimates and increasing its dividend.

Somewhat-Bullish (0.200)

Sumitomo Mitsui Trust Group Inc. Sells 13,965 Shares of Principal Financial Group, Inc. $PFG

Sumitomo Mitsui Trust Group Inc. reduced its stake in Principal Financial Group, Inc. (NASDAQ:PFG) by 2.7% during the first quarter, selling 13,965 shares and owning 509,894 shares valued at $45,947,000. Other institutional investors also modified their holdings, with significant increases from Bank of America Corp DE and Invesco Ltd. The article also details Principal Financial Group's stock performance, recent earnings, an increased quarterly dividend, and insider share sales.

Somewhat-Bullish (0.156)

IVZ: Somewhat-Bullish (0.178)

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富途牛牛•7/13/2026

Invesco Senior Income Trust To Go Ex-Dividend On July 14th, 2026 With 0.029 USD Dividend Per Share

Invesco Senior Income Trust (VVR) is scheduled to go ex-dividend on July 14th, 2026. Shareholders as of that date will be eligible for a dividend payment of $0.029 per share. This announcement is significant for investors tracking dividend income from the trust.

Somewhat-Bullish (0.163)

IVZ: Somewhat-Bullish (0.310)

Relevance 0.807

富途牛牛•7/13/2026

Invesco Advantage Municipal Income Trust II To Go Ex-Dividend On July 14th, 2026 With 0.0559 USD Dividend Per Share

Invesco Advantage Municipal Income Trust II (VKI) has announced an ex-dividend date of July 14th, 2026, with a dividend payment of 0.0559 USD per share. Investors on record before this date will be eligible for the upcoming dividend distribution. This information is crucial for shareholders and potential investors tracking the trust's dividend schedule.

Neutral (-0.083)

IVZ: Neutral (-0.111)

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Citizens National Bank Trust Department Takes $1.25 Million Position in Amcor PLC $AMCR

Citizens National Bank Trust Department has initiated a $1.25 million position in Amcor PLC, acquiring 31,474 shares in the first quarter. Amcor (NYSE:AMCR) reported Q1 EPS of $0.96 and revenue of $5.91 billion, exceeding analyst sales estimates, and pays a quarterly dividend of $0.65 per share, yielding approximately 6.0%. Analysts currently rate Amcor as a "Moderate Buy" with an average target price of $48.

TradingView•7/13/2026

ETFs Investing in Krispy Kreme, Inc. Stocks

This article lists several Exchange Traded Funds (ETFs) that hold Krispy Kreme, Inc. (DNUT) stocks. It provides a table detailing each ETF's market value, weight of DNUT in its portfolio, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The ETFs listed mainly focus on small-cap and consumer discretionary sectors.

Somewhat-Bullish (0.165)

IVZ: Somewhat-Bullish (0.182)

Relevance 0.612

Simply Wall Street•7/13/2026

Should Invesco’s Rising AUM and Treasury ETF Expansion Require Action From IVZ Investors?

Invesco recently reported strong preliminary month-end assets under management (AUM) of US$2.47 trillion, driven by significant net long-term inflows and money market inflows, despite foreign exchange headwinds. Concurrently, the company expanded its BulletShares Treasury Bond ETF range, indicating a growing focus on fixed income ETFs. While these developments reinforce Invesco's narrative for ETF-led AUM growth, investors should consider the ongoing risk of revenue yield compression as the company leans into lower-margin products.

Neutral (0.140)

IVZ: Somewhat-Bullish (0.276)

TradingView•7/13/2026

ETFs Investing in Exagen, Inc. Stocks

This article identifies ETFs that hold stocks of Exagen, Inc. (E08A), a medical/nursing services company. It lists two specific ETFs, iShares Microcap ETF (IWC) and Invesco NASDAQ Future Gen 200 ETF (QQQS), detailing their market value, weight of Exagen stock, issuer, management style, expense ratio, AUM, and performance metrics. The content suggests these ETFs offer a more accessible and lower-risk way to invest in stocks like Exagen.

Somewhat-Bullish (0.179)

IVZ: Somewhat-Bullish (0.192)

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ETFs Investing in Brookfield Real Assets Income Fund Inc of Benef. Interest Stocks

This article identifies several ETFs that invest in Brookfield Real Assets Income Fund Inc. of Benef. Interest stocks, also known by the ticker RA. It provides a table detailing these funds, including their market value, weight of RA stock in their portfolio, issuer, management style, expense ratio, AUM, price, change, relative volume, and 3-year NAV total return. The ETFs highlighted are Amplify CEF High Income ETF, Rareview Dynamic Fixed Income ETF, and First Trust Income Opportunities ETF.

ETFs Investing in Independent Bank Corporation Stocks

This article provides a list of Exchange Traded Funds (ETFs) that hold Independent Bank Corporation (IBCP) stocks, sorted by market value. It details various ETFs, including their market value, weight, issuer, management style, focus, expense ratio, assets under management (AUM), price, and 3-year NAV total return. The information aims to help investors identify ETFs that offer exposure to IBCP with varying levels of risk and investment strategies.

ETFs Investing in Invesco Senior Income Trust Shs of Benef Interest Stocks

This article identifies several ETFs that hold shares of Invesco Senior Income Trust (VVR). The list provides key financial data for each ETF, including market value, weight of VVR in the ETF, issuer, management style, expense ratio, AUM, price, change, relative volume, and 3-year NAV total return. This information helps investors compare different ETFs that offer exposure to Invesco Senior Income Trust.

Neutral (-0.056)

IVZ: Neutral (-0.093)

Relevance 0.808

ETFs Investing in ChipMOS Technologies, Inc. Sponsored ADR Stocks

This article lists several ETFs that hold ChipMOS Technologies, Inc. Sponsored ADR stocks (IMOS). It provides key details for each fund, including market value, weight of IMOS stock, issuer, management style, expense ratio, AUM, price changes, relative volume, and 3-year total return. The information aims to help investors find accessible and lower-risk opportunities within ETFs that include IMOS.

ETFs Investing in Block, Inc. Class A Stocks

This article lists various ETFs that hold Block, Inc. Class A stocks, providing details such as market value, weight, issuer, management style, expense ratio, and 3-year NAV total return. The ETFs listed represent a range of investment strategies, from passive total market and large-cap funds to active theme-based and sector-specific funds, offering diverse investment opportunities with varying risk profiles.

IVZ: Somewhat-Bullish (0.201)

ETFs Investing in Motorcar Parts of America, Inc. Stocks

This article lists several Exchange Traded Funds (ETFs) that hold stocks of Motorcar Parts of America, Inc. It provides a detailed table including each ETF's market value, weight of Motorcar Parts of America stock, issuer, management style, focus, expense ratio, assets under management (AUM), and price performance. The ETFs primarily focus on small-cap and small-cap value investments, making them accessible options for investors interested in this sector.

TradingView•7/11/2026

ETFs Investing in BorgWarner Inc. Stocks

This article lists Exchange Traded Funds (ETFs) that hold BorgWarner Inc. (0HOU) stocks, providing details such as market value, weight, issuer, management style, expense ratio, AUM, price change, and 3-year NAV total return for each fund. The funds cover a range of investment strategies, including total market, mid-cap, small-cap, value, growth, and theme-specific investments like electric vehicles. The information aims to help investors identify accessible and diversified investment opportunities related to BorgWarner Inc.

Somewhat-Bullish (0.227)

finance

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Stock Traders Daily•7/11/2026

Trading the Move, Not the Narrative: (IMFL) Edition

This article provides an AI-driven analysis for Invesco International Developed Dynamic Multifactor Etf (NASDAQ: IMFL), highlighting a neutral near and mid-term outlook with a potentially moderating long-term positive bias. It identifies a mid-channel oscillation pattern and an exceptional short setup with a 16.7:1 risk-reward ratio, targeting a 4.8% downside. The report outlines specific institutional trading strategies including long entry, breakout, and risk hedging, along with multi-timeframe signal analysis.

Integrated Advisors Network LLC Has $359,000 Stock Holdings in Sterling Infrastructure, Inc. $STRL

Integrated Advisors Network LLC significantly reduced its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 75.7% in the first quarter, now holding 881 shares valued at $359,000. Despite this, institutional ownership remains high at 80.95%, with major firms like State Street and Invesco holding substantial positions. Sterling Infrastructure posted strong quarterly results, beating EPS and revenue estimates, and analysts maintain a "Buy" consensus with an average price target of $720.67.

The Globe and Mail•7/11/2026

J.P. Morgan Reaffirms Their Sell Rating on T Rowe Price (TROW)

J.P. Morgan analyst Ken Worthington has reaffirmed a Sell rating on T Rowe Price (TROW) with a $107.00 price target, despite the company reporting increased quarterly revenue and net profit. The analyst has a 3-star rating with a 47.45% success rate. The overall analyst consensus for TROW is a Moderate Sell with an average price target of $100.50, and corporate insider sentiment is negative due to increased selling activity.

SEI Investments Co (STU:SI3) Shiller PE Ratio : (As of Jul. 10, 2026)

GuruFocus reports on SEI Investments Co (STU:SI3)'s Shiller PE Ratio, noting that as of July 10, 2026, the stock appears overvalued. The article explains the Shiller PE Ratio as a more accurate valuation metric for cyclical businesses compared to the regular PE Ratio, smoothing out profit margin fluctuations over a 10-year period. It also provides historical data, comparisons within the Asset Management industry, and the calculation methodology for SEI Investments Co's specific ratio.

Stock Titan•7/11/2026

Invesco AUM hits $2.47T with $8B long-term inflows | IVZ Stock News

Invesco (NYSE: IVZ) announced its preliminary month-end assets under management (AUM) reached $2.47 trillion as of June 30, 2026, marking a 0.7% increase from May. The growth was fueled by $8.0 billion in net long-term inflows and $14.3 billion in money market net inflows, along with a positive $9.0 billion impact from market returns. However, currency fluctuations reduced AUM by $6.4 billion.

Somewhat-Bullish (0.253)

IVZ: Somewhat-Bullish (0.255)

TradingView•7/11/2026

BMVP Stock Fund Price and Chart — AMEX:BMVP

The Invesco Bloomberg MVP Multi-factor ETF (BMVP) tracks an index of 50 US large-cap stocks selected for strong momentum, low volatility, inexpensive valuations, and high profitability. The fund has assets under management of $100.97 million and an expense ratio of 0.29%. BMVP trades at a slight premium to its NAV and pays a dividend with a yield of 0.99%.

Somewhat-Bullish (0.211)

IVZ: Neutral (0.103)

Relevance 0.601

TradingView•7/11/2026

ETFs Investing in Brighthouse Financial, Inc. Stocks

This article lists several ETFs that hold Brighthouse Financial, Inc. stocks, providing key financial data for each fund. The data includes market value, weight of Brighthouse in the fund, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The information helps investors identify ETFs with exposure to Brighthouse Financial, Inc. stocks and understand their characteristics.

Somewhat-Bullish (0.152)

IVZ: Somewhat-Bullish (0.162)

Relevance 0.628

Stock Traders Daily•7/10/2026

How Invesco Advantage Municipal Income Trust Ii Of Beneficial Interest (de) (VKI) Affects Rotational Strategy Timing

Invesco Advantage Municipal Income Trust Ii Of Beneficial Interest (de) (NYSE: VKI) shows a near-term neutral sentiment amidst mid and long-term strength, with a mid-channel oscillation pattern. The article details institutional trading strategies, including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis indicating support and resistance levels for various periods.

Invesco's assets under management rise 0.7% to $2.47 trillion in June 2026

Invesco Ltd. announced a 0.7% increase in its assets under management (AUM) for June 2026, reaching $2.47 trillion. This growth was driven by net long-term inflows of $8 billion and money market inflows of $14.3 billion, along with favorable market returns contributing an additional $9 billion. Despite a reduction of $6.4 billion due to currency fluctuations, the firm's AUM saw a overall rise.

Investing.com•7/10/2026

Invesco reports June AUM of $2.47 trillion, up 0.7%

Invesco reported preliminary assets under management (AUM) of $2.47 trillion as of June 30, a 0.7% increase from the previous month. The asset manager experienced net long-term inflows of $8.0 billion and money market net inflows of $14.3 billion, with favorable market returns adding $9 billion to AUM growth. The company's stock has surged 70% over the past year and analysts maintain optimistic ratings and price targets.

Stock Titan•7/10/2026

Invesco (NYSE: IVZ) posts $2.47T in AUM with June net inflows

Invesco Ltd. reported preliminary assets under management (AUM) of $2.470.3 billion as of June 30, 2026, marking a 0.7% increase from the previous month. This growth was driven by $8.0 billion in net long-term inflows and $14.3 billion in money market net inflows, along with $9.0 billion from favorable market returns. FX movements reduced AUM by $6.4 billion, partially offset by $1.6 billion in reinvested distributions.

Somewhat-Bullish (0.346)

IVZ: Somewhat-Bullish (0.345)

marketscreener.com•7/10/2026

TradingView•7/10/2026

Invesco Announces June AUM $2,470.3B, $8.0B Long‑Term Inflows

Invesco announced its preliminary month-end assets under management (AUM) for June 2026 reached $2,470.3 billion, an increase of 0.7% from May. The firm also reported $8.0 billion in net long-term inflows and $14.3 billion in money market net inflows. Market returns positively impacted AUM by $9.0 billion, while foreign exchange movements reduced it by $6.4 billion.

TradingView•7/10/2026

ETFs Investing in Civista Bancshares, Inc. Stocks

This article lists various Exchange Traded Funds (ETFs) that hold Civista Bancshares, Inc. (A14SSR) stocks, sorted by market value. It provides details for each ETF, including its 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, from passive to active, and focus on small-cap, financial, and total market sectors.

JPMorgan Adjusts Price Target on Invesco to $29 From $27.50

JPMorgan has increased its price target for Invesco (IVZ) shares to $29 from $27.50. This adjustment was reported on July 10, 2026, by MT Newswires.

Sumitomo Mitsui Trust Group Inc. Has $157.21 Million Stock Holdings in Marathon Petroleum Corporation $MPC

Sumitomo Mitsui Trust Group Inc. reduced its stake in Marathon Petroleum Corporation by 6.2% in the first quarter, selling 42,691 shares but still holding 643,815 shares valued at approximately $157.2 million. Despite this reduction, Marathon Petroleum reported strong quarterly results, beating EPS and revenue expectations, and offers a quarterly dividend of $1.00 per share. Analyst sentiment remains largely positive, with a consensus rating of "Moderate Buy" and an average price target of $272.62.

Somewhat-Bullish (0.215)

Sumitomo Mitsui Trust Group Inc. Has $156.60 Million Stock Holdings in Coca-Cola Europacific Partners $CCEP

Sumitomo Mitsui Trust Group Inc. reduced its stake in Coca-Cola Europacific Partners (NASDAQ:CCEP) by 13.2% in the first quarter, selling 263,652 shares, but still holds 1,727,111 shares valued at approximately $156.6 million. Other institutional investors like Invesco Ltd. and Boston Partners increased their holdings, with overall institutional ownership at 31.35%. Analysts maintain a largely positive outlook with an average price target of $107.12, while the stock trades near its 52-week high, having recently opened at $105.09.

Ibex Wealth Advisors Boosts Holdings in Invesco Ltd. $IVZ

Ibex Wealth Advisors significantly increased its stake in Invesco Ltd. during the first quarter, raising its holdings by 1,532.3% to 271,581 shares. Other institutional investors have also adjusted their positions, resulting in institutions now owning 66.09% of the company's stock. Despite mixed analyst ratings and a consensus "Hold" rating with a target price of $27.86, Invesco recently raised its quarterly dividend to $0.215 per share.

Somewhat-Bullish (0.292)

IVZ: Somewhat-Bullish (0.254)

MarketBeat•7/10/2026

Hsbc Holdings PLC Takes $5.48 Million Position in FirstCash Holdings, Inc. $FCFS

HSBC Holdings PLC has acquired a new stake in FirstCash Holdings, Inc. worth approximately $5.48 million, accounting for 0.08% of the company. Institutional investors collectively own 80.30% of FirstCash shares. The company recently reported strong quarterly results, beating EPS and revenue estimates, declared a quarterly dividend of $0.42 per share, and holds a consensus analyst rating of "Moderate Buy."

Somewhat-Bullish (0.196)

Janney Montgomery Scott LLC Grows Stock Holdings in Invesco Ltd. $IVZ

Janney Montgomery Scott LLC significantly increased its stake in Invesco Ltd. (NYSE:IVZ) by 147.7% in the first quarter, now owning 82,708 shares valued at $2.009 million. Other institutional investors also adjusted their positions, and Wall Street analysts currently hold an average "Hold" rating for Invesco with an average target price of $27.86. The company recently increased its quarterly dividend to $0.215 per share, representing an annualized dividend of $0.86 and a yield of 3.0%.

Somewhat-Bullish (0.256)

IVZ: Somewhat-Bullish (0.262)

IVZ: Somewhat-Bullish (0.206)

Sahm•7/10/2026

The Bull Case For Corebridge Financial (CRBG) Could Change Following Max Accumulator+ III Index Strategy Expansion

Corebridge Financial has expanded its Max Accumulator+ III index universal life insurance product, adding Nasdaq-100 and S&P 500 High Bonus index strategies. This move aims to improve long-term cash value outcomes and broaden diversification options for customers, reinforcing Corebridge's strategy of combining growth-oriented exposure with optional living benefits. The article suggests this enhancement aligns with Corebridge's investment narrative as a scaled provider of retirement solutions, though near-term catalysts rely on execution in retirement and annuities, with interest income risks still present.

Neutral (0.115)

finance

Relevance 0.602

TradingView•7/9/2026

ETFs Investing in Arbor Realty Trust Inc Stocks

This article lists various ETFs that invest in Arbor Realty Trust Inc. stocks, providing details such as market value, weight, issuer, management style, focus, expense ratio, AUM, price, change, relative volume, and 3-year NAV total return for each fund. The ETFs featured range from passive small-cap and real estate funds to high-dividend yield and financial sector focused investments.

INVESCO Ltd. stock outperforms competitors on strong trading day

Shares of INVESCO Ltd. (IVZ) rose 5.85% to $28.61 on a strong trading day, outperforming the broader market. This gain ended a two-day losing streak for the stock. The S&P 500 Index also saw an increase of 0.81%, and the Dow Jones Industrial Average rose by 0.27%.

Invesco QQQ (NASDAQ:QQQ) Shares Up 1.7% - What's Next?

Shares of Invesco QQQ (NASDAQ:QQQ) rose 1.7% on Thursday, trading as high as $724.23 before closing at $723.28, with lower-than-average volume. Recent coverage largely views QQQ as a "buy-the-dip" vehicle for diversified exposure to AI and mega-cap tech, despite warnings about broader market volatility and concentration risk. The ETF also increased its quarterly dividend to $0.8135 per share, resulting in a 0.4% annualized yield.

Somewhat-Bullish (0.265)

IVZ: Somewhat-Bullish (0.321)

Relevance 0.619

Stock Titan•7/9/2026

Cohen & Steers tops $100B as June inflows add $495M

Cohen & Steers (NYSE:CNS) reported preliminary assets under management (AUM) of $100.1 billion as of June 30, 2026, an increase from $99.5 billion in May. This growth was driven by $611 million in market appreciation and $495 million in net inflows, partially offset by $462 million in distributions. The firm's open-end funds saw significant net inflows, while institutional subadvisory accounts experienced outflows.

Somewhat-Bullish (0.205)

Stock Traders Daily•7/9/2026

IVZ: Neutral (0.122)

Relevance 0.622

(RSPF) Risk Channels and Responsive Allocation

This article provides an AI-generated analysis for Invesco S&p 500 Equal Weight Financials Etf (NASDAQ: RSPF), highlighting strong near and mid-term sentiment and compelling upside potential due to a lack of resistance levels above the current price. It details institutional trading strategies including position, momentum breakout, and risk hedging, alongside a multi-timeframe signal analysis. The analysis offers real-time entry and exit signals, risk-reward ratios, and mobile alerts.

Somewhat-Bullish (0.298)

Invesco KBW Regional Banking ETF (FDIQ) Dividend Yield 2026 & History

This article details the dividend yield and history for the Invesco KBW Regional Banking ETF (FDIQ). It provides current dividend summary information, including an annual dividend of $1.52 per share and a yield of 2.23%. The article also presents historical quarterly dividend payments and allows for comparison against market averages and other financial institutions.

Seeking Alpha•7/9/2026

XMHQ: Quality Mid-Cap Investing Offers Modest Returns In Bullish Conditions

The Invesco S&P MidCap Quality ETF (XMHQ) is rated Hold due to its underperformance compared to the S&P MidCap 400 Index and aggressive strategies in the current bullish market. While its quality-focused approach provides stable, low-volatility returns, XMHQ tends to lag during strong market uptrends, especially with an overweight in sectors like financials. The ETF's expense ratio, low dividend yield, and modest price performance further constrain its quant ranking and return potential despite favorable mid-cap fundamentals.

Nasdaq 100 ETF: BlackRock Launches IQQ To Challenge QQQ - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), iShar

BlackRock has launched a new Nasdaq-100 ETF, the iShares Nasdaq 100 ETF (IQQ), intensifying competition with Invesco's QQQ, which has long dominated the market. This move follows Nasdaq's rule revision allowing faster entry for newly listed companies like SpaceX, enhancing the index's appeal. The increasing competition among major asset managers is expected to benefit investors through lower fees, improved liquidity, and a wider array of products for gaining exposure to technology-heavy portfolios.

Somewhat-Bullish (0.249)