Qube Research & Technologies Ltd

Position in IVZ — Invesco Ltd.

CIK 1729829 LONDON, X0

Position in IVZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$141,153,565

+$78,362,750 QoQ

Shares Held

5,348,752

+106.9% QoQ

Ownership

1.21%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#15

of 663 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Qube Research & Technologies Ltd holds $1,498,427,384 across 38 Asset Management names. IVZ ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1			5,901,943	$306,605,938
2	STT	State Street Corp	910,386	$154,401,465
3	IVZ	Invesco Ltd. This page	5,348,752	$141,153,565
4	BLK	BlackRock, Inc.	133,747	$128,605,765
5	NTRS	Northern Trust Corp	698,944	$121,504,424
6	KKR	KKR & Co. Inc.	999,184	$91,705,107
7	AMG	Affiliated Managers Group, Inc.	268,737	$90,940,600
8	TPG	TPG Inc.	2,218,745	$89,970,109

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,153,565	5,348,752	+106.9%	Shares	Sole	2026-08-14
2026-03-31	$62,790,815	2,585,048	+76.5%	Shares	Sole	2026-05-15
2025-12-31	$38,481,005	1,464,827	+130.5%	Shares	Sole	2026-02-17
2025-06-30	$10,021,551	635,482	-57.3%	Shares	Sole	2025-08-14
2025-03-31	$22,552,738	1,486,667	+94.4%	Shares	Sole	2025-05-15
2024-12-31	$13,365,068	764,592	+56.2%	Shares	Sole	2025-02-14
2024-09-30	$8,593,811	489,397	-50.0%	Shares	Sole	2024-11-14
2024-03-31	$16,228,968	978,238	+983.3%	Shares	Sole	2024-05-14
2021-12-31	$2,078,706	90,300	+41.8%	Shares	Sole	2022-02-10
2021-06-30	$1,701,711	63,663	-59.8%	Shares	Sole	2021-08-13
2021-03-31	$3,992,628	158,312	+1387.6%	Shares	Sole	2021-05-14
2020-03-31	$96,629	10,642	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.