Jefferies Group's IVZ Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 162,270 shares of Invesco Ltd. (IVZ) worth $3.72 M, representing 0.02% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IVZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 794,760 shares. Largest reduction occurred in Q2 2025, reducing 744,998 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +156,689 | New Buy | 156,689 | $16.40 |
| Q2 2023 | -156,689 | Sold Out | 156,689 | $0.00 |
| Q1 2025 | +951,449 | New Buy | 951,449 | $15.17 |
| Q2 2025 | -744,998 | Reduce 78.30% | 206,451 | $15.77 |
| Q3 2025 | -44,181 | Reduce 21.40% | 162,270 | $22.94 |
Jefferies Group's Invesco Investment FAQs
Jefferies Group first purchased Invesco Ltd. (IVZ) in Q1 2023, acquiring 156,689 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Invesco Ltd. (IVZ) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Invesco Ltd. (IVZ) was in Q1 2025, adding 951,449 shares worth $14.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 162,270 shares of Invesco Ltd. (IVZ), valued at approximately $3.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Invesco Ltd. (IVZ) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Invesco Ltd. (IVZ) was 951,449 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.