Alyeska Investment Group
IVZ icon

Alyeska Investment Group’s Invesco IVZ Stock Holding History

Alyeska Investment Group’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,167,558
Closed -$28.4M – 729
2026
Q1 		$28.4M Buy
+1,167,558
New +$30.5M 0.08% 269
2025
Q4 		– Sell
-1,515,987
Closed -$34.8M – 657
2025
Q3 		$34.8M Buy
+1,515,987
New +$31.5M 0.11% 216
2023
Q3 		– Sell
-1,000,000
Closed -$16.8M – 557
2023
Q2 		$16.8M Sell
1,000,000
-757,800
-43% -$12.2M 0.13% 214
2023
Q1 		$28.8M Buy
+1,757,800
New +$31.4M 0.25% 121
2021
Q2 		– Sell
-335,068
Closed -$8.45M – 783
2021
Q1 		$8.45M Buy
+335,068
New +$7.51M 0.11% 230
2019
Q2 		– Sell
-29,753
Closed -$575K – 480
2019
Q1 		$575K Buy
+29,753
New +$556K 0.01% 340
2017
Q4 		– Sell
-45,362
Closed -$1.59M – 483
2017
Q3 		$1.59M Sell
45,362
-11,557
-20% -$395K 0.01% 382
2017
Q2 		$2M Buy
+56,919
New +$1.86M 0.02% 351
2016
Q4 		– Sell
-97,964
Closed -$3.06M – 501
2016
Q3 		$3.06M Buy
+97,964
New +$2.88M 0.03% 365
2016
Q1 		– Sell
-74,406
Closed -$2.49M – 422
2015
Q4 		$2.49M Sell
74,406
-1,159,196
-94% -$38M 0.03% 292
2015
Q3 		$38.5M Buy
1,233,602
+202,018
+20% +$7.19M 0.45% 81
2015
Q2 		$38.7M Buy
1,031,584
+69,269
+7% +$2.77M 0.44% 80
2015
Q1 		$38.2M Buy
962,315
+270,883
+39% +$10.6M 0.53% 42
2014
Q4 		$27.3M Sell
691,432
-106,197
-13% -$4.18M 0.47% 71
2014
Q3 		$31.5M Buy
797,629
+7,240
+0.9% +$285K 0.65% 31
2014
Q2 		$29.8M Buy
790,389
+15,103
+2% +$546K 0.66% 26
2014
Q1 		$28.7M Buy
+775,286
New +$26.9M 0.79% 23

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group's IVZ Position: Q2 2026 in Review

Alyeska Investment Group sold out of Invesco (IVZ) in Q2 2026, closing a stake of 1,167,558 shares — an estimated $28.4M sold.

Alyeska Investment Group first reported a position in IVZ in Q1 2014 and held it in 17 quarters. The position peaked at $38.7M in Q2 2015. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Alyeska Investment Group reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Alyeska Investment Group sold 1,167,558 Invesco shares in Q2 2026, an estimated $28.4M.
  • Alyeska Investment Group first reported a position in Invesco in Q1 2014 and held it in 17 quarters.
  • Alyeska Investment Group's Invesco position peaked at $38.7M in Q2 2015.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Alyeska Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.