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Aquatic Capital Management’s Invesco IVZ Stock Holding History

Aquatic Capital Management’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 		$1.3M Buy
+49,402
New +$1.31M 0.04% 486
2025
Q2 		– Sell
-8,692
Closed -$132K – 1388
2025
Q1 		$132K Sell
8,692
-96,327
-92% -$1.64M ﹤0.01% 1018
2024
Q4 		$1.84M Buy
+105,019
New +$1.87M 0.05% 395
2024
Q3 		– Sell
-11,200
Closed -$168K – 1344
2024
Q2 		$168K Sell
11,200
-71,900
-87% -$1.11M 0.01% 793
2024
Q1 		$1.38M Buy
83,100
+27,900
+51% +$450K 0.05% 329
2023
Q4 		$985K Buy
+55,200
New +$796K 0.03% 479
2023
Q2 		– Sell
-49,600
Closed -$813K – 1543
2023
Q1 		$813K Buy
+49,600
New +$885K 0.05% 317
2022
Q1 		– Sell
-3,200
Closed -$74K – 1289
2021
Q4 		$74K Buy
+3,200
New +$77.9K 0.14% 193

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 $3.38T AUM 44.17% 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

Aquatic Capital Management's IVZ Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Invesco (IVZ) in Q2 2026: 49,402 shares worth $1.3M. The stake represents 0.04% of the portfolio and ranks #486 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in IVZ as recently as Q1 2025.

Aquatic Capital Management first reported a position in IVZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.84M in Q4 2024. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Aquatic Capital Management held 49,402 shares of Invesco worth $1.3M as of Q2 2026.
  • Invesco was a new Aquatic Capital Management position in Q2 2026.
  • Invesco made up 0.04% of Aquatic Capital Management's portfolio in Q2 2026, its #486 holding.
  • Aquatic Capital Management first reported a position in Invesco in Q4 2021 and has held it in 8 quarters since.
  • Aquatic Capital Management's Invesco position peaked at $1.84M in Q4 2024.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.