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Atom Investors’s Invesco IVZ Stock Holding History

Atom Investors’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
2025
Q3 		– Sell
-22,069
Closed -$348K – 714
2025
Q2 		$348K Buy
+22,069
New +$317K 0.03% 410
2024
Q2 		– Sell
-29,213
Closed -$485K – 573
2024
Q1 		$485K Buy
+29,213
New +$471K 0.06% 336
2023
Q4 		– Sell
-48,060
Closed -$698K – 503
2023
Q3 		$698K Buy
+48,060
New +$774K 0.16% 179
2020
Q4 		– Sell
-15,637
Closed -$178K – 475
2020
Q3 		$178K Buy
+15,637
New +$166K 0.02% 379
2019
Q1 		– Sell
-89,830
Closed -$1.5M – 616
2018
Q4 		$1.5M Buy
+89,830
New +$1.8M 0.15% 174

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atom Investors's IVZ Position: Q3 2025 in Review

Atom Investors sold out of Invesco (IVZ) in Q3 2025, closing a stake of 22,069 shares — an estimated $348K sold.

Atom Investors first reported a position in IVZ in Q4 2018 and held it in 5 quarters. The position peaked at $1.5M in Q4 2018. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Atom Investors reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Atom Investors sold 22,069 Invesco shares in Q3 2025, an estimated $348K.
  • Atom Investors first reported a position in Invesco in Q4 2018 and held it in 5 quarters.
  • Atom Investors's Invesco position peaked at $1.5M in Q4 2018.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.