Balyasny Asset Management
IVZ icon

Balyasny Asset Management’s Invesco IVZ Stock Holding History

Balyasny Asset 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
Q1 		– Sell
-200,000
Closed -$5.25M – 3200
2025
Q4 		$5.25M Buy
+200,000
New +$4.88M 0.01% 1366
2021
Q4 		– Sell
-310,000
Closed -$7.47M – 2420
2021
Q3 		$7.47M Buy
+310,000
New +$7.75M 0.03% 684
2021
Q1 		– Sell
-370,000
Closed -$6.45M – 1920
2020
Q4 		$6.45M Buy
+370,000
New +$5.69M 0.04% 572

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Balyasny Asset Management's IVZ Position: Q1 2026 in Review

Balyasny Asset Management sold out of Invesco (IVZ) in Q1 2026, closing a stake of 25,242 shares — an estimated $663K sold.

Balyasny Asset Management first reported a position in IVZ in Q3 2013 and held it in 32 quarters. The position peaked at $80.3M in Q2 2025. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Balyasny Asset Management reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 25,242 Invesco shares in Q1 2026, an estimated $663K.
  • Balyasny Asset Management first reported a position in Invesco in Q3 2013 and held it in 32 quarters.
  • Balyasny Asset Management's Invesco position peaked at $80.3M in Q2 2025.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.