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
2023
Q3 		– Sell
-560,000
Closed -$9.41M – 2496
2023
Q2 		$9.41M Buy
+560,000
New +$9.01M 0.02% 808
2018
Q4 		– Sell
-400,000
Closed -$9.72M – 1557
2018
Q3 		$9.72M Buy
+400,000
New +$10M 0.04% 501

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

Balyasny Asset Management's IVZ Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in Invesco (IVZ) in Q2 2026: 10,347 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #2734 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in IVZ as recently as Q4 2025.

Balyasny Asset Management first reported a position in IVZ in Q3 2013 and has held it in 33 quarters since. The position peaked at $80.3M in Q2 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Balyasny Asset Management held 10,347 shares of Invesco worth $273K as of Q2 2026.
  • Invesco was a new Balyasny Asset Management position in Q2 2026.
  • Invesco made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2734 holding.
  • Balyasny Asset Management first reported a position in Invesco in Q3 2013 and has held it in 33 quarters since.
  • Balyasny Asset Management's Invesco position peaked at $80.3M in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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