CM
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Crestline Management’s Invesco IVZ Stock Holding History

Crestline 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
2025
Q1 		– Sell
-51,071
Closed -$893K – 329
2024
Q4 		$893K Buy
+51,071
New +$910K 0.03% 437
2018
Q2 		– Sell
-26,868
Closed -$860K – 261
2018
Q1 		$860K Buy
+26,868
New +$927K 0.11% 162

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Crestline Management's IVZ Position: Q1 2025 in Review

Crestline Management sold out of Invesco (IVZ) in Q1 2025, closing a stake of 51,071 shares — an estimated $893K sold.

Crestline Management first reported a position in IVZ in Q1 2018 and held it in 2 quarters. The position peaked at $893K in Q4 2024. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Crestline Management reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 51,071 Invesco shares in Q1 2025, an estimated $893K.
  • Crestline Management first reported a position in Invesco in Q1 2018 and held it in 2 quarters.
  • Crestline Management's Invesco position peaked at $893K in Q4 2024.
  • 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.