Dark Forest Capital Management’s Invesco IVZ Stock Holding History

Dark Forest 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	$3.11M	Buy	117,895 +95,913	+436%	+$2.54M	0.2%	152
2026 Q1	$534K	Sell	21,982 -67,648	-75%	-$1.77M	0.05%	538
2025 Q4	$2.35M	Buy	89,630 +44,360	+98%	+$1.08M	0.11%	330
2025 Q3	$1.04M	Sell	45,270 -178,262	-80%	-$3.7M	0.04%	726
2025 Q2	$3.53M	Buy	223,532 +99,496	+80%	+$1.43M	0.14%	204
2025 Q1	$1.88M	Buy	+124,036	New	+$2.12M	0.09%	402
2024 Q4	–	Sell	-12,456	Closed	-$219K	–	1128
2024 Q3	$219K	Buy	+12,456	New	+$205K	0.03%	833
2023 Q2	–	Sell	-6,671	Closed	-$109K	–	1216
2023 Q1	$109K	Buy	+6,671	New	+$119K	0.03%	628
2022 Q4	–	Sell	-1,008	Closed	-$14K	–	1315
2022 Q3	$14K	Buy	1,008 +956	+1,838%	+$16.1K	﹤0.01%	681
2022 Q2	$1K	Buy	+52	New	+$984	﹤0.01%	794
2022 Q1	–	Sell	-12	Closed	–	–	1524
2021 Q4	$0	Buy	+12	New	+$292	﹤0.01%	1600
2021 Q3	–	Sell	-11,416	Closed	-$305K	–	1400
2021 Q2	$305K	Buy	+11,416	New	+$311K	0.13%	85

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dark Forest Capital Management's IVZ Position: Q2 2026 in Review

Dark Forest Capital Management increased its Invesco (IVZ) stake by 436% in Q2 2026, buying an estimated $2.54M and bringing the position to 117,895 shares worth $3.11M. The position accounts for 0.2% of the portfolio, ranked #152.

Dark Forest Capital Management first reported a position in IVZ in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.53M in Q2 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Dark Forest Capital Management held 117,895 shares of Invesco worth $3.11M as of Q2 2026.
Dark Forest Capital Management bought 95,913 Invesco shares in Q2 2026, an estimated $2.54M.
Invesco made up 0.2% of Dark Forest Capital Management's portfolio in Q2 2026, its #152 holding.
Dark Forest Capital Management first reported a position in Invesco in Q2 2021 and has held it in 12 quarters since.
Dark Forest Capital Management's Invesco position peaked at $3.53M in Q2 2025.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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