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 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 $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dark Forest Capital Management's IVZ Position: Q1 2026 in Review

Dark Forest Capital Management reduced its Invesco (IVZ) stake by 75% in Q1 2026, selling an estimated $1.77M and leaving 21,982 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #538.

Dark Forest Capital Management first reported a position in IVZ in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.53M in Q2 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Dark Forest Capital Management held 21,982 shares of Invesco worth $534K as of Q1 2026.
Dark Forest Capital Management sold 67,648 Invesco shares in Q1 2026, an estimated $1.77M.
Invesco made up 0.05% of Dark Forest Capital Management's portfolio in Q1 2026, its #538 holding.
Dark Forest Capital Management first reported a position in Invesco in Q2 2021 and has held it in 11 quarters since.
Dark Forest Capital Management's Invesco position peaked at $3.53M in Q2 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.