David Shaw’s Invesco IVZ Stock Holding History

David Shaw’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
2024 Q1	–	Sell	-60,000	Closed	-$1.07M	–	4529
2023 Q4	$1.07M	Buy	+60,000	New	+$866K	﹤0.01%	3092
2022 Q1	–	Sell	-120,000	Closed	-$2.76M	–	5739
2021 Q4	$2.76M	Hold	120,000	–	–	﹤0.01%	3049
2021 Q3	$2.89M	Hold	120,000	–	–	﹤0.01%	2659
2021 Q2	$3.21M	Sell	120,000 -100,000	-45%	-$2.73M	﹤0.01%	2446
2021 Q1	$5.55M	Buy	220,000 +80,000	+57%	+$1.79M	0.01%	1766
2020 Q4	$2.44M	Buy	+140,000	New	+$2.15M	﹤0.01%	2430
2020 Q1	–	Sell	-11,500	Closed	-$207K	–	4091
2019 Q4	$207K	Sell	11,500 -2,700	-19%	-$46.1K	﹤0.01%	3786
2019 Q3	$241K	Sell	14,200 -44,500	-76%	-$786K	﹤0.01%	3555
2019 Q2	$1.2M	Buy	+58,700	New	+$1.22M	﹤0.01%	2563
2019 Q1	–	Sell	-69,400	Closed	-$1.16M	–	3747
2018 Q4	$1.16M	Buy	69,400 +59,100	+574%	+$1.18M	﹤0.01%	2554
2018 Q3	$236K	Buy	+10,300	New	+$257K	﹤0.01%	3467
2014 Q1	–	Sell	-42,500	Closed	-$1.55M	–	4440
2013 Q4	$1.55M	Hold	42,500	–	–	﹤0.01%	2768
2013 Q3	$1.36M	Hold	42,500	–	–	﹤0.01%	2762
2013 Q2	$1.35M	Buy	+42,500	New	+$1.36M	﹤0.01%	2461

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

David Shaw's IVZ Position: Q2 2026 in Review

David Shaw increased its Invesco (IVZ) stake by 24% in Q2 2026, buying an estimated $19M and bringing the position to 3,687,880 shares worth $97.3M. The position accounts for 0.05% of the portfolio, ranked #462.

David Shaw first reported a position in IVZ in Q2 2013 and has held it in 49 quarters since. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

David Shaw held 3,687,880 shares of Invesco worth $97.3M as of Q2 2026.
David Shaw bought 717,011 Invesco shares in Q2 2026, an estimated $19M.
Invesco made up 0.05% of David Shaw's portfolio in Q2 2026, its #462 holding.
David Shaw first reported a position in Invesco in Q2 2013 and has held it in 49 quarters since.
664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.