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Dmitry Balyasny’s Invesco IVZ Stock Holding History

Dmitry Balyasny’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 		– Sell
-200,000
Closed -$5.25M – 3200
2025
Q4 		$5.25M Buy
+200,000
New +$4.88M 0.01% 1366
2021
Q4 		– Sell
-310,000
Closed -$7.47M – 2420
2021
Q3 		$7.47M Buy
+310,000
New +$7.75M 0.03% 684
2021
Q1 		– Sell
-370,000
Closed -$6.45M – 1920
2020
Q4 		$6.45M Buy
+370,000
New +$5.69M 0.04% 572

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 $3.37T AUM 44.26% 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

Dmitry Balyasny's IVZ Position: Q2 2026 in Review

Dmitry Balyasny 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: Dmitry Balyasny previously reported a position in IVZ as recently as Q4 2025.

Dmitry Balyasny 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. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Dmitry Balyasny held 10,347 shares of Invesco worth $273K as of Q2 2026.
  • Invesco was a new Dmitry Balyasny position in Q2 2026.
  • Invesco made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2734 holding.
  • Dmitry Balyasny first reported a position in Invesco in Q3 2013 and has held it in 33 quarters since.
  • Dmitry Balyasny's Invesco position peaked at $80.3M in Q2 2025.
  • 664 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.