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Graham Capital Management’s Invesco IVZ Stock Holding History

Graham 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
2025
Q4 		– Sell
-18,321
Closed -$420K – 1409
2025
Q3 		$420K Sell
18,321
-151,550
-89% -$3.15M 0.01% 687
2025
Q2 		$2.68M Buy
+169,871
New +$2.44M 0.04% 278
2023
Q4 		– Sell
-78,936
Closed -$1.15M – 1155
2023
Q3 		$1.15M Buy
+78,936
New +$1.27M 0.03% 321

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graham Capital Management's IVZ Position: Q4 2025 in Review

Graham Capital Management sold out of Invesco (IVZ) in Q4 2025, closing a stake of 18,321 shares — an estimated $420K sold.

Graham Capital Management first reported a position in IVZ in Q3 2023 and held it in 3 quarters. The position peaked at $2.68M in Q2 2025. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Graham Capital Management reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Graham Capital Management sold 18,321 Invesco shares in Q4 2025, an estimated $420K.
  • Graham Capital Management first reported a position in Invesco in Q3 2023 and held it in 3 quarters.
  • Graham Capital Management's Invesco position peaked at $2.68M in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.