HFM
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Harvest Fund Management’s Invesco IVZ Stock Holding History

Harvest Fund 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
Q1 		– Sell
-34,363
Closed -$601K – 752
2024
Q4 		$601K Buy
+34,363
New +$612K 0.03% 303
2023
Q2 		– Sell
-102
Closed -$2K – 719
2023
Q1 		$2K Sell
102
-4,126
-98% -$73.6K ﹤0.01% 707
2022
Q4 		$76K Buy
4,228
+2,285
+118% +$39.1K 0.02% 397
2022
Q3 		$27K Sell
1,943
-4,637
-70% -$78.2K 0.01% 511
2022
Q2 		$106K Hold
6,580
– – 0.03% 284
2022
Q1 		$151K Hold
6,580
– – 0.03% 269
2021
Q4 		$152K Buy
6,580
+3,302
+101% +$80.4K 0.03% 285
2021
Q3 		$78K Hold
3,278
– – 0.02% 323
2021
Q2 		$88K Hold
3,278
– – 0.01% 303
2021
Q1 		$82K Buy
+3,278
New +$73.5K 0.01% 291

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Fund Management's IVZ Position: Q1 2025 in Review

Harvest Fund Management sold out of Invesco (IVZ) in Q1 2025, closing a stake of 34,363 shares — an estimated $601K sold.

Harvest Fund Management first reported a position in IVZ in Q1 2021 and held it in 10 quarters. The position peaked at $601K in Q4 2024. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Harvest Fund Management reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • Harvest Fund Management sold 34,363 Invesco shares in Q1 2025, an estimated $601K.
  • Harvest Fund Management first reported a position in Invesco in Q1 2021 and held it in 10 quarters.
  • Harvest Fund Management's Invesco position peaked at $601K in Q4 2024.
  • 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.