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Hexagon Capital Partners’s Invesco IVZ Stock Holding History

Hexagon Capital Partners’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
Q2 		– Sell
-1,056
Closed -$16K – 895
2025
Q1 		$16K Buy
1,056
+132
+14% +$2.25K ﹤0.01% 821
2024
Q4 		$16.2K Buy
924
+102
+12% +$1.82K ﹤0.01% 865
2024
Q3 		$14.4K Buy
822
+629
+326% +$10.3K ﹤0.01% 817
2024
Q2 		$2.89K Hold
193
– – ﹤0.01% 1101
2024
Q1 		$3.2K Hold
193
– – ﹤0.01% 1070
2023
Q4 		$3.44K Sell
193
-242
-56% -$3.49K ﹤0.01% 1045
2023
Q3 		$6.32K Sell
435
-43
-9% -$692 ﹤0.01% 857
2023
Q2 		$8.04K Sell
478
-16
-3% -$258 ﹤0.01% 794
2023
Q1 		$8.1K Sell
494
-518
-51% -$9.24K ﹤0.01% 784
2022
Q4 		$18.2K Buy
1,012
+179
+21% +$3.06K 0.01% 570
2022
Q3 		$11K Buy
+833
New +$14K ﹤0.01% 751

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
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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hexagon Capital Partners's IVZ Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Invesco (IVZ) in Q2 2025, closing a stake of 1,056 shares — an estimated $16K sold.

Hexagon Capital Partners first reported a position in IVZ in Q3 2022 and held it in 11 quarters. The position peaked at $18.2K in Q4 2022. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 1,056 Invesco shares in Q2 2025, an estimated $16K.
  • Hexagon Capital Partners first reported a position in Invesco in Q3 2022 and held it in 11 quarters.
  • Hexagon Capital Partners's Invesco position peaked at $18.2K in Q4 2022.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.