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HRT Financial’s Invesco IVZ Stock Holding History

HRT Financial’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
-172,038
Closed -$2.61M – 3094
2025
Q1 		$2.61M Buy
172,038
+59,609
+53% +$1.02M 0.02% 695
2024
Q4 		$1.97M Buy
112,429
+14,270
+15% +$254K 0.01% 752
2024
Q3 		$1.72M Sell
98,159
-56,483
-37% -$927K 0.01% 943
2024
Q2 		$2.31M Buy
+154,642
New +$2.38M 0.01% 674
2024
Q1 		– Sell
-41,482
Closed -$740K – 2679
2023
Q4 		$740K Buy
+41,482
New +$598K 0.01% 1144
2023
Q2 		– Sell
-38,830
Closed -$636K – 2850
2023
Q1 		$636K Buy
+38,830
New +$693K 0.01% 1211
2022
Q1 		– Sell
-10,529
Closed -$242K – 3451
2021
Q4 		$242K Sell
10,529
-138,701
-93% -$3.38M ﹤0.01% 2410
2021
Q3 		$3.6M Buy
149,230
+69,484
+87% +$1.74M 0.02% 444
2021
Q2 		$2.13M Buy
+79,746
New +$2.17M 0.02% 589
2021
Q1 		– Sell
-588,346
Closed -$10.3M – 2901
2020
Q4 		$10.3M Buy
+588,346
New +$9.05M 0.21% 85
2020
Q1 		– Sell
-69,034
Closed -$1.24M – 1047
2019
Q4 		$1.24M Buy
69,034
+49,878
+260% +$851K 0.05% 278
2019
Q3 		$324K Buy
19,156
+7,281
+61% +$129K 0.02% 896
2019
Q2 		$242K Buy
+11,875
New +$247K 0.02% 588

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

HRT Financial's IVZ Position: Q2 2025 in Review

HRT Financial sold out of Invesco (IVZ) in Q2 2025, closing a stake of 172,038 shares — an estimated $2.61M sold.

HRT Financial first reported a position in IVZ in Q2 2019 and held it in 13 quarters. The position peaked at $10.3M in Q4 2020. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • HRT Financial reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 172,038 Invesco shares in Q2 2025, an estimated $2.61M.
  • HRT Financial first reported a position in Invesco in Q2 2019 and held it in 13 quarters.
  • HRT Financial's Invesco position peaked at $10.3M in Q4 2020.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.