HSBC Holdings’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4M | Buy |
674,037
+242,949
| +56% | +$6.36M | 0.01% | 798 |
|
|
2025
Q4 | $11.4M | Buy |
431,088
+114,851
| +36% | +$2.81M | 0.01% | 907 |
|
|
2025
Q3 | $7.19M | Sell |
316,237
-310,632
| -50% | -$6.45M | ﹤0.01% | 1045 |
|
|
2025
Q2 | $9.87M | Buy |
626,869
+84,759
| +16% | +$1.22M | 0.01% | 914 |
|
|
2025
Q1 | $8.17M | Sell |
542,110
-387,401
| -42% | -$6.61M | 0.01% | 954 |
|
|
2024
Q4 | $16.2M | Buy |
929,511
+289,258
| +45% | +$5.15M | 0.01% | 794 |
|
|
2024
Q3 | $11.2M | Sell |
640,253
-578,229
| -47% | -$9.49M | 0.01% | 891 |
|
|
2024
Q2 | $18.3M | Sell |
1,218,482
-339,313
| -22% | -$5.22M | 0.01% | 701 |
|
|
2024
Q1 | $25.8M | Buy |
1,557,795
+628,419
| +68% | +$10.1M | 0.02% | 632 |
|
|
2023
Q4 | $16.6M | Buy |
929,376
+180,239
| +24% | +$2.6M | 0.01% | 727 |
|
|
2023
Q3 | $10.9M | Buy |
749,137
+373,778
| +100% | +$6.02M | 0.01% | 802 |
|
|
2023
Q2 | $6.32M | Sell |
375,359
-104,526
| -22% | -$1.68M | 0.01% | 970 |
|
|
2023
Q1 | $7.82M | Buy |
479,885
+267,460
| +126% | +$4.77M | 0.01% | 951 |
|
|
2022
Q4 | $3.79M | Sell |
212,425
-25,486
| -11% | -$436K | ﹤0.01% | 1389 |
|
|
2022
Q3 | $3.32M | Buy |
237,911
+23,067
| +11% | +$389K | 0.01% | 1345 |
|
|
2022
Q2 | $3.5M | Sell |
214,844
-167,292
| -44% | -$3.17M | ﹤0.01% | 1333 |
|
|
2022
Q1 | $8.85M | Sell |
382,136
-244,298
| -39% | -$5.42M | 0.01% | 957 |
|
|
2021
Q4 | $14.5M | Sell |
626,434
-363,993
| -37% | -$8.86M | 0.01% | 792 |
|
|
2021
Q3 | $24M | Buy |
990,427
+92,428
| +10% | +$2.31M | 0.02% | 563 |
|
|
2021
Q2 | $23.9M | Sell |
897,999
-243,593
| -21% | -$6.64M | 0.03% | 572 |
|
|
2021
Q1 | $28.8M | Sell |
1,141,592
-138,042
| -11% | -$3.1M | 0.03% | 475 |
|
|
2020
Q4 | $22.2M | Buy |
1,279,634
+864,836
| +208% | +$13.3M | 0.03% | 543 |
|
|
2020
Q3 | $4.77M | Buy |
414,798
+38,879
| +10% | +$412K | 0.01% | 967 |
|
|
2020
Q2 | $4.04M | Sell |
375,919
-18,819
| -5% | -$169K | 0.01% | 923 |
|
|
2020
Q1 | $3.65M | Buy |
394,738
+2,690
| +0.7% | +$40.9K | 0.01% | 956 |
|
|
2019
Q4 | $7.02M | Buy |
392,048
+92,003
| +31% | +$1.57M | 0.01% | 967 |
|
|
2019
Q3 | $5.08M | Sell |
300,045
-236,980
| -44% | -$4.18M | 0.01% | 1183 |
|
|
2019
Q2 | $11M | Buy |
537,025
+17,402
| +3% | +$361K | 0.02% | 794 |
|
|
2019
Q1 | $10M | Sell |
519,623
-210,880
| -29% | -$3.94M | 0.02% | 803 |
|
|
2018
Q4 | $12.2M | Buy |
730,503
+254,430
| +53% | +$5.09M | 0.02% | 724 |
|
|
2018
Q3 | $10.9M | Buy |
476,073
+42,615
| +10% | +$1.07M | 0.02% | 820 |
|
|
2018
Q2 | $11.5M | Sell |
433,458
-108,976
| -20% | -$3.13M | 0.02% | 742 |
|
|
2018
Q1 | $17.4M | Sell |
542,434
-173,053
| -24% | -$5.97M | 0.03% | 606 |
|
|
2017
Q4 | $26.1M | Buy |
715,487
+279,341
| +64% | +$10.1M | 0.04% | 420 |
|
|
2017
Q3 | $15.3M | Buy |
436,146
+51,991
| +14% | +$1.78M | 0.02% | 646 |
|
|
2017
Q2 | $13.5M | Buy |
384,155
+125,254
| +48% | +$4.08M | 0.02% | 637 |
|
|
2017
Q1 | $7.93M | Buy |
258,901
+21,436
| +9% | +$670K | 0.02% | 809 |
|
|
2016
Q4 | $7.21M | Buy |
237,465
+24,630
| +12% | +$757K | 0.02% | 826 |
|
|
2016
Q3 | $6.63M | Sell |
212,835
-31,692
| -13% | -$931K | 0.02% | 818 |
|
|
2016
Q2 | $6.22M | Buy |
244,527
+35,912
| +17% | +$1.07M | 0.02% | 841 |
|
|
2016
Q1 | $6.42M | Sell |
208,615
-75,352
| -27% | -$2.17M | 0.02% | 802 |
|
|
2015
Q4 | $9.5M | Sell |
283,967
-35,475
| -11% | -$1.16M | 0.02% | 707 |
|
|
2015
Q3 | $9.96M | Buy |
319,442
+26,044
| +9% | +$927K | 0.03% | 598 |
|
|
2015
Q2 | $11M | Sell |
293,398
-190,480
| -39% | -$7.63M | 0.02% | 600 |
|
|
2015
Q1 | $19.2M | Buy |
483,878
+27,440
| +6% | +$1.07M | 0.04% | 454 |
|
|
2014
Q4 | $18.1M | Buy |
456,438
+64,052
| +16% | +$2.52M | 0.04% | 481 |
|
|
2014
Q3 | $15.5M | Buy |
392,386
+95,698
| +32% | +$3.76M | 0.03% | 511 |
|
|
2014
Q2 | $11.2M | Sell |
296,688
-24,143
| -8% | -$873K | 0.02% | 577 |
|
|
2014
Q1 | $11.9M | Sell |
320,831
-104,393
| -25% | -$3.62M | 0.03% | 515 |
|
|
2013
Q4 | $15.5M | Sell |
425,224
-12,160
| -3% | -$412K | 0.04% | 490 |
|
|
2013
Q3 | $14M | Buy |
437,384
+33,956
| +8% | +$1.08M | 0.04% | 503 |
|
|
2013
Q2 | $12.8M | Buy |
+403,428
| New | +$12.9M | 0.04% | 447 |
|
Other funds holding IVZ
MMLI
VCM
VPM
HSBC Holdings's IVZ Position: Q1 2026 in Review
HSBC Holdings increased its Invesco (IVZ) stake by 56% in Q1 2026, buying an estimated $6.36M and bringing the position to 674,037 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #798.
HSBC Holdings first reported a position in IVZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.8M in Q1 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- HSBC Holdings held 674,037 shares of Invesco worth $16.4M as of Q1 2026.
- HSBC Holdings bought 242,949 Invesco shares in Q1 2026, an estimated $6.36M.
- Invesco made up 0.01% of HSBC Holdings's portfolio in Q1 2026, its #798 holding.
- HSBC Holdings first reported a position in Invesco in Q2 2013 and has held it in 52 quarters since.
- HSBC Holdings's Invesco position peaked at $28.8M in Q1 2021.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.