HSBC Holdings
IVZ icon

HSBC Holdings’s Invesco IVZ Stock Holding History

HSBC Holdings’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
2019
Q1 		– Sell
-105,400
Closed -$1.76M – 2805
2018
Q4 		$1.76M Hold
105,400
– – ﹤0.01% 1546
2018
Q3 		$2.41M Hold
105,400
– – ﹤0.01% 1406
2018
Q2 		$2.8M Hold
105,400
– – 0.01% 1378
2018
Q1 		$3.37M Buy
+105,400
New +$3.63M 0.01% 1250
2015
Q3 		– Sell
-110,030
Closed -$4.13M – 2051
2015
Q2 		$4.13M Buy
+110,030
New +$4.41M 0.01% 887

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.