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 $2.38B 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

HSBC Holdings's IVZ Position: Q2 2026 in Review

HSBC Holdings increased its Invesco (IVZ) stake by 6.9% in Q2 2026, buying an estimated $1.24M and bringing the position to 720,753 shares worth $19M. The position accounts for 0.01% of the portfolio, ranked #778.

HSBC Holdings first reported a position in IVZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.8M in Q1 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • HSBC Holdings held 720,753 shares of Invesco worth $19M as of Q2 2026.
  • HSBC Holdings bought 46,716 Invesco shares in Q2 2026, an estimated $1.24M.
  • Invesco made up 0.01% of HSBC Holdings's portfolio in Q2 2026, its #778 holding.
  • HSBC Holdings first reported a position in Invesco in Q2 2013 and has held it in 53 quarters since.
  • HSBC Holdings's Invesco position peaked at $28.8M in Q1 2021.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.