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
2022 Q1	–	Sell	-63,000	Closed	-$1.46M	–	3362
2021 Q4	$1.46M	Hold	63,000	–	–	﹤0.01%	1834
2021 Q3	$1.52M	Hold	63,000	–	–	﹤0.01%	1662
2021 Q2	$1.68M	Buy	+63,000	New	+$1.72M	﹤0.01%	1514
2021 Q1	–	Sell	-18,200	Closed	-$315K	–	2935
2020 Q4	$315K	Buy	+18,200	New	+$280K	﹤0.01%	2537
2019 Q1	–	Sell	-273,500	Closed	-$4.58M	–	2806
2018 Q4	$4.58M	Buy	273,500 +23,100	+9%	+$462K	0.01%	1139
2018 Q3	$5.73M	Buy	250,400 +34,900	+16%	+$872K	0.01%	1073
2018 Q2	$5.72M	Buy	215,500 +90,500	+72%	+$2.6M	0.01%	1057
2018 Q1	$4M	Buy	+125,000	New	+$4.31M	0.01%	1199

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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.