Hudson Bay Capital Management
IVZ icon

Hudson Bay Capital Management’s Invesco IVZ Stock Holding History

Hudson Bay Capital Management’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
2026
Q1 		– Sell
-18,710
Closed -$492K – 1497
2025
Q4 		$492K Buy
+18,710
New +$457K ﹤0.01% 873
2023
Q3 		– Sell
-550,000
Closed -$9.25M – 867
2023
Q2 		$9.25M Buy
550,000
+200,000
+57% +$3.22M 0.07% 186
2023
Q1 		$5.74M Buy
+350,000
New +$6.25M 0.05% 269
2021
Q3 		– Sell
-200,000
Closed -$5.35M – 1039
2021
Q2 		$5.35M Buy
+200,000
New +$5.45M 0.06% 316
2020
Q4 		– Sell
-600,000
Closed -$6.85M – 641
2020
Q3 		$6.85M Buy
+600,000
New +$6.36M 0.1% 181
2018
Q3 		– Sell
-205,321
Closed -$5.45M – 801
2018
Q2 		$5.45M Buy
+205,321
New +$5.91M 0.08% 257

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

Hudson Bay Capital Management's IVZ Position: Q1 2026 in Review

Hudson Bay Capital Management sold out of Invesco (IVZ) in Q1 2026, closing a stake of 18,710 shares — an estimated $492K sold.

Hudson Bay Capital Management first reported a position in IVZ in Q2 2018 and held it in 6 quarters. The position peaked at $9.25M in Q2 2023. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Hudson Bay Capital Management reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Hudson Bay Capital Management sold 18,710 Invesco shares in Q1 2026, an estimated $492K.
  • Hudson Bay Capital Management first reported a position in Invesco in Q2 2018 and held it in 6 quarters.
  • Hudson Bay Capital Management's Invesco position peaked at $9.25M in Q2 2023.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.