HSA
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Hussman Strategic Advisors’s Invesco IVZ Stock Holding History

Hussman Strategic Advisors’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
2023
Q4 		– Sell
-130,000
Closed -$1.89M – 263
2023
Q3 		$1.89M Hold
130,000
– – 0.36% 112
2023
Q2 		$2.19M Sell
130,000
-25,000
-16% -$402K 0.4% 96
2023
Q1 		$2.54M Hold
155,000
– – 0.4% 95
2022
Q4 		$2.79M Hold
155,000
– – 0.45% 84
2022
Q3 		$2.12M Buy
155,000
+20,000
+15% +$337K 0.37% 106
2022
Q2 		$2.18M Buy
135,000
+5,000
+4% +$94.6K 0.38% 98
2022
Q1 		$3M Hold
130,000
– – 0.58% 54
2021
Q4 		$2.99M Buy
+130,000
New +$3.16M 0.66% 35

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hussman Strategic Advisors's IVZ Position: Q4 2023 in Review

Hussman Strategic Advisors sold out of Invesco (IVZ) in Q4 2023, closing a stake of 130,000 shares — an estimated $1.89M sold.

Hussman Strategic Advisors first reported a position in IVZ in Q4 2021 and held it in 8 quarters. The position peaked at $3M in Q1 2022. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

  • Hussman Strategic Advisors reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
  • Hussman Strategic Advisors sold 130,000 Invesco shares in Q4 2023, an estimated $1.89M.
  • Hussman Strategic Advisors first reported a position in Invesco in Q4 2021 and held it in 8 quarters.
  • Hussman Strategic Advisors's Invesco position peaked at $3M in Q1 2022.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Hussman Strategic Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.