Invesco
LDI icon

Invesco’s loanDepot LDI Stock Holding History

Invesco’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$632K Buy
505,480
+31,037
+7% +$41.8K ﹤0.01% 3148
2026
Q1 		$674K Buy
474,443
+129,913
+38% +$267K ﹤0.01% 3028
2025
Q4 		$713K Sell
344,530
-79,739
-19% -$221K ﹤0.01% 3055
2025
Q3 		$1.3M Buy
424,269
+313,024
+281% +$723K ﹤0.01% 2810
2025
Q2 		$141K Buy
111,245
+74,669
+204% +$91.3K ﹤0.01% 3600
2025
Q1 		$43.5K Buy
+36,576
New +$59.3K ﹤0.01% 3709

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Invesco's LDI Position: Q2 2026 in Review

Invesco increased its loanDepot (LDI) stake by 6.5% in Q2 2026, buying an estimated $41.8K and bringing the position to 505,480 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #3148.

Invesco first reported a position in LDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3M in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Invesco held 505,480 shares of loanDepot worth $632K as of Q2 2026.
  • Invesco bought 31,037 loanDepot shares in Q2 2026, an estimated $41.8K.
  • loanDepot made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3148 holding.
  • Invesco first reported a position in loanDepot in Q1 2025 and has held it in 6 quarters since.
  • Invesco's loanDepot position peaked at $1.3M in Q3 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

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