JO
IVZ icon

John Overdeck’s Invesco IVZ Stock Holding History

John Overdeck’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
2021
Q2 		– Sell
-15,000
Closed -$378K – 4302
2021
Q1 		$378K Sell
15,000
-45,900
-75% -$1.03M ﹤0.01% 3165
2020
Q4 		$1.06M Buy
60,900
+35,300
+138% +$543K ﹤0.01% 1958
2020
Q3 		$292K Sell
25,600
-5,700
-18% -$60.4K ﹤0.01% 2597
2020
Q2 		$337K Buy
+31,300
New +$281K ﹤0.01% 2298
2020
Q1 		– Sell
-13,800
Closed -$248K – 3465
2019
Q4 		$248K Sell
13,800
-17,400
-56% -$297K ﹤0.01% 3312
2019
Q3 		$529K Buy
31,200
+12,200
+64% +$215K ﹤0.01% 2514
2019
Q2 		$389K Buy
19,000
+5,700
+43% +$118K ﹤0.01% 2682
2019
Q1 		$257K Buy
+13,300
New +$249K ﹤0.01% 2695
2018
Q4 		– Sell
-17,000
Closed -$389K – 3241
2018
Q3 		$389K Sell
17,000
-800
-4% -$20K ﹤0.01% 2620
2018
Q2 		$473K Buy
17,800
+1,800
+11% +$51.8K ﹤0.01% 2691
2018
Q1 		$512K Buy
16,000
+10,000
+167% +$345K ﹤0.01% 2456
2017
Q4 		$219K Sell
6,000
-33,200
-85% -$1.2M ﹤0.01% 2883
2017
Q3 		$1.37M Buy
39,200
+33,200
+553% +$1.13M ﹤0.01% 1527
2017
Q2 		$211K Buy
+6,000
New +$196K ﹤0.01% 2782
2017
Q1 		– Sell
-25,000
Closed -$759K – 3097
2016
Q4 		$759K Sell
25,000
-77,700
-76% -$2.39M ﹤0.01% 2209
2016
Q3 		$3.21M Buy
102,700
+73,700
+254% +$2.17M 0.01% 1154
2016
Q2 		$741K Buy
29,000
+15,000
+107% +$445K ﹤0.01% 1967
2016
Q1 		$431K Buy
14,000
+3,000
+27% +$86.6K ﹤0.01% 2156
2015
Q4 		$368K Buy
+11,000
New +$360K ﹤0.01% 2140

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

John Overdeck's IVZ Position: Q2 2026 in Review

John Overdeck increased its Invesco (IVZ) stake by 130% in Q2 2026, buying an estimated $13.3M and bringing the position to 889,615 shares worth $23.5M. The position accounts for 0.02% of the portfolio, ranked #951.

John Overdeck first reported a position in IVZ in Q2 2013 and has held it in 45 quarters since. The position peaked at $87.1M in Q2 2015. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • John Overdeck held 889,615 shares of Invesco worth $23.5M as of Q2 2026.
  • John Overdeck bought 502,470 Invesco shares in Q2 2026, an estimated $13.3M.
  • Invesco made up 0.02% of John Overdeck's portfolio in Q2 2026, its #951 holding.
  • John Overdeck first reported a position in Invesco in Q2 2013 and has held it in 45 quarters since.
  • John Overdeck's Invesco position peaked at $87.1M in Q2 2015.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.