Marshall Wace’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-652,301
| Closed | -$10.3M | – | 3130 |
|
|
2025
Q2 | $10.3M | Sell |
652,301
-1,916,513
| -75% | -$27.5M | 0.01% | 830 |
|
|
2025
Q1 | $39M | Buy |
2,568,814
+2,439,846
| +1,892% | +$41.6M | 0.05% | 338 |
|
|
2024
Q4 | $2.25M | Buy |
128,968
+90,604
| +236% | +$1.61M | ﹤0.01% | 1387 |
|
|
2024
Q3 | $674K | Sell |
38,364
-1,182,823
| -97% | -$19.4M | ﹤0.01% | 1822 |
|
|
2024
Q2 | $18.3M | Buy |
1,221,187
+654,960
| +116% | +$10.1M | 0.02% | 537 |
|
|
2024
Q1 | $9.39M | Sell |
566,227
-646,986
| -53% | -$10.4M | 0.01% | 769 |
|
|
2023
Q4 | $21.6M | Buy |
+1,213,213
| New | +$17.5M | 0.04% | 460 |
|
|
2023
Q3 | – | Sell |
-1,037,360
| Closed | -$17.4M | – | 2443 |
|
|
2023
Q2 | $17.4M | Buy |
1,037,360
+110,491
| +12% | +$1.78M | 0.03% | 532 |
|
|
2023
Q1 | $15.2M | Buy |
+926,869
| New | +$16.5M | 0.03% | 564 |
|
|
2022
Q1 | – | Sell |
-273,454
| Closed | -$6.29M | – | 3664 |
|
|
2021
Q4 | $6.29M | Sell |
273,454
-161,549
| -37% | -$3.93M | 0.01% | 1186 |
|
|
2021
Q3 | $10.5M | Sell |
435,003
-30,963
| -7% | -$774K | 0.04% | 529 |
|
|
2021
Q2 | $12.5M | Buy |
465,966
+327,305
| +236% | +$8.92M | 0.06% | 382 |
|
|
2021
Q1 | $3.5M | Buy |
138,661
+84
| +0.1% | +$1.88K | 0.02% | 1031 |
|
|
2020
Q4 | $2.42M | Buy |
+138,577
| New | +$2.13M | 0.01% | 869 |
|
|
2020
Q3 | – | Sell |
-320,282
| Closed | -$3.45M | – | 1752 |
|
|
2020
Q2 | $3.45M | Sell |
320,282
-564,430
| -64% | -$5.06M | 0.02% | 597 |
|
|
2020
Q1 | $8.03M | Buy |
884,712
+606,337
| +218% | +$9.22M | 0.08% | 256 |
|
|
2019
Q4 | $5M | Buy |
278,375
+180,067
| +183% | +$3.07M | 0.03% | 537 |
|
|
2019
Q3 | $1.67M | Buy |
98,308
+23,358
| +31% | +$412K | 0.01% | 816 |
|
|
2019
Q2 | $1.53M | Buy |
74,950
+54,464
| +266% | +$1.13M | 0.01% | 842 |
|
|
2019
Q1 | $396K | Buy |
+20,486
| New | +$383K | ﹤0.01% | 1201 |
|
|
2018
Q4 | – | Sell |
-92,802
| Closed | -$2.12M | – | 1691 |
|
|
2018
Q3 | $2.12M | Buy |
+92,802
| New | +$2.32M | 0.02% | 667 |
|
|
2016
Q4 | – | Sell |
-65,745
| Closed | -$2.06M | – | 1042 |
|
|
2016
Q3 | $2.06M | Sell |
65,745
-254,158
| -79% | -$7.47M | 0.01% | 586 |
|
|
2016
Q2 | $8.17M | Buy |
319,903
+117,929
| +58% | +$3.5M | 0.07% | 281 |
|
|
2016
Q1 | $6.21M | Sell |
201,974
-32,183
| -14% | -$929K | 0.06% | 298 |
|
|
2015
Q4 | $7.84M | Buy |
234,157
+52,697
| +29% | +$1.73M | 0.07% | 278 |
|
|
2015
Q3 | $5.67M | Sell |
181,460
-317,461
| -64% | -$11.3M | 0.07% | 271 |
|
|
2015
Q2 | $18.7M | Buy |
498,921
+384,827
| +337% | +$15.4M | 0.24% | 106 |
|
|
2015
Q1 | $4.53M | Sell |
114,094
-274,860
| -71% | -$10.7M | 0.06% | 337 |
|
|
2014
Q4 | $15.4M | Buy |
388,954
+298,149
| +328% | +$11.7M | 0.2% | 136 |
|
|
2014
Q3 | $3.58M | Buy |
+90,805
| New | +$3.57M | 0.05% | 340 |
|
Other funds holding IVZ
MMLI
TFM
Marshall Wace's IVZ Position: Q3 2025 in Review
Marshall Wace sold out of Invesco (IVZ) in Q3 2025, closing a stake of 652,301 shares — an estimated $10.3M sold.
Marshall Wace first reported a position in IVZ in Q3 2014 and held it in 30 quarters. The position peaked at $39M in Q1 2025. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.
- Marshall Wace reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
- Marshall Wace sold 652,301 Invesco shares in Q3 2025, an estimated $10.3M.
- Marshall Wace first reported a position in Invesco in Q3 2014 and held it in 30 quarters.
- Marshall Wace's Invesco position peaked at $39M in Q1 2025.
- 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.
Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.