MGP
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Metis Global Partners’s Invesco IVZ Stock Holding History

Metis Global Partners’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
Q2 		$216K Sell
8,192
-184
-2% -$4.88K ﹤0.01% 671
2026
Q1 		$203K Sell
8,376
-1,202
-13% -$31.4K 0.01% 692
2025
Q4 		$252K Sell
9,578
-883
-8% -$21.6K 0.01% 681
2025
Q3 		$240K Sell
10,461
-136
-1% -$2.82K 0.01% 698
2025
Q2 		$167K Buy
+10,597
New +$152K ﹤0.01% 743
2023
Q4 		– Sell
-14,676
Closed -$213K – 755
2023
Q3 		$213K Buy
14,676
+2,545
+21% +$41K 0.01% 680
2023
Q2 		$204K Sell
12,131
-221
-2% -$3.56K 0.01% 679
2023
Q1 		$203K Sell
12,352
-6,779
-35% -$121K 0.01% 634
2022
Q4 		$344K Buy
19,131
+6,745
+54% +$115K 0.03% 499
2022
Q3 		$170K Buy
+12,386
New +$209K 0.03% 506

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 $3.38T AUM 44.17% 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

Metis Global Partners's IVZ Position: Q2 2026 in Review

Metis Global Partners reduced its Invesco (IVZ) stake by 2.2% in Q2 2026, selling an estimated $4.88K and leaving 8,192 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Metis Global Partners first reported a position in IVZ in Q3 2022 and has held it in 10 quarters since. The position peaked at $344K in Q4 2022. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Metis Global Partners held 8,192 shares of Invesco worth $216K as of Q2 2026.
  • Metis Global Partners sold 184 Invesco shares in Q2 2026, an estimated $4.88K.
  • Invesco made up ﹤0.01% of Metis Global Partners's portfolio in Q2 2026, its #671 holding.
  • Metis Global Partners first reported a position in Invesco in Q3 2022 and has held it in 10 quarters since.
  • Metis Global Partners's Invesco position peaked at $344K in Q4 2022.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.