Numerai’s Invesco IVZ Stock Holding History

Numerai’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
2025 Q2	–	Sell	-15,009	Closed	-$228K	–	546
2025 Q1	$228K	Sell	15,009 -1,878	-11%	-$32K	0.04%	436
2024 Q4	$295K	Sell	16,887 -6,452	-28%	-$115K	0.08%	302
2024 Q3	$410K	Sell	23,339 -3,449	-13%	-$56.6K	0.11%	243
2024 Q2	$401K	Sell	26,788 -40,323	-60%	-$620K	0.15%	209
2024 Q1	$1.11M	Buy	+67,111	New	+$1.08M	0.48%	64

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Numerai's IVZ Position: Q2 2025 in Review

Numerai sold out of Invesco (IVZ) in Q2 2025, closing a stake of 15,009 shares — an estimated $228K sold.

Numerai first reported a position in IVZ in Q1 2024 and held it in 5 quarters. The position peaked at $1.11M in Q1 2024. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Numerai reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Numerai sold 15,009 Invesco shares in Q2 2025, an estimated $228K.
Numerai first reported a position in Invesco in Q1 2024 and held it in 5 quarters.
Numerai's Invesco position peaked at $1.11M in Q1 2024.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Numerai's 13F filing for Q2 2025, filed 14 Aug 2025.