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PEAK6 Investments’s Invesco IVZ Stock Holding History

PEAK6 Investments’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
2024
Q3 		$1.91M Buy
108,550
+42,464
+64% +$697K ﹤0.01% 1545
2024
Q2 		$989K Sell
66,086
-91,598
-58% -$1.41M ﹤0.01% 1836
2024
Q1 		$2.62M Buy
+157,684
New +$2.54M 0.01% 1235
2023
Q3 		– Sell
-8,165
Closed -$131K – 4303
2023
Q2 		$137K Sell
8,165
-127,885
-94% -$2.06M ﹤0.01% 3087
2023
Q1 		$2.23M Buy
136,050
+66,711
+96% +$1.19M 0.01% 1218
2022
Q4 		$1.25M Sell
69,339
-78,439
-53% -$1.34M 0.01% 1741
2022
Q3 		$2.02M Buy
147,778
+139,613
+1,710% +$2.35M 0.01% 1553
2022
Q2 		$137K Buy
+8,165
New +$154K ﹤0.01% 3088
2022
Q1 		– Sell
-39,638
Closed -$879K – 5574
2021
Q4 		$912K Sell
39,638
-14,207
-26% -$346K ﹤0.01% 2644
2021
Q3 		$1.3M Sell
53,845
-27,631
-34% -$691K ﹤0.01% 2377
2021
Q2 		$2.18M Sell
81,476
-118,140
-59% -$3.22M 0.01% 1818
2021
Q1 		$5.03M Buy
199,616
+59,373
+42% +$1.33M 0.01% 1055
2020
Q4 		$2.44M Buy
140,243
+61,443
+78% +$945K 0.01% 1690
2020
Q3 		$899K Buy
+78,800
New +$835K ﹤0.01% 2373
2020
Q2 		– Sell
-54,219
Closed -$492K – 4582
2020
Q1 		$492K Buy
54,219
+47,808
+746% +$727K ﹤0.01% 2091
2019
Q4 		$115K Sell
6,411
-27,570
-81% -$470K ﹤0.01% 2811
2019
Q3 		$576K Buy
+33,981
New +$600K ﹤0.01% 2164
2019
Q1 		– Sell
-8,871
Closed -$166K – 4215
2018
Q4 		$149K Sell
8,871
-57,282
-87% -$1.15M ﹤0.01% 3208
2018
Q3 		$1.51M Buy
+66,153
New +$1.65M 0.01% 1657

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PEAK6 Investments's IVZ Position: Q3 2024 in Review

PEAK6 Investments increased its Invesco (IVZ) stake by 64% in Q3 2024, buying an estimated $697K and bringing the position to 108,550 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

PEAK6 Investments first reported a position in IVZ in Q3 2018 and has held it in 19 quarters since. The position peaked at $5.03M in Q1 2021. 493 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

  • PEAK6 Investments held 108,550 shares of Invesco worth $1.91M as of Q3 2024.
  • PEAK6 Investments bought 42,464 Invesco shares in Q3 2024, an estimated $697K.
  • Invesco made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #1545 holding.
  • PEAK6 Investments first reported a position in Invesco in Q3 2018 and has held it in 19 quarters since.
  • PEAK6 Investments's Invesco position peaked at $5.03M in Q1 2021.
  • 493 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.