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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 		$80.8K Sell
4,600
-900
-16% -$14.8K ﹤0.01% 3033
2024
Q2 		$82.3K Sell
5,500
-200
-4% -$3.08K ﹤0.01% 3074
2024
Q1 		$94.6K Sell
5,700
-150,600
-96% -$2.43M ﹤0.01% 3410
2023
Q4 		$2.79M Buy
156,300
+155,800
+31,160% +$2.25M 0.01% 1246
2023
Q3 		$7.26K Sell
500
-30,600
-98% -$493K ﹤0.01% 3833
2023
Q2 		$523K Sell
31,100
-75,700
-71% -$1.22M ﹤0.01% 2183
2023
Q1 		$1.75M Sell
106,800
-9,700
-8% -$173K 0.01% 1416
2022
Q4 		$2.1M Buy
116,500
+23,300
+25% +$399K 0.01% 1291
2022
Q3 		$1.28M Buy
93,200
+36,100
+63% +$609K 0.01% 1960
2022
Q2 		$942K Buy
57,100
+29,100
+104% +$551K ﹤0.01% 3167
2022
Q1 		$646K Buy
+28,000
New +$621K ﹤0.01% 2899
2021
Q2 		– Sell
-145,100
Closed -$3.66M – 5423
2021
Q1 		$3.66M Buy
+145,100
New +$3.25M 0.01% 1306
2020
Q2 		– Sell
-22,900
Closed -$208K – 4581
2020
Q1 		$208K Buy
+22,900
New +$348K ﹤0.01% 2824
2019
Q4 		– Sell
-48,500
Closed -$822K – 3711
2019
Q3 		$822K Hold
48,500
– – 0.01% 1912
2019
Q2 		$992K Sell
48,500
-16,100
-25% -$334K 0.01% 1783
2019
Q1 		$1.25M Buy
+64,600
New +$1.21M 0.01% 1678
2018
Q4 		– Sell
-16,800
Closed -$384K – 4304
2018
Q3 		$384K Buy
+16,800
New +$420K ﹤0.01% 2777

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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.