PEAK6
IVZ icon

PEAK6’s Invesco IVZ Stock Holding History

PEAK6’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
Q1 		– Sell
-69,400
Closed -$1.82M – 3002
2025
Q4 		$1.82M Buy
69,400
+42,100
+154% +$1.03M ﹤0.01% 1488
2025
Q3 		$626K Sell
27,300
-341,300
-93% -$7.08M ﹤0.01% 2052
2025
Q2 		$5.81M Sell
368,600
-263,900
-42% -$3.79M 0.01% 874
2025
Q1 		$9.6M Buy
632,500
+507,100
+404% +$8.65M 0.02% 617
2024
Q4 		$2.19M Buy
+125,400
New +$2.23M ﹤0.01% 1363

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PEAK6's IVZ Position: Q2 2025 in Review

PEAK6 sold out of Invesco (IVZ) in Q2 2025, closing a stake of 248,151 shares — an estimated $3.56M sold.

PEAK6 first reported a position in IVZ in Q4 2024 and held it in 2 quarters. The position peaked at $3.76M in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • PEAK6 reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • PEAK6 sold 248,151 Invesco shares in Q2 2025, an estimated $3.56M.
  • PEAK6 first reported a position in Invesco in Q4 2024 and held it in 2 quarters.
  • PEAK6's Invesco position peaked at $3.76M in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on PEAK6's 13F filing for Q2 2025, filed 14 Aug 2025.