PCM
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Prelude Capital Management’s Invesco IVZ Stock Holding History

Prelude Capital Management’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
2020
Q1 		– Sell
-24,800
Closed -$446K – 1723
2019
Q4 		$446K Hold
24,800
– – 0.02% 592
2019
Q3 		$420K Buy
+24,800
New +$438K 0.02% 571

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prelude Capital Management's IVZ Position: Q4 2025 in Review

Prelude Capital Management sold out of Invesco (IVZ) in Q4 2025, closing a stake of 9,203 shares — an estimated $211K sold.

Prelude Capital Management first reported a position in IVZ in Q4 2013 and held it in 16 quarters. The position peaked at $422K in Q2 2022. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Prelude Capital Management reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Prelude Capital Management sold 9,203 Invesco shares in Q4 2025, an estimated $211K.
  • Prelude Capital Management first reported a position in Invesco in Q4 2013 and held it in 16 quarters.
  • Prelude Capital Management's Invesco position peaked at $422K in Q2 2022.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.