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Rakuten Investment Management’s Invesco IVZ Stock Holding History

Rakuten Investment 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
2025
Q1 		$434K Buy
+28,586
New +$488K ﹤0.01% 590

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rakuten Investment Management's IVZ Position: Q1 2025 in Review

Rakuten Investment Management opened a new position in Invesco (IVZ) in Q1 2025: 28,586 shares worth $434K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings.

518 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Rakuten Investment Management held 28,586 shares of Invesco worth $434K as of Q1 2025.
  • Invesco was a new Rakuten Investment Management position in Q1 2025.
  • Invesco made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2025, its #590 holding.
  • 518 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Rakuten Investment Management's 13F filing for Q1 2025, filed 15 May 2025.