Squarepoint
IVZ icon

Squarepoint’s Invesco IVZ Stock Holding History

Squarepoint’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
-14,500
Closed -$381K – 4609
2025
Q4 		$381K Buy
14,500
+1,200
+9% +$29.3K ﹤0.01% 3431
2025
Q3 		$305K Sell
13,300
-25,100
-65% -$521K ﹤0.01% 3652
2025
Q2 		$606K Buy
38,400
+22,900
+148% +$329K ﹤0.01% 3108
2025
Q1 		$235K Sell
15,500
-80,700
-84% -$1.38M ﹤0.01% 3910
2024
Q4 		$1.68M Buy
96,200
+47,400
+97% +$844K ﹤0.01% 2573
2024
Q3 		$857K Sell
48,800
-23,200
-32% -$381K ﹤0.01% 2713
2024
Q2 		$1.08M Buy
72,000
+27,100
+60% +$417K ﹤0.01% 2503
2024
Q1 		$745K Buy
44,900
+23,300
+108% +$376K ﹤0.01% 2787
2023
Q4 		$385K Buy
+21,600
New +$312K ﹤0.01% 3193
2022
Q4 		– Sell
-199,600
Closed -$2.73M – 3403
2022
Q3 		$2.73M Buy
+199,600
New +$3.37M 0.01% 1115

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

Squarepoint's IVZ Position: Q1 2026 in Review

Squarepoint increased its Invesco (IVZ) stake by 57% in Q1 2026, buying an estimated $7.9M and bringing the position to 827,522 shares worth $20.1M. The position accounts for 0.02% of the portfolio, ranked #709.

Squarepoint first reported a position in IVZ in Q4 2014 and has held it in 41 quarters since. The position peaked at $34.2M in Q4 2023. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Squarepoint held 827,522 shares of Invesco worth $20.1M as of Q1 2026.
  • Squarepoint bought 301,969 Invesco shares in Q1 2026, an estimated $7.9M.
  • Invesco made up 0.02% of Squarepoint's portfolio in Q1 2026, its #709 holding.
  • Squarepoint first reported a position in Invesco in Q4 2014 and has held it in 41 quarters since.
  • Squarepoint's Invesco position peaked at $34.2M in Q4 2023.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.