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Teza Capital Management’s Invesco IVZ Stock Holding History

Teza 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
2025
Q3 		– Sell
-11,699
Closed -$184K – 178
2025
Q2 		$184K Sell
11,699
-7,314
-38% -$105K 0.14% 282
2025
Q1 		$288K Sell
19,013
-80,856
-81% -$1.38M 0.13% 266
2024
Q4 		$1.75M Buy
99,869
+72,141
+260% +$1.28M 0.26% 98
2024
Q3 		$487K Buy
27,728
+12,658
+84% +$208K 0.05% 388
2024
Q2 		$225K Sell
15,070
-61,420
-80% -$944K 0.03% 509
2024
Q1 		$1.27M Sell
76,490
-40,772
-35% -$658K 0.17% 165
2023
Q4 		$2.09M Buy
117,262
+97,215
+485% +$1.4M 0.35% 80
2023
Q3 		$291K Sell
20,047
-42,282
-68% -$681K 0.05% 442
2023
Q2 		$1.05M Buy
62,329
+3,237
+5% +$52.1K 0.17% 171
2023
Q1 		$969K Buy
59,092
+7,847
+15% +$140K 0.21% 150
2022
Q4 		$922K Sell
51,245
-18,420
-26% -$315K 0.18% 191
2022
Q3 		$954K Buy
69,665
+20,098
+41% +$339K 0.2% 138
2022
Q2 		$800K Buy
+49,567
New +$938K 0.31% 111
2021
Q3 		– Sell
-34,129
Closed -$912K – 459
2021
Q2 		$912K Buy
+34,129
New +$930K 0.15% 191
2021
Q1 		– Sell
-37,664
Closed -$656K – 511
2020
Q4 		$656K Buy
37,664
+25,618
+213% +$394K 0.37% 86
2020
Q3 		$137K Sell
12,046
-32,384
-73% -$343K 0.08% 319
2020
Q2 		$478K Buy
+44,430
New +$399K 0.11% 292
2019
Q2 		– Sell
-58,772
Closed -$1.14M – 400
2019
Q1 		$1.14M Buy
+58,772
New +$1.1M 0.6% 35
2018
Q4 		– Sell
-95,981
Closed -$2.2M – 404
2018
Q3 		$2.2M Buy
+95,981
New +$2.4M 0.51% 53
2018
Q2 		– Sell
-50,509
Closed -$1.62M – 515
2018
Q1 		$1.62M Buy
+50,509
New +$1.74M 0.39% 59
2017
Q1 		– Sell
-13,605
Closed -$413K – 545
2016
Q4 		$413K Buy
+13,605
New +$418K 0.58% 44

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Teza Capital Management's IVZ Position: Q3 2025 in Review

Teza Capital Management sold out of Invesco (IVZ) in Q3 2025, closing a stake of 11,699 shares — an estimated $184K sold.

Teza Capital Management first reported a position in IVZ in Q4 2016 and held it in 21 quarters. The position peaked at $2.2M in Q3 2018. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Teza Capital Management reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Teza Capital Management sold 11,699 Invesco shares in Q3 2025, an estimated $184K.
  • Teza Capital Management first reported a position in Invesco in Q4 2016 and held it in 21 quarters.
  • Teza Capital Management's Invesco position peaked at $2.2M in Q3 2018.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Teza Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.