Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,767,545
+$9,767,545 QoQ
Shares Held
370,123
Ownership
0.084%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#87
of 663 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Derivatives in IVZ
reported options exposure · as of Dec 31, 2025CallValue
$5,813,551
CallShares
221,300
PutValue
$1,823,138
PutShares
69,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026PEAK6 LLC holds $45,507,369 across 17 Asset Management names. IVZ ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
1,232,167 | $10,781,461 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
29,555 | $10,001,412 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
370,123 | $9,767,545 | |
| 4 | CRBG |
Corebridge Financial, Inc.
|
143,970 | $4,121,861 | |
| 5 | PFG |
Principal Financial Group Inc
|
31,529 | $3,398,195 | |
| 6 | AB |
Alliancebernstein Holding L.P.
|
53,991 | $1,901,563 | |
| 7 | APO |
Apollo Global Management, Inc.
|
10,967 | $1,297,505 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
15,426 | $1,296,709 |
All Filings in IVZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,767,545 | 370,123 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $1,823,138 | 69,400 | Put | Defined | 2026-03-12 | |
| 2025-12-31 | $5,813,551 | 221,300 | Call | Defined | 2026-03-12 | |
| 2025-09-30 | $626,262 | 27,300 | Put | Defined | 2026-03-31 | |
| 2025-09-30 | $7,705,546 | 335,900 | Call | Defined | 2026-03-31 | |
| 2025-06-30 | $5,428,034 | 344,200 | Call | Defined | 2026-03-26 | |
| 2025-06-30 | $5,812,822 | 368,600 | Put | Defined | 2026-03-26 | |
| 2025-03-31 | $9,595,025 | 632,500 | Put | Defined | 2025-05-14 | |
| 2025-03-31 | $3,764,450 | 248,151 | Shares | Defined | 2025-05-14 | |
| 2025-03-31 | $1,624,707 | 107,100 | Call | Defined | 2025-05-14 | |
| 2024-12-31 | $2,191,992 | 125,400 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $917,018 | 52,461 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $171,304 | 9,800 | Call | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||