Position in IVZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$950,589
-$125,114 QoQ
Shares Held
39,135
-4.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Neo Ivy Capital Management holds $5,667,920 across 8 Asset Management names. IVZ ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GCMG |
GCM Grosvenor Inc.
|
282,704 | $2,770,499 | |
| 2 | BEN |
Franklin Resources Inc
|
40,391 | $954,035 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
39,135 | $950,589 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
9,023 | $401,072 | |
| 5 | BLK |
BlackRock, Inc.
|
331 | $318,326 | |
| 6 | TPG |
TPG Inc.
|
5,060 | $204,980 | |
| 7 | FHI |
Federated Hermes, Inc.
|
1,200 | $68,052 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
10 | $367 |
All Filings in IVZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $950,589 | 39,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,075,703 | 40,948 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $94,036 | 5,963 | Shares | Sole | 2025-08-12 | |
| 2023-09-30 | $1,066,406 | 73,444 | Shares | Sole | 2023-11-30 | |
| 2022-09-30 | $204,732 | 14,944 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $410,929 | 17,820 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $299 | 13 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $183,635 | 6,870 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $74,129 | 4,253 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $232,248 | 25,578 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||