Graham Capital Management »

Invesco shares owned by Graham Capital Management

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Graham Capital Management from 13F filings

Historical chart of Graham Capital Management investment in Invesco

Tip: Access up to 7 years of quarterly data

All positions including Invesco held by Graham Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco by Graham Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $420k 18k 22.94
2025-06-30 $2.7M 170k 15.77
2023-09-30 $1.1M 79k 14.52

More positions owned by Graham Capital Management

Strategy Cl A New (MSTR)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Bloom Energy Corp Note 3.000% 6/0 (Principal)
Bloom Energy Corp Note 3.000% 6/0 (Principal)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Wise Origin Bitcoin SHS Put Option (FBTC)
Eos Energy Enterprises Com Cl A Put Option (EOSE)
Purecycle Technologies Note 7.250% 8/1 (Principal)
Vaneck Etf Trust Gold Miners Etf (GDX)
Tilray Brands Note 5.200% 6/1 (Principal)
Sunrun Note 4.000% 3/0 (Principal)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Rivian Automotive Note 3.625%10/1 (Principal)

View all positions for Graham Capital Management

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
Vanguard Group
BlackRock
State Street Corporation
Dimensional Fund Advisors
Millennium Management
Trian Fund Management
Geode Capital Management
AQR Capital Management
Morgan Stanley
Northern Trust
Goldman Sachs Group
Citadel Advisors
Fisher Investments
Alliancebernstein

View all funds holding Invesco