INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 567 filers reported holding INVESCO LTD in Q2 2018. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.
About INVESCO LTD
Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.
The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.
Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.
In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.
Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $225,013 | -15.9% | 15,041 | -6.7% | 0.01% | -14.3% |
Q1 2024 | $267,447 | -7.0% | 16,121 | 0.0% | 0.01% | +16.7% |
Q4 2023 | $287,599 | +27.8% | 16,121 | +29.0% | 0.01% | +20.0% |
Q4 2022 | $225,000 | +11.4% | 12,496 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $202,000 | -92.7% | 12,496 | -90.8% | 0.01% | -28.6% |
Q2 2019 | $2,773,000 | +7.9% | 135,549 | +1.8% | 0.01% | 0.0% |
Q1 2019 | $2,570,000 | +13.2% | 133,089 | -1.9% | 0.01% | 0.0% |
Q4 2018 | $2,271,000 | -26.8% | 135,674 | 0.0% | 0.01% | -12.5% |
Q3 2018 | $3,104,000 | -11.1% | 135,674 | +3.2% | 0.01% | -11.1% |
Q2 2018 | $3,491,000 | -16.7% | 131,451 | +0.4% | 0.01% | -18.2% |
Q1 2018 | $4,189,000 | -68.5% | 130,866 | -64.0% | 0.01% | -69.4% |
Q4 2017 | $13,290,000 | +4.4% | 363,705 | +0.1% | 0.04% | -2.7% |
Q3 2017 | $12,729,000 | 0.0% | 363,267 | +0.4% | 0.04% | -5.1% |
Q2 2017 | $12,729,000 | +15.2% | 361,708 | +0.2% | 0.04% | +11.4% |
Q1 2017 | $11,053,000 | -9.9% | 360,850 | -10.8% | 0.04% | -14.6% |
Q4 2016 | $12,269,000 | -2.9% | 404,368 | +0.1% | 0.04% | -4.7% |
Q3 2016 | $12,635,000 | +21.8% | 404,054 | -0.5% | 0.04% | +16.2% |
Q2 2016 | $10,373,000 | -38.3% | 406,146 | -25.6% | 0.04% | -39.3% |
Q1 2016 | $16,800,000 | -1.7% | 545,975 | +6.9% | 0.06% | 0.0% |
Q4 2015 | $17,098,000 | +8.6% | 510,707 | +1.3% | 0.06% | +3.4% |
Q3 2015 | $15,749,000 | -16.0% | 504,285 | +0.9% | 0.06% | -10.6% |
Q2 2015 | $18,741,000 | +230.5% | 499,883 | +249.9% | 0.07% | +230.0% |
Q1 2015 | $5,670,000 | +20.9% | 142,849 | +20.4% | 0.02% | +17.6% |
Q4 2014 | $4,690,000 | +1.2% | 118,675 | +1.1% | 0.02% | 0.0% |
Q3 2014 | $4,634,000 | +4.6% | 117,365 | 0.0% | 0.02% | +6.2% |
Q2 2014 | $4,431,000 | +2.0% | 117,365 | 0.0% | 0.02% | -5.9% |
Q1 2014 | $4,343,000 | +1.9% | 117,365 | +0.2% | 0.02% | 0.0% |
Q4 2013 | $4,262,000 | +12.6% | 117,099 | -1.3% | 0.02% | +6.2% |
Q3 2013 | $3,784,000 | -13.1% | 118,610 | -13.4% | 0.02% | -20.0% |
Q2 2013 | $4,354,000 | – | 136,910 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |