INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 and the average weighting 0.1%.
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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,557 | -13.6% | 245,000 | 0.0% | 1.22% | -3.9% |
| Q2 2023 | $4,118 | +2.5% | 245,000 | 0.0% | 1.27% | +1.9% |
| Q1 2023 | $4,018 | -8.8% | 245,000 | 0.0% | 1.25% | -15.3% |
| Q4 2022 | $4,408 | -99.9% | 245,000 | 0.0% | 1.47% | +27.5% |
| Q3 2022 | $3,356,000 | -15.1% | 245,000 | 0.0% | 1.16% | -13.2% |
| Q2 2022 | $3,952,000 | -30.1% | 245,000 | 0.0% | 1.33% | -22.6% |
| Q1 2022 | $5,650,000 | +0.2% | 245,000 | 0.0% | 1.72% | +11.2% |
| Q4 2021 | $5,640,000 | -4.5% | 245,000 | 0.0% | 1.54% | -1.0% |
| Q3 2021 | $5,907,000 | -9.8% | 245,000 | 0.0% | 1.56% | -6.9% |
| Q2 2021 | $6,549,000 | +6.0% | 245,000 | 0.0% | 1.68% | +63.0% |
| Q1 2021 | $6,179,000 | -27.6% | 245,000 | -50.0% | 1.03% | -6.8% |
| Q4 2020 | $8,540,000 | -49.8% | 490,000 | -67.1% | 1.10% | -52.9% |
| Q3 2020 | $17,000,000 | +6.0% | 1,490,000 | 0.0% | 2.34% | +8.9% |
| Q2 2020 | $16,032,000 | +18.5% | 1,490,000 | 0.0% | 2.15% | +33.6% |
| Q1 2020 | $13,530,000 | -33.4% | 1,490,000 | +31.9% | 1.61% | -8.3% |
| Q4 2019 | $20,318,000 | +6.1% | 1,130,000 | 0.0% | 1.75% | +11.9% |
| Q3 2019 | $19,142,000 | -17.2% | 1,130,000 | 0.0% | 1.57% | -17.0% |
| Q2 2019 | $23,120,000 | +1.5% | 1,130,000 | -4.2% | 1.89% | -6.2% |
| Q1 2019 | $22,786,000 | -1.4% | 1,180,000 | -14.5% | 2.01% | -7.2% |
| Q4 2018 | $23,102,000 | – | 1,380,000 | – | 2.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $556,617,574 | 14.84% |
| CONTINENTAL ADVISORS LLC | 343,071 | $5,626,364 | 3.00% |
| Insight Folios Inc | 371,047 | $6,085,176 | 2.70% |
| Palouse Capital Management, Inc. | 187,305 | $3,071,797 | 2.07% |
| VALUEWORKS LLC | 252,164 | $4,135 | 1.57% |
| Olstein Capital Management, L.P. | 566,000 | $9,282 | 1.45% |
| Poehling Capital Management, INC. | 257,407 | $4,221,475 | 1.42% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $4,018 | 1.25% |
| Point72 Europe (London) LLP | 307,400 | $5,041,360 | 1.10% |
| Mork Capital Management, LLC | 73,400 | $1,203,760 | 0.98% |