INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $647 | -99.9% | 35,983 | 0.0% | 0.37% | +15.8% |
| Q3 2022 | $493,000 | -15.0% | 35,983 | 0.0% | 0.32% | +8.6% |
| Q2 2022 | $580,000 | -30.1% | 35,983 | 0.0% | 0.29% | -33.6% |
| Q1 2022 | $830,000 | +0.2% | 35,983 | 0.0% | 0.44% | +21.9% |
| Q4 2021 | $828,000 | -4.6% | 35,983 | 0.0% | 0.36% | -8.8% |
| Q3 2021 | $868,000 | -27.2% | 35,983 | 0.0% | 0.40% | -32.7% |
| Q2 2021 | $1,193,000 | +31.5% | 35,983 | 0.0% | 0.59% | +17.6% |
| Q1 2021 | $907,000 | +44.7% | 35,983 | 0.0% | 0.50% | -7.1% |
| Q4 2020 | $627,000 | +15.5% | 35,983 | +0.7% | 0.54% | -20.2% |
| Q3 2020 | $543,000 | +40.3% | 35,719 | -0.7% | 0.67% | +50.1% |
| Q2 2020 | $387,000 | -24.6% | 35,983 | -13.7% | 0.45% | -30.4% |
| Q1 2020 | $513,000 | -45.5% | 41,673 | 0.0% | 0.64% | -48.6% |
| Q4 2019 | $941,000 | +33.3% | 41,673 | 0.0% | 1.26% | +60.8% |
| Q3 2019 | $706,000 | -36.9% | 41,673 | -3.3% | 0.78% | +34.9% |
| Q2 2019 | $1,119,000 | +34.5% | 43,100 | 0.0% | 0.58% | +38.2% |
| Q1 2019 | $832,000 | +15.4% | 43,100 | 0.0% | 0.42% | -24.4% |
| Q4 2018 | $721,000 | -26.9% | 43,100 | 0.0% | 0.55% | -45.0% |
| Q3 2018 | $986,000 | -13.9% | 43,100 | 0.0% | 1.01% | -18.0% |
| Q2 2018 | $1,145,000 | -17.0% | 43,100 | 0.0% | 1.23% | -3.5% |
| Q1 2018 | $1,380,000 | -12.4% | 43,100 | 0.0% | 1.27% | -14.6% |
| Q4 2017 | $1,575,000 | +9.3% | 43,100 | -6.5% | 1.49% | -34.2% |
| Q3 2016 | $1,441,000 | +20.0% | 46,095 | -2.0% | 2.26% | +31.7% |
| Q2 2016 | $1,201,000 | -15.7% | 47,038 | +1.6% | 1.72% | -41.2% |
| Q1 2016 | $1,425,000 | -9.5% | 46,306 | -1.6% | 2.93% | -12.4% |
| Q4 2015 | $1,575,000 | -40.0% | 47,038 | -44.1% | 3.34% | -31.8% |
| Q3 2015 | $2,627,000 | +58.8% | 84,108 | +90.7% | 4.90% | +262.1% |
| Q2 2015 | $1,654,000 | -5.5% | 44,108 | 0.0% | 1.35% | -47.8% |
| Q1 2015 | $1,751,000 | +0.5% | 44,108 | 0.0% | 2.59% | +7.2% |
| Q4 2014 | $1,743,000 | -1.9% | 44,108 | -1.9% | 2.42% | +107.3% |
| Q3 2014 | $1,776,000 | +3.0% | 44,983 | 0.0% | 1.16% | -2.8% |
| Q2 2014 | $1,724,000 | – | 44,983 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,365,010 | $195,615,000 | 4.40% |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 262,497 | $6,972,000 | 3.09% |
| REINHART PARTNERS, LLC. | 1,180,242 | $31,347,000 | 3.01% |
| Cornerstone Capital, Inc. | 582,829 | $15,480,000 | 2.63% |
| Algebris (UK) Ltd | 777,597 | $20,653,000 | 2.10% |
| Signature Wealth Management Group | 98,686 | $2,621,000 | 1.94% |
| Townsend & Associates, Inc | 64,537 | $1,714,000 | 1.92% |
| CONTINENTAL ADVISORS LLC | 270,000 | $7,171,000 | 1.79% |
| Mork Capital Management, LLC | 73,400 | $1,950,000 | 1.72% |
| ZWJ INVESTMENT COUNSEL INC | 739,389 | $19,638,000 | 1.70% |