INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q2 2019. The put-call ratio across all filers is 0.32 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 2019 | $209,000 | +2.0% | 10,229 | +14.3% | 0.01% | +25.0% |
| Q3 2018 | $205,000 | -10.5% | 8,947 | +3.6% | 0.01% | -11.1% |
| Q2 2018 | $229,000 | -28.0% | 8,639 | -13.1% | 0.01% | -30.8% |
| Q1 2018 | $318,000 | -30.6% | 9,946 | -20.7% | 0.01% | -27.8% |
| Q4 2017 | $458,000 | +35.9% | 12,541 | +30.5% | 0.02% | +28.6% |
| Q3 2017 | $337,000 | +5.0% | 9,613 | +5.5% | 0.01% | -6.7% |
| Q2 2017 | $321,000 | -19.5% | 9,112 | -30.1% | 0.02% | -16.7% |
| Q1 2017 | $399,000 | -0.7% | 13,034 | -1.7% | 0.02% | -5.3% |
| Q4 2016 | $402,000 | +25.2% | 13,258 | +29.2% | 0.02% | +26.7% |
| Q3 2016 | $321,000 | +21.1% | 10,258 | -1.1% | 0.02% | +15.4% |
| Q2 2016 | $265,000 | -1.9% | 10,374 | +18.2% | 0.01% | -7.1% |
| Q1 2016 | $270,000 | -29.7% | 8,774 | -23.5% | 0.01% | -22.2% |
| Q4 2015 | $384,000 | +19.6% | 11,475 | +11.7% | 0.02% | 0.0% |
| Q3 2015 | $321,000 | -40.3% | 10,271 | -28.4% | 0.02% | -18.2% |
| Q2 2015 | $538,000 | +10.2% | 14,340 | +16.6% | 0.02% | +15.8% |
| Q1 2015 | $488,000 | -21.9% | 12,301 | -22.3% | 0.02% | -26.9% |
| Q4 2014 | $625,000 | +8.9% | 15,823 | +8.9% | 0.03% | -3.7% |
| Q3 2014 | $574,000 | +20.3% | 14,531 | +14.9% | 0.03% | +28.6% |
| Q2 2014 | $477,000 | -3.0% | 12,647 | -4.8% | 0.02% | -4.5% |
| Q1 2014 | $492,000 | -7.0% | 13,291 | -8.6% | 0.02% | -8.3% |
| Q4 2013 | $529,000 | +18.3% | 14,546 | +3.8% | 0.02% | 0.0% |
| Q3 2013 | $447,000 | +1.6% | 14,017 | +1.2% | 0.02% | -22.6% |
| Q2 2013 | $440,000 | – | 13,848 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |