INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 563 filers reported holding INVESCO LTD in Q3 2018. The put-call ratio across all filers is 0.92 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 | $12,752,914 | -27.9% | 878,300 | -16.5% | 0.02% | -23.1% |
| Q2 2023 | $17,685,704 | +27.8% | 1,052,094 | +24.7% | 0.03% | +18.2% |
| Q1 2023 | $13,838,848 | +89.1% | 843,832 | +107.4% | 0.02% | +83.3% |
| Q4 2022 | $7,319,966 | -40.7% | 406,891 | -53.7% | 0.01% | -42.9% |
| Q3 2022 | $12,352,000 | +35.2% | 878,550 | +57.6% | 0.02% | +50.0% |
| Q2 2022 | $9,137,000 | -12.6% | 557,308 | +22.9% | 0.01% | 0.0% |
| Q1 2022 | $10,456,000 | -10.4% | 453,472 | -1.8% | 0.01% | 0.0% |
| Q4 2021 | $11,665,000 | -32.0% | 461,902 | -30.3% | 0.01% | -41.7% |
| Q3 2021 | $17,144,000 | -50.6% | 662,227 | -49.0% | 0.02% | -50.0% |
| Q2 2021 | $34,684,000 | +111.2% | 1,297,554 | +99.2% | 0.05% | +92.0% |
| Q1 2021 | $16,426,000 | +38.0% | 651,342 | -4.7% | 0.02% | +25.0% |
| Q4 2020 | $11,907,000 | +39.7% | 683,135 | -8.6% | 0.02% | +25.0% |
| Q3 2020 | $8,525,000 | -10.0% | 747,135 | -15.1% | 0.02% | -11.1% |
| Q2 2020 | $9,470,000 | -1.9% | 880,142 | -17.2% | 0.02% | -14.3% |
| Q1 2020 | $9,657,000 | -52.9% | 1,063,583 | -6.8% | 0.02% | -30.0% |
| Q4 2019 | $20,523,000 | -42.0% | 1,141,430 | -45.4% | 0.03% | -46.4% |
| Q3 2019 | $35,382,000 | -13.9% | 2,088,660 | +4.0% | 0.06% | -12.5% |
| Q2 2019 | $41,083,000 | +93.4% | 2,007,962 | +82.6% | 0.06% | +82.9% |
| Q1 2019 | $21,239,000 | +27.1% | 1,099,863 | +10.1% | 0.04% | +20.7% |
| Q4 2018 | $16,715,000 | -13.8% | 998,526 | +17.8% | 0.03% | 0.0% |
| Q3 2018 | $19,399,000 | -27.6% | 847,873 | -16.0% | 0.03% | -27.5% |
| Q2 2018 | $26,806,000 | -18.8% | 1,009,242 | -2.1% | 0.04% | -20.0% |
| Q1 2018 | $32,998,000 | -67.5% | 1,030,871 | -62.9% | 0.05% | -63.8% |
| Q4 2017 | $101,607,000 | +87.4% | 2,780,715 | +79.7% | 0.14% | +76.9% |
| Q3 2017 | $54,212,000 | +39.5% | 1,547,138 | +40.1% | 0.08% | +34.5% |
| Q2 2017 | $38,855,000 | +12.3% | 1,104,141 | -2.3% | 0.06% | +7.4% |
| Q1 2017 | $34,604,000 | +5.4% | 1,129,727 | +4.4% | 0.05% | +1.9% |
| Q4 2016 | $32,825,000 | +22.5% | 1,081,895 | +26.3% | 0.05% | +20.5% |
| Q3 2016 | $26,789,000 | -54.6% | 856,705 | -63.0% | 0.04% | -55.6% |
| Q2 2016 | $59,058,000 | +268.8% | 2,312,359 | +344.4% | 0.10% | +241.4% |
| Q1 2016 | $16,012,000 | -12.0% | 520,359 | -4.2% | 0.03% | -12.1% |
| Q4 2015 | $18,192,000 | +9.3% | 543,359 | +2.0% | 0.03% | 0.0% |
| Q3 2015 | $16,644,000 | -25.0% | 532,959 | -10.0% | 0.03% | -15.4% |
| Q2 2015 | $22,192,000 | -2.9% | 591,929 | +2.8% | 0.04% | -2.5% |
| Q1 2015 | $22,864,000 | -0.0% | 576,069 | -0.4% | 0.04% | -2.4% |
| Q4 2014 | $22,866,000 | -5.1% | 578,599 | -5.2% | 0.04% | -8.9% |
| Q3 2014 | $24,098,000 | +0.4% | 610,399 | -4.0% | 0.04% | +7.1% |
| Q2 2014 | $24,012,000 | +3.3% | 636,078 | +1.3% | 0.04% | -2.3% |
| Q1 2014 | $23,244,000 | -3.6% | 628,199 | -5.2% | 0.04% | -10.4% |
| Q4 2013 | $24,115,000 | +19.4% | 662,499 | +4.7% | 0.05% | +11.6% |
| Q3 2013 | $20,193,000 | -18.6% | 632,999 | -18.8% | 0.04% | -21.8% |
| Q2 2013 | $24,798,000 | – | 779,808 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Selkirk Management LLC | 216,409 | $8,544,000 | 5.37% |
| SCHOLTZ & COMPANY, LLC | 99,875 | $3,943,000 | 3.89% |
| Nelson Capital Management, LLC | 244,633 | $9,658,000 | 3.64% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 414,393 | $16,361,000 | 3.22% |
| NATIONAL INVESTMENT SERVICES INC /WI | 99,713 | $3,937,000 | 3.22% |
| DSM CAPITAL PARTNERS LLC | 3,598,151 | $142,055,000 | 2.82% |
| WATERS PARKERSON & CO., LLC | 547,213 | $21,604,000 | 2.59% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,067,136 | $160,571,000 | 2.58% |
| Integre Asset Management, LLC | 264,513 | $10,443,000 | 2.21% |
| Parametric Risk Advisors LLC | 750,000 | $29,610,000 | 2.00% |