INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 586 filers reported holding INVESCO LTD in Q1 2018. The put-call ratio across all filers is 0.60 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 2020 | $3,000 | -62.5% | 278 | -34.7% | 0.00% | -50.0% |
| Q4 2019 | $8,000 | -85.7% | 426 | -87.1% | 0.00% | -81.8% |
| Q3 2019 | $56,000 | +330.8% | 3,310 | +436.5% | 0.02% | +340.0% |
| Q2 2019 | $13,000 | -69.0% | 617 | -75.7% | 0.01% | -61.5% |
| Q4 2018 | $42,000 | +281.8% | 2,536 | +411.3% | 0.01% | +333.3% |
| Q3 2018 | $11,000 | +450.0% | 496 | +740.7% | 0.00% | +200.0% |
| Q1 2018 | $2,000 | -50.0% | 59 | -57.2% | 0.00% | -50.0% |
| Q3 2015 | $4,000 | -20.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | 0.0% | 138 | 0.0% | 0.00% | +100.0% |
| Q1 2015 | $5,000 | -44.4% | 138 | -40.0% | 0.00% | -50.0% |
| Q4 2014 | $9,000 | -99.2% | 230 | -99.2% | 0.00% | -97.9% |
| Q4 2013 | $1,115,000 | +34.7% | 30,645 | +18.0% | 0.10% | +52.4% |
| Q3 2013 | $828,000 | +0.2% | 25,968 | 0.0% | 0.06% | -8.7% |
| Q2 2013 | $826,000 | +10.0% | 25,968 | +0.1% | 0.07% | +30.2% |
| Q1 2013 | $751,000 | +11.3% | 25,945 | +0.3% | 0.05% | -1.9% |
| Q4 2012 | $675,000 | +3.8% | 25,876 | -0.5% | 0.05% | +8.0% |
| Q3 2012 | $650,000 | +11.9% | 26,007 | +1.2% | 0.05% | +6.4% |
| Q2 2012 | $581,000 | -11.4% | 25,700 | +4.5% | 0.05% | -7.8% |
| Q1 2012 | $656,000 | +33.9% | 24,600 | +0.8% | 0.05% | +18.6% |
| Q4 2011 | $490,000 | -45.6% | 24,400 | -50.2% | 0.04% | 0.0% |
| Q3 2011 | $900,000 | -9.1% | 49,000 | -0.4% | 0.04% | -6.5% |
| Q2 2011 | $990,000 | +57.4% | 49,200 | +100.0% | 0.05% | -9.8% |
| Q1 2011 | $629,000 | +6.2% | 24,600 | 0.0% | 0.05% | -1.9% |
| Q4 2010 | $592,000 | +9.4% | 24,600 | -0.4% | 0.05% | +2.0% |
| Q1 2010 | $541,000 | -6.7% | 24,700 | 0.0% | 0.05% | -10.5% |
| Q4 2009 | $580,000 | +2.8% | 24,700 | -0.4% | 0.06% | 0.0% |
| Q3 2009 | $564,000 | +27.6% | 24,800 | 0.0% | 0.06% | +7.5% |
| Q2 2009 | $442,000 | +28.5% | 24,800 | 0.0% | 0.05% | +3.9% |
| Q1 2009 | $344,000 | – | 24,800 | – | 0.05% | – |
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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% |