INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 569 filers reported holding INVESCO LTD in Q2 2017. The put-call ratio across all filers is 0.26 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $699,000 | +22.2% | 40,100 | -20.0% | 0.07% | +5.8% |
| Q3 2020 | $572,000 | +6.1% | 50,100 | 0.0% | 0.07% | -5.5% |
| Q2 2020 | $539,000 | +36.5% | 50,100 | +115.0% | 0.07% | +52.1% |
| Q3 2019 | $395,000 | -17.2% | 23,300 | 0.0% | 0.05% | -18.6% |
| Q2 2019 | $477,000 | +31.4% | 23,300 | +23.9% | 0.06% | +20.4% |
| Q1 2019 | $363,000 | 0.0% | 18,800 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $363,000 | 0.0% | 18,800 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $363,000 | -35.1% | 18,800 | +18.3% | 0.05% | -41.7% |
| Q2 2017 | $559,000 | +7.9% | 15,891 | -6.0% | 0.08% | +12.0% |
| Q1 2017 | $518,000 | +94.0% | 16,900 | +92.0% | 0.08% | +87.5% |
| Q4 2016 | $267,000 | -35.7% | 8,800 | -15.8% | 0.04% | -27.3% |
| Q1 2015 | $415,000 | +34.7% | 10,454 | +34.0% | 0.06% | +34.1% |
| Q4 2014 | $308,000 | -5.8% | 7,800 | -5.8% | 0.04% | -8.9% |
| Q3 2014 | $327,000 | +52.8% | 8,277 | +45.8% | 0.04% | +55.2% |
| Q2 2014 | $214,000 | – | 5,677 | – | 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% |