Mount Lucas Management LP - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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
Mount Lucas Management LP ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2022$54
-100.0%
3
-100.0%
0.00%
-100.0%
Q3 2022$1,880,000
-16.0%
137,242
-1.0%
0.65%
-13.6%
Q2 2022$2,237,000
-33.9%
138,662
-5.6%
0.75%
-24.0%
Q1 2022$3,386,000
-10.1%
146,814
-10.3%
0.99%
-8.4%
Q4 2021$3,766,000
-74.6%
163,616
-72.2%
1.08%
-75.3%
Q1 2021$14,827,000
+60.8%
587,926
+11.1%
4.36%
+125.0%
Q4 2020$9,220,000
+54.9%
528,961
+1.4%
1.94%
+56.3%
Q3 2020$5,953,0000.0%521,738
-5.7%
1.24%
+5.3%
Q2 2020$5,953,000553,2771.18%
Other shareholders
INVESCO LTD shareholders Q1 2021
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$492,810,1947.50%
CONTINENTAL ADVISORS LLC 329,071$4,778,1112.54%
Insight Folios Inc 354,003$5,140,1182.51%
Palouse Capital Management, Inc. 172,933$2,510,9871.86%
Olstein Capital Management, L.P. 624,000$9,0601.55%
VALUEWORKS LLC 249,309$3,6201.32%
Poehling Capital Management, INC. 254,271$3,692,0151.29%
AMERICAN FINANCIAL GROUP INC 245,000$3,5571.22%
Gillson Capital LP 1,078,299$15,6571.16%
Live Oak Private Wealth LLC 316,116$4,590,0020.98%
View complete list of INVESCO LTD shareholders