INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 518 filers reported holding INVESCO LTD in Q4 2019. The put-call ratio across all filers is 0.49 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 | $4,923,311 | -23.5% | 339,071 | -11.5% | 2.62% | -9.9% |
Q2 2023 | $6,439,424 | +5.2% | 383,071 | +2.7% | 2.91% | -10.9% |
Q1 2023 | $6,118,364 | -5.8% | 373,071 | +3.3% | 3.27% | -3.9% |
Q4 2022 | $6,497,466 | -1.6% | 361,171 | -25.0% | 3.40% | -12.5% |
Q3 2022 | $6,600,000 | -6.2% | 481,717 | +10.5% | 3.89% | -8.3% |
Q2 2022 | $7,033,000 | -18.2% | 436,017 | +16.9% | 4.24% | 0.0% |
Q1 2022 | $8,599,000 | +12.9% | 372,917 | +12.7% | 4.24% | +32.2% |
Q4 2021 | $7,618,000 | -8.1% | 330,917 | -3.8% | 3.21% | -8.8% |
Q3 2021 | $8,292,000 | -12.3% | 343,917 | -2.8% | 3.52% | -19.3% |
Q2 2021 | $9,460,000 | -7.1% | 353,917 | -12.4% | 4.36% | -7.7% |
Q1 2021 | $10,187,000 | +26.0% | 403,917 | -12.9% | 4.72% | +27.8% |
Q4 2020 | $8,086,000 | +19.2% | 463,917 | -22.0% | 3.69% | +2.8% |
Q3 2020 | $6,786,000 | -19.9% | 594,727 | -24.4% | 3.59% | -20.7% |
Q2 2020 | $8,467,000 | +42.0% | 786,837 | +19.8% | 4.53% | +2.1% |
Q1 2020 | $5,964,000 | -44.4% | 656,837 | +10.2% | 4.44% | -14.3% |
Q4 2019 | $10,721,000 | -0.7% | 596,264 | -6.4% | 5.18% | -18.8% |
Q3 2019 | $10,796,000 | +73.9% | 637,264 | +110.0% | 6.38% | +82.1% |
Q2 2019 | $6,209,000 | -30.4% | 303,464 | -34.3% | 3.50% | -15.5% |
Q1 2019 | $8,915,000 | -11.3% | 461,708 | -23.1% | 4.14% | +35.1% |
Q4 2018 | $10,049,000 | -47.2% | 600,302 | -27.9% | 3.07% | -26.3% |
Q3 2018 | $19,050,000 | +97.0% | 832,602 | +128.7% | 4.16% | +72.7% |
Q2 2018 | $9,670,000 | +586.8% | 364,102 | +810.3% | 2.41% | +657.9% |
Q2 2017 | $1,408,000 | -37.0% | 40,000 | -45.2% | 0.32% | -36.4% |
Q1 2017 | $2,236,000 | +47.4% | 73,000 | +46.0% | 0.50% | +21.4% |
Q4 2016 | $1,517,000 | – | 50,000 | – | 0.41% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $556,617,574 | 14.84% |
CONTINENTAL ADVISORS LLC | 343,071 | $5,626,364 | 3.00% |
Insight Folios Inc | 371,047 | $6,085,176 | 2.70% |
Palouse Capital Management, Inc. | 187,305 | $3,071,797 | 2.07% |
VALUEWORKS LLC | 252,164 | $4,135 | 1.57% |
Olstein Capital Management, L.P. | 566,000 | $9,282 | 1.45% |
Poehling Capital Management, INC. | 257,407 | $4,221,475 | 1.42% |
AMERICAN FINANCIAL GROUP INC | 245,000 | $4,018 | 1.25% |
Point72 Europe (London) LLP | 307,400 | $5,041,360 | 1.10% |
Mork Capital Management, LLC | 73,400 | $1,203,760 | 0.98% |