CONTINENTAL ADVISORS LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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
CONTINENTAL ADVISORS LLC ownership history of INVESCO LTD
ValueSharesWeighting
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$1,517,00050,0000.41%
Other shareholders
INVESCO LTD shareholders Q1 2022
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 45,473,859$1,182,320,00015.85%
Applied Fundamental Research, LLC 572,850$13,187,0006.34%
CONTINENTAL ADVISORS LLC 330,917$7,618,0003.21%
Full18 Capital LLC 251,443$6,389,0002.71%
Kiltearn Partners LLP 2,700,877$62,174,0002.57%
Insight Folios Inc 231,912$5,339,0002.50%
Cambridge Financial Group, Inc. 270,760$6,232,895,0002.45%
VALUEWORKS LLC 256,811$5,912,0002.34%
Olstein Capital Management, L.P. 746,900$17,194,0002.05%
Poehling Capital Management, INC. 237,769$5,473,0001.77%
View complete list of INVESCO LTD shareholders