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 2021 | $256,000 | -12.0% | 9,554 | -17.1% | 0.00% | -33.3% |
| Q1 2021 | $291,000 | +9.4% | 11,519 | -24.5% | 0.00% | 0.0% |
| Q4 2020 | $266,000 | -70.5% | 15,250 | -80.7% | 0.00% | -70.0% |
| Q3 2020 | $903,000 | -34.5% | 79,181 | -38.2% | 0.01% | -37.5% |
| Q2 2020 | $1,379,000 | -91.7% | 128,174 | -93.0% | 0.02% | -92.8% |
| Q1 2020 | $16,575,000 | -42.3% | 1,825,512 | +14.2% | 0.22% | -26.8% |
| Q4 2019 | $28,743,000 | -0.3% | 1,598,633 | -6.1% | 0.30% | -5.6% |
| Q3 2019 | $28,831,000 | -7.7% | 1,701,980 | +11.5% | 0.32% | -9.1% |
| Q2 2019 | $31,240,000 | +66.8% | 1,526,863 | +57.4% | 0.35% | +63.0% |
| Q1 2019 | $18,729,000 | +39.2% | 969,942 | +20.7% | 0.22% | +28.6% |
| Q4 2018 | $13,451,000 | -33.0% | 803,540 | -8.4% | 0.17% | -22.2% |
| Q3 2018 | $20,074,000 | -21.0% | 877,401 | -8.3% | 0.22% | -24.7% |
| Q2 2018 | $25,424,000 | -32.8% | 957,251 | -19.0% | 0.29% | -32.3% |
| Q1 2018 | $37,807,000 | -28.7% | 1,181,079 | -18.6% | 0.42% | -26.1% |
| Q4 2017 | $53,049,000 | -0.8% | 1,451,809 | -4.9% | 0.57% | -5.4% |
| Q3 2017 | $53,469,000 | -1.6% | 1,525,935 | -1.2% | 0.61% | -4.9% |
| Q2 2017 | $54,329,000 | +20.6% | 1,543,882 | +5.0% | 0.64% | +19.7% |
| Q1 2017 | $45,058,000 | +10.1% | 1,471,059 | +9.1% | 0.53% | +6.4% |
| Q4 2016 | $40,928,000 | -5.4% | 1,348,957 | -2.5% | 0.50% | -10.1% |
| Q3 2016 | $43,244,000 | +21.5% | 1,382,924 | -0.8% | 0.56% | +20.6% |
| Q2 2016 | $35,601,000 | -18.6% | 1,393,923 | -2.0% | 0.46% | -20.3% |
| Q1 2016 | $43,757,000 | -24.5% | 1,422,079 | -17.8% | 0.58% | -25.4% |
| Q4 2015 | $57,920,000 | +9.6% | 1,730,005 | +2.3% | 0.78% | +3.2% |
| Q3 2015 | $52,824,000 | -11.1% | 1,691,439 | +6.7% | 0.75% | -4.6% |
| Q2 2015 | $59,445,000 | -4.6% | 1,585,622 | +1.0% | 0.79% | -1.4% |
| Q1 2015 | $62,280,000 | +2.5% | 1,569,153 | +2.1% | 0.80% | +1.5% |
| Q4 2014 | $60,750,000 | -2.4% | 1,537,213 | -2.5% | 0.79% | +1.5% |
| Q3 2014 | $62,226,000 | +6.9% | 1,576,138 | +2.2% | 0.78% | +8.8% |
| Q2 2014 | $58,229,000 | +5.9% | 1,542,491 | +3.8% | 0.71% | +2.1% |
| Q1 2014 | $55,009,000 | +8.5% | 1,486,714 | +6.8% | 0.70% | +11.5% |
| Q4 2013 | $50,692,000 | +51.5% | 1,392,635 | +32.7% | 0.63% | +41.6% |
| Q3 2013 | $33,471,000 | +1939.7% | 1,049,235 | +1934.0% | 0.44% | +1909.1% |
| Q2 2013 | $1,641,000 | – | 51,586 | – | 0.02% | – |
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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% |