GUGGENHEIM CAPITAL LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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
GUGGENHEIM CAPITAL LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$1,122,019
-16.9%
77,274
-3.8%
0.01%
-9.1%
Q2 2023$1,349,809
-21.0%
80,298
-22.9%
0.01%
-21.4%
Q1 2023$1,707,830
-56.9%
104,136
-52.7%
0.01%
-60.0%
Q4 2022$3,959,851
+57.8%
220,114
+20.1%
0.04%
+52.2%
Q3 2022$2,510,000
-20.1%
183,257
-5.9%
0.02%
-8.0%
Q2 2022$3,142,000
-51.7%
194,772
-31.0%
0.02%
-35.9%
Q1 2022$6,510,000
+25.8%
282,319
+25.6%
0.04%
+44.4%
Q4 2021$5,175,000
+20.5%
224,795
+26.2%
0.03%
+3.8%
Q3 2021$4,295,000
-9.8%
178,103
+0.0%
0.03%
-7.1%
Q2 2021$4,760,000
+6.2%
178,082
+0.2%
0.03%
-3.4%
Q1 2021$4,482,000
+134.2%
177,723
+61.9%
0.03%
+141.7%
Q4 2020$1,914,000
+3.5%
109,799
-32.3%
0.01%
-7.7%
Q3 2020$1,850,000
-27.3%
162,122
-31.4%
0.01%
-35.0%
Q2 2020$2,544,000
+24.2%
236,416
+4.8%
0.02%
-4.8%
Q1 2020$2,048,000
-55.8%
225,620
-12.4%
0.02%
-40.0%
Q4 2019$4,631,000
-7.3%
257,512
-12.7%
0.04%
-12.5%
Q3 2019$4,997,000
-15.3%
294,978
+2.3%
0.04%
-16.7%
Q2 2019$5,899,000
+5.2%
288,340
-0.7%
0.05%
+4.3%
Q1 2019$5,609,000
+12.9%
290,494
-2.1%
0.05%
+9.5%
Q4 2018$4,966,000
-7.1%
296,627
+27.0%
0.04%
+20.0%
Q3 2018$5,344,000
-32.3%
233,514
-21.4%
0.04%
-34.0%
Q2 2018$7,894,000
-84.0%
297,245
-80.8%
0.05%
-56.2%
Q1 2018$49,448,000
-14.3%
1,544,737
-2.2%
0.12%
-11.7%
Q4 2017$57,732,000
+0.0%
1,579,950
-4.1%
0.14%
+0.7%
Q3 2017$57,708,000
+10.8%
1,646,897
+11.2%
0.14%
-1.4%
Q2 2017$52,102,000
+1.9%
1,480,640
-11.3%
0.14%
-0.7%
Q1 2017$51,134,000
+30.7%
1,669,397
+29.5%
0.14%
+24.1%
Q4 2016$39,113,000
+16.2%
1,289,126
+19.8%
0.11%
+6.7%
Q3 2016$33,650,000
+44.8%
1,076,095
+18.3%
0.10%
+43.8%
Q2 2016$23,236,000
-5.9%
909,781
+13.4%
0.07%
-6.4%
Q1 2016$24,685,000
-23.8%
802,247
-17.1%
0.08%
-17.0%
Q4 2015$32,404,000
+29.4%
967,868
+20.7%
0.09%
+22.1%
Q3 2015$25,036,000
-17.6%
801,666
-1.1%
0.08%
+2.7%
Q2 2015$30,381,000
+2.2%
810,407
+8.2%
0.08%
+7.1%
Q1 2015$29,740,000
+22.2%
749,311
+21.7%
0.07%
+14.8%
Q4 2014$24,329,000
-16.6%
615,617
-16.7%
0.06%
-12.9%
Q3 2014$29,163,000
+10.5%
738,681
+5.7%
0.07%
+4.5%
Q2 2014$26,391,000
-2.1%
699,104
-4.1%
0.07%
-13.0%
Q1 2014$26,968,000
+19.0%
728,880
+17.1%
0.08%
+11.6%
Q4 2013$22,654,000
+72.7%
622,373
+51.3%
0.07%
+46.8%
Q3 2013$13,119,000
-18.2%
411,263
-18.4%
0.05%
-29.9%
Q2 2013$16,033,000504,1980.07%
Other shareholders
INVESCO LTD shareholders Q4 2020
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders