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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $774 | -18.9% | 53,306 | -6.1% | 0.01% | -9.1% |
Q2 2023 | $954 | -6.9% | 56,781 | -9.2% | 0.01% | -8.3% |
Q1 2023 | $1,025 | -10.5% | 62,536 | -1.8% | 0.01% | -14.3% |
Q4 2022 | $1,145 | -99.9% | 63,661 | +0.9% | 0.01% | +16.7% |
Q3 2022 | $864,000 | +10.8% | 63,106 | +30.4% | 0.01% | +20.0% |
Q2 2022 | $780,000 | -29.5% | 48,386 | +0.8% | 0.01% | -16.7% |
Q1 2022 | $1,107,000 | -2.6% | 48,016 | -2.8% | 0.01% | +9.1% |
Q4 2021 | $1,137,000 | -10.0% | 49,401 | -5.7% | 0.01% | -15.4% |
Q3 2021 | $1,263,000 | -19.6% | 52,396 | -10.8% | 0.01% | -18.8% |
Q2 2021 | $1,570,000 | +5.6% | 58,764 | -0.4% | 0.02% | 0.0% |
Q1 2021 | $1,487,000 | +39.5% | 58,979 | -3.6% | 0.02% | +33.3% |
Q4 2020 | $1,066,000 | +45.6% | 61,201 | -4.7% | 0.01% | +33.3% |
Q3 2020 | $732,000 | +1.8% | 64,239 | -4.0% | 0.01% | 0.0% |
Q2 2020 | $719,000 | +23.5% | 66,914 | +4.3% | 0.01% | 0.0% |
Q1 2020 | $582,000 | -47.0% | 64,144 | +4.9% | 0.01% | -35.7% |
Q4 2019 | $1,099,000 | -5.3% | 61,172 | -10.7% | 0.01% | -12.5% |
Q3 2019 | $1,160,000 | -30.4% | 68,502 | -15.9% | 0.02% | -42.9% |
Q2 2019 | $1,666,000 | -11.6% | 81,482 | -16.5% | 0.03% | -15.2% |
Q1 2019 | $1,884,000 | +16.8% | 97,605 | +1.2% | 0.03% | +6.5% |
Q4 2018 | $1,613,000 | -5.7% | 96,479 | +28.9% | 0.03% | +6.9% |
Q3 2018 | $1,711,000 | -15.3% | 74,829 | -1.7% | 0.03% | -19.4% |
Q2 2018 | $2,020,000 | -3.9% | 76,100 | +15.7% | 0.04% | -18.2% |
Q1 2018 | $2,103,000 | +6.7% | 65,750 | +21.8% | 0.04% | -6.4% |
Q4 2017 | $1,971,000 | +87.9% | 53,980 | +80.1% | 0.05% | -11.3% |
Q3 2017 | $1,049,000 | +305.0% | 29,970 | +306.1% | 0.05% | +194.4% |
Q2 2017 | $259,000 | +27.6% | 7,380 | +11.1% | 0.02% | +20.0% |
Q1 2017 | $203,000 | – | 6,640 | – | 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% |