CAPSTONE INVESTMENT 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
CAPSTONE INVESTMENT ADVISORS, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$1,223,150
+10.8%
84,239
+28.3%
0.01%0.0%
Q2 2023$1,103,509
+33.4%
65,646
+30.1%
0.01%
+25.0%
Q1 2023$827,249
-74.7%
50,442
-72.2%
0.00%
-83.3%
Q4 2022$3,267,794
+30.7%
181,645
-0.5%
0.02%
+60.0%
Q3 2022$2,501,000
+2.3%
182,554
+20.5%
0.02%
+25.0%
Q2 2022$2,444,000
-43.0%
151,518
-18.6%
0.01%
+9.1%
Q1 2022$4,290,000
-58.1%
186,088
-58.2%
0.01%
-35.3%
Q4 2021$10,250,000
+14.3%
445,293
+19.8%
0.02%0.0%
Q3 2021$8,964,000
+35.7%
371,824
+50.4%
0.02%
+13.3%
Q2 2021$6,608,000
+51.6%
247,200
+43.1%
0.02%
+15.4%
Q1 2021$4,358,000
+65.7%
172,800
+14.5%
0.01%
+62.5%
Q4 2020$2,630,000
+31.4%
150,884
-13.9%
0.01%
-27.3%
Q3 2020$2,001,000
+31.0%
175,332
+23.6%
0.01%
+10.0%
Q2 2020$1,527,000
+50.3%
141,840
+26.8%
0.01%
-41.2%
Q1 2020$1,016,000
-50.6%
111,852
-2.1%
0.02%
+54.5%
Q4 2019$2,055,000
+23.5%
114,289
+16.3%
0.01%0.0%
Q3 2019$1,664,000
+7.3%
98,246
+29.6%
0.01%
-8.3%
Q2 2019$1,551,000
+50.1%
75,833
+41.7%
0.01%
+20.0%
Q1 2019$1,033,000
+126.5%
53,526
+96.8%
0.01%
+66.7%
Q4 2018$456,000
+31.4%
27,200
+78.9%
0.01%
+100.0%
Q3 2018$347,000
-56.5%
15,202
-30.4%
0.00%
-87.0%
Q4 2017$798,000
-63.6%
21,856
-69.8%
0.02%
-66.2%
Q4 2016$2,195,000
-55.8%
72,379
-62.8%
0.07%
-28.4%
Q2 2016$4,971,000194,6490.10%
Other shareholders
INVESCO LTD shareholders Q1 2022
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders