INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 549 filers reported holding INVESCO LTD in Q3 2017. The put-call ratio across all filers is 0.49 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $541,000 | +12.7% | 21,436 | -22.1% | 0.03% | +20.0% |
| Q4 2020 | $480,000 | +24.4% | 27,518 | -18.8% | 0.02% | +13.6% |
| Q3 2020 | $386,000 | 0.0% | 33,869 | -5.6% | 0.02% | -8.3% |
| Q2 2020 | $386,000 | +35.0% | 35,867 | +14.0% | 0.02% | +14.3% |
| Q1 2020 | $286,000 | -58.1% | 31,461 | -17.0% | 0.02% | -43.2% |
| Q4 2019 | $682,000 | +18.0% | 37,910 | +11.2% | 0.04% | +8.8% |
| Q3 2019 | $578,000 | -16.7% | 34,098 | +0.6% | 0.03% | -19.0% |
| Q2 2019 | $694,000 | +6.8% | 33,908 | +0.8% | 0.04% | +2.4% |
| Q1 2019 | $650,000 | +18.6% | 33,653 | +2.9% | 0.04% | +7.9% |
| Q4 2018 | $548,000 | +0.7% | 32,712 | +37.5% | 0.04% | +22.6% |
| Q3 2018 | $544,000 | -8.1% | 23,796 | +6.7% | 0.03% | -13.9% |
| Q2 2018 | $592,000 | -15.9% | 22,298 | +1.4% | 0.04% | -14.3% |
| Q1 2018 | $704,000 | -6.4% | 21,983 | +6.8% | 0.04% | -4.5% |
| Q4 2017 | $752,000 | +2.5% | 20,589 | -1.7% | 0.04% | 0.0% |
| Q3 2017 | $734,000 | +0.4% | 20,943 | +0.8% | 0.04% | -2.2% |
| Q2 2017 | $731,000 | +21.0% | 20,771 | +5.3% | 0.04% | +15.4% |
| Q1 2017 | $604,000 | +9.0% | 19,725 | +8.0% | 0.04% | 0.0% |
| Q4 2016 | $554,000 | -1.8% | 18,269 | +1.3% | 0.04% | -4.9% |
| Q3 2016 | $564,000 | +6.2% | 18,037 | -13.2% | 0.04% | +10.8% |
| Q2 2016 | $531,000 | -18.9% | 20,781 | -2.4% | 0.04% | -24.5% |
| Q1 2016 | $655,000 | -7.0% | 21,293 | +1.2% | 0.05% | -10.9% |
| Q4 2015 | $704,000 | +37.2% | 21,042 | +28.1% | 0.06% | +34.1% |
| Q3 2015 | $513,000 | -7.7% | 16,424 | +10.8% | 0.04% | 0.0% |
| Q2 2015 | $556,000 | +4.7% | 14,824 | +10.8% | 0.04% | 0.0% |
| Q1 2015 | $531,000 | -1.8% | 13,380 | -2.2% | 0.04% | -6.8% |
| Q4 2014 | $541,000 | +10.4% | 13,679 | +10.3% | 0.04% | +4.8% |
| Q3 2014 | $490,000 | +3.2% | 12,403 | -1.5% | 0.04% | +5.0% |
| Q2 2014 | $475,000 | -0.2% | 12,589 | -2.1% | 0.04% | +2.6% |
| Q1 2014 | $476,000 | +40.0% | 12,853 | +37.7% | 0.04% | +25.8% |
| Q4 2013 | $340,000 | +153.7% | 9,336 | +122.6% | 0.03% | +93.8% |
| Q3 2013 | $134,000 | +36.7% | 4,194 | +35.8% | 0.02% | +23.1% |
| Q2 2013 | $98,000 | – | 3,089 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Selkirk Management LLC | 216,409 | $8,544,000 | 5.37% |
| SCHOLTZ & COMPANY, LLC | 99,875 | $3,943,000 | 3.89% |
| Nelson Capital Management, LLC | 244,633 | $9,658,000 | 3.64% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 414,393 | $16,361,000 | 3.22% |
| NATIONAL INVESTMENT SERVICES INC /WI | 99,713 | $3,937,000 | 3.22% |
| DSM CAPITAL PARTNERS LLC | 3,598,151 | $142,055,000 | 2.82% |
| WATERS PARKERSON & CO., LLC | 547,213 | $21,604,000 | 2.59% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,067,136 | $160,571,000 | 2.58% |
| Integre Asset Management, LLC | 264,513 | $10,443,000 | 2.21% |
| Parametric Risk Advisors LLC | 750,000 | $29,610,000 | 2.00% |