INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 588 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 2024 | $418,611 | -3.9% | 27,982 | +6.6% | 0.01% | 0.0% |
Q1 2024 | $435,509 | +68.3% | 26,251 | +81.0% | 0.01% | +50.0% |
Q4 2023 | $258,801 | +57.8% | 14,507 | +28.5% | 0.01% | +50.0% |
Q3 2023 | $163,974 | -17.9% | 11,293 | -4.9% | 0.00% | -20.0% |
Q2 2023 | $199,675 | +5.8% | 11,878 | +3.2% | 0.01% | 0.0% |
Q1 2023 | $188,731 | -5.3% | 11,508 | +3.9% | 0.01% | -16.7% |
Q4 2022 | $199,293 | +8.3% | 11,078 | -17.3% | 0.01% | 0.0% |
Q3 2022 | $184,000 | -24.6% | 13,403 | -11.5% | 0.01% | -25.0% |
Q2 2022 | $244,000 | -15.3% | 15,152 | +21.4% | 0.01% | -11.1% |
Q1 2022 | $288,000 | +5.5% | 12,483 | +5.3% | 0.01% | +12.5% |
Q4 2021 | $273,000 | -2.5% | 11,856 | +2.0% | 0.01% | -20.0% |
Q3 2021 | $280,000 | -7.0% | 11,620 | +3.3% | 0.01% | -16.7% |
Q2 2021 | $301,000 | +7.9% | 11,254 | +1.8% | 0.01% | 0.0% |
Q1 2021 | $279,000 | +43.1% | 11,059 | -1.4% | 0.01% | +33.3% |
Q4 2020 | $195,000 | +48.9% | 11,212 | -2.5% | 0.01% | +28.6% |
Q3 2020 | $131,000 | +4.0% | 11,495 | -1.5% | 0.01% | -12.5% |
Q2 2020 | $126,000 | +162.5% | 11,669 | +122.8% | 0.01% | +100.0% |
Q1 2020 | $48,000 | -45.5% | 5,238 | +7.2% | 0.00% | -33.3% |
Q4 2019 | $88,000 | -2.2% | 4,884 | -7.8% | 0.01% | -14.3% |
Q3 2019 | $90,000 | -38.8% | 5,295 | -26.5% | 0.01% | -46.2% |
Q2 2019 | $147,000 | +7.3% | 7,208 | +2.0% | 0.01% | +8.3% |
Q1 2019 | $137,000 | +16.1% | 7,069 | +0.5% | 0.01% | +9.1% |
Q4 2018 | $118,000 | +78.8% | 7,033 | +143.7% | 0.01% | +57.1% |
Q3 2018 | $66,000 | -5.7% | 2,886 | +8.9% | 0.01% | -12.5% |
Q2 2018 | $70,000 | -30.0% | 2,650 | -15.5% | 0.01% | -33.3% |
Q1 2018 | $100,000 | +354.5% | 3,136 | +342.3% | 0.01% | +300.0% |
Q3 2016 | $22,000 | +57.1% | 709 | +25.0% | 0.00% | +50.0% |
Q2 2016 | $14,000 | +27.3% | 567 | +57.9% | 0.00% | 0.0% |
Q1 2016 | $11,000 | -60.7% | 359 | -56.8% | 0.00% | -60.0% |
Q4 2015 | $28,000 | +64.7% | 831 | +50.5% | 0.01% | +25.0% |
Q3 2015 | $17,000 | +750.0% | 552 | +1004.0% | 0.00% | – |
Q2 2015 | $2,000 | +100.0% | 50 | +194.1% | 0.00% | – |
Q1 2015 | $1,000 | -80.0% | 17 | -86.8% | 0.00% | -100.0% |
Q4 2014 | $5,000 | – | 129 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |