INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 and the average weighting 0.1%.
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 | $274,606 | -16.8% | 18,912 | -3.6% | 0.00% | -100.0% |
Q2 2023 | $329,904 | -64.3% | 19,625 | -65.2% | 0.00% | -50.0% |
Q1 2023 | $923,983 | +135.9% | 56,340 | +158.7% | 0.00% | +100.0% |
Q4 2022 | $391,724 | +27.2% | 21,774 | -3.2% | 0.00% | 0.0% |
Q3 2022 | $308,000 | -2.5% | 22,488 | +14.7% | 0.00% | 0.0% |
Q2 2022 | $316,000 | -23.5% | 19,613 | +9.6% | 0.00% | 0.0% |
Q1 2022 | $413,000 | -25.0% | 17,897 | -25.3% | 0.00% | 0.0% |
Q4 2021 | $551,000 | -1.3% | 23,952 | +3.5% | 0.00% | 0.0% |
Q3 2021 | $558,000 | -90.3% | 23,146 | -89.2% | 0.00% | -91.7% |
Q2 2021 | $5,731,000 | +166.6% | 214,415 | +151.5% | 0.01% | +140.0% |
Q1 2021 | $2,150,000 | +235.9% | 85,254 | +132.0% | 0.01% | +150.0% |
Q4 2020 | $640,000 | +69.3% | 36,741 | +10.9% | 0.00% | +100.0% |
Q3 2020 | $378,000 | -10.0% | 33,144 | -15.2% | 0.00% | 0.0% |
Q2 2020 | $420,000 | +15.1% | 39,072 | -2.8% | 0.00% | -50.0% |
Q1 2020 | $365,000 | -76.2% | 40,198 | -52.9% | 0.00% | -60.0% |
Q4 2019 | $1,533,000 | -3.0% | 85,256 | -8.7% | 0.01% | -16.7% |
Q3 2019 | $1,581,000 | -27.9% | 93,352 | -13.0% | 0.01% | -25.0% |
Q2 2019 | $2,194,000 | +22.9% | 107,248 | +16.0% | 0.01% | +14.3% |
Q1 2019 | $1,785,000 | +53.1% | 92,422 | +32.7% | 0.01% | +16.7% |
Q4 2018 | $1,166,000 | -24.6% | 69,633 | +3.0% | 0.01% | -14.3% |
Q3 2018 | $1,546,000 | +5.2% | 67,580 | +22.1% | 0.01% | 0.0% |
Q2 2018 | $1,470,000 | -1.6% | 55,363 | +18.6% | 0.01% | -22.2% |
Q1 2018 | $1,494,000 | +71.1% | 46,673 | +95.4% | 0.01% | +80.0% |
Q4 2017 | $873,000 | +54.2% | 23,880 | +47.7% | 0.01% | +25.0% |
Q3 2017 | $566,000 | -14.8% | 16,163 | -14.3% | 0.00% | -20.0% |
Q2 2017 | $664,000 | +23.4% | 18,862 | +7.4% | 0.01% | +25.0% |
Q1 2017 | $538,000 | -12.7% | 17,555 | -13.5% | 0.00% | -20.0% |
Q4 2016 | $616,000 | -6.9% | 20,299 | -4.1% | 0.01% | -16.7% |
Q3 2016 | $662,000 | +85.4% | 21,168 | +51.4% | 0.01% | +100.0% |
Q2 2016 | $357,000 | -1.9% | 13,978 | +18.2% | 0.00% | -25.0% |
Q1 2016 | $364,000 | -1.6% | 11,830 | +7.1% | 0.00% | 0.0% |
Q4 2015 | $370,000 | -7.3% | 11,047 | -13.6% | 0.00% | -42.9% |
Q3 2015 | $399,000 | – | 12,791 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |