CSat Investment Advisory, L.P. - INVESCO LTD ownership

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
CSat Investment Advisory, L.P. ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2021$83,000
-2.4%
3,304
-32.2%
0.07%
-11.4%
Q4 2020$85,000
-36.1%
4,870
-58.3%
0.08%
+558.3%
Q3 2020$133,000
+2.3%
11,677
-2.7%
0.01%
-25.0%
Q2 2020$130,000
+293.9%
12,004
+227.8%
0.02%
+128.6%
Q1 2020$33,000
-50.0%
3,662
-1.1%
0.01%
-58.8%
Q4 2019$66,000
+6.5%
3,704
+2.2%
0.02%
-10.5%
Q3 2019$62,000
+26.5%
3,626
+52.7%
0.02%
+11.8%
Q2 2019$49,000
+22.5%
2,374
+13.3%
0.02%
-15.0%
Q1 2019$40,000
+14.3%
2,095
-0.4%
0.02%
-4.8%
Q4 2018$35,000
+75.0%
2,103
+141.2%
0.02%
+90.9%
Q3 2018$20,000
+42.9%
872
+61.8%
0.01%
+57.1%
Q2 2018$14,0005390.01%
Other shareholders
INVESCO LTD shareholders Q1 2021
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders