Simplicity Solutions, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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
Simplicity Solutions, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2020$990,000
+447.0%
56,813
+185.7%
0.02%
+150.0%
Q1 2020$181,000
-46.1%
19,883
+6.5%
0.01%
-40.0%
Q4 2019$336,000
+65.5%
18,677
+55.7%
0.01%
+25.0%
Q3 2019$203,000
-73.4%
11,998
-67.8%
0.01%
-75.8%
Q2 2019$763,000
-12.7%
37,282
-2.4%
0.03%
-34.0%
Q3 2018$874,000
-43.7%
38,203
-34.7%
0.05%
-55.4%
Q2 2018$1,553,000
+12.5%
58,495
+35.5%
0.11%
-5.9%
Q1 2018$1,381,000
-13.1%
43,168
-0.8%
0.12%
-22.7%
Q4 2017$1,590,000
+218.0%
43,530
+205.1%
0.15%
-54.3%
Q3 2017$500,000
-65.5%
14,266
-65.4%
0.34%
+97.1%
Q2 2017$1,450,000
+14.9%
41,198
-0.0%
0.17%
-11.9%
Q1 2017$1,262,000
+6.3%
41,199
+5.3%
0.19%
-29.2%
Q4 2016$1,187,000
+188.8%
39,122
+197.3%
0.27%
+37.0%
Q3 2016$411,000
-35.2%
13,158
-47.0%
0.20%
-41.3%
Q2 2016$634,000
-5.8%
24,805
+13.4%
0.34%
-17.4%
Q1 2016$673,000
+23.3%
21,876
+34.2%
0.41%
+535.4%
Q4 2015$546,00016,2980.06%
Other shareholders
INVESCO LTD shareholders Q4 2020
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