INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $296,617 | +24.4% | 20,262 | +44.6% | 0.00% | -50.0% |
Q2 2023 | $238,400 | -12.4% | 14,016 | -14.7% | 0.00% | 0.0% |
Q1 2023 | $272,159 | -69.8% | 16,429 | -75.8% | 0.00% | -50.0% |
Q4 2022 | $902,055 | +29.3% | 67,888 | +34.2% | 0.01% | +33.3% |
Q3 2022 | $697,883 | +186.5% | 50,605 | +235.2% | 0.01% | +20.0% |
Q2 2022 | $243,595 | -26.6% | 15,098 | +4.9% | 0.01% | -37.5% |
Q1 2022 | $332,000 | +5.1% | 14,393 | +4.6% | 0.01% | 0.0% |
Q4 2021 | $316,000 | -13.7% | 13,756 | -9.5% | 0.01% | -27.3% |
Q3 2021 | $366,000 | -6.6% | 15,204 | +3.6% | 0.01% | -8.3% |
Q2 2021 | $392,000 | +21.4% | 14,676 | +14.5% | 0.01% | +9.1% |
Q1 2021 | $323,000 | +3937.5% | 12,821 | +1396.0% | 0.01% | +1000.0% |
Q1 2020 | $8,000 | +700.0% | 857 | +1042.7% | 0.00% | – |
Q1 2019 | $1,000 | -97.8% | 75 | -57.1% | 0.00% | -100.0% |
Q2 2018 | $46,000 | +475.0% | 175 | -29.7% | 0.03% | +750.0% |
Q1 2018 | $8,000 | +166.7% | 249 | +232.0% | 0.00% | +100.0% |
Q4 2017 | $3,000 | 0.0% | 75 | +1.4% | 0.00% | +100.0% |
Q2 2017 | $3,000 | 0.0% | 74 | -22.9% | 0.00% | -50.0% |
Q1 2017 | $3,000 | 0.0% | 96 | 0.0% | 0.00% | -33.3% |
Q3 2016 | $3,000 | -25.0% | 96 | -47.5% | 0.00% | -25.0% |
Q2 2016 | $4,000 | -33.3% | 183 | 0.0% | 0.00% | -66.7% |
Q1 2016 | $6,000 | – | 183 | – | 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% |