INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 567 filers reported holding INVESCO LTD in Q2 2018. The put-call ratio across all filers is 0.66 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 2020 | $211,000 | -5.4% | 18,463 | -11.1% | 0.01% | -12.5% |
| Q2 2020 | $223,000 | -39.7% | 20,764 | -49.1% | 0.01% | -50.0% |
| Q1 2020 | $370,000 | -43.9% | 40,770 | +12.1% | 0.02% | -27.3% |
| Q4 2019 | $659,000 | +4.6% | 36,383 | -1.1% | 0.02% | 0.0% |
| Q3 2019 | $630,000 | -2.9% | 36,798 | +16.1% | 0.02% | 0.0% |
| Q2 2019 | $649,000 | +64.3% | 31,700 | +54.3% | 0.02% | +57.1% |
| Q1 2019 | $395,000 | +50.2% | 20,550 | +32.3% | 0.01% | +40.0% |
| Q4 2018 | $263,000 | -39.0% | 15,528 | -17.8% | 0.01% | -33.3% |
| Q3 2018 | $431,000 | +39.5% | 18,897 | +56.8% | 0.02% | +25.0% |
| Q2 2018 | $309,000 | -13.2% | 12,051 | +8.5% | 0.01% | -14.3% |
| Q1 2018 | $356,000 | -19.6% | 11,110 | -8.9% | 0.01% | -22.2% |
| Q4 2017 | $443,000 | +21.0% | 12,195 | +16.0% | 0.02% | +12.5% |
| Q3 2017 | $366,000 | -32.0% | 10,513 | -32.1% | 0.02% | -33.3% |
| Q2 2017 | $538,000 | +4.7% | 15,490 | -6.3% | 0.02% | -11.1% |
| Q1 2017 | $514,000 | +24.5% | 16,524 | +21.3% | 0.03% | +28.6% |
| Q4 2016 | $413,000 | +66.5% | 13,625 | +72.1% | 0.02% | +61.5% |
| Q3 2016 | $248,000 | -33.5% | 7,919 | -45.7% | 0.01% | -38.1% |
| Q2 2016 | $373,000 | -15.6% | 14,592 | +1.2% | 0.02% | -16.0% |
| Q1 2016 | $442,000 | -24.3% | 14,425 | -17.9% | 0.02% | -16.7% |
| Q4 2015 | $584,000 | +31.8% | 17,570 | +24.1% | 0.03% | +25.0% |
| Q3 2015 | $443,000 | -16.6% | 14,153 | +0.8% | 0.02% | 0.0% |
| Q2 2015 | $531,000 | -4.7% | 14,046 | +0.5% | 0.02% | -35.1% |
| Q1 2015 | $557,000 | +8.4% | 13,978 | +8.2% | 0.04% | 0.0% |
| Q4 2014 | $514,000 | +2.8% | 12,917 | +3.6% | 0.04% | -7.5% |
| Q3 2014 | $500,000 | – | 12,468 | – | 0.04% | – |
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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% |