INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 448 filers reported holding INVESCO LTD in Q2 2020. The put-call ratio across all filers is 1.08 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 | $935,349 | -20.6% | 64,418 | -8.1% | 0.01% | -22.2% |
| Q2 2023 | $1,178,684 | -11.6% | 70,118 | -20.6% | 0.01% | 0.0% |
| Q1 2023 | $1,333,722 | -12.4% | 88,355 | +17.0% | 0.01% | -47.1% |
| Q1 2020 | $1,523,000 | -2.2% | 75,497 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $1,558,000 | -25.7% | 75,497 | -39.0% | 0.02% | -39.3% |
| Q3 2019 | $2,096,000 | +104.9% | 123,745 | +146.5% | 0.03% | +115.4% |
| Q2 2019 | $1,023,000 | +12.7% | 50,197 | +6.8% | 0.01% | +8.3% |
| Q1 2019 | $908,000 | +22.0% | 47,017 | +5.7% | 0.01% | +9.1% |
| Q4 2018 | $744,000 | -31.8% | 44,461 | -6.8% | 0.01% | -26.7% |
| Q3 2018 | $1,091,000 | +11.1% | 47,694 | +29.0% | 0.02% | -6.2% |
| Q2 2018 | $982,000 | -17.1% | 36,958 | -0.2% | 0.02% | -20.0% |
| Q1 2018 | $1,185,000 | -26.3% | 37,027 | -15.8% | 0.02% | -28.6% |
| Q4 2017 | $1,607,000 | -56.8% | 43,985 | -58.6% | 0.03% | -56.9% |
| Q3 2017 | $3,724,000 | +212.9% | 106,279 | +214.4% | 0.06% | +195.5% |
| Q2 2017 | $1,190,000 | +31.1% | 33,806 | +14.0% | 0.02% | +22.2% |
| Q1 2017 | $908,000 | +31.6% | 29,656 | +30.4% | 0.02% | +12.5% |
| Q4 2016 | $690,000 | -14.3% | 22,751 | -11.7% | 0.02% | -15.8% |
| Q3 2016 | $805,000 | +68.4% | 25,752 | +37.5% | 0.02% | +58.3% |
| Q2 2016 | $478,000 | -12.5% | 18,727 | +5.0% | 0.01% | -14.3% |
| Q1 2016 | $546,000 | +0.6% | 17,835 | +10.0% | 0.01% | -6.7% |
| Q4 2015 | $543,000 | -90.4% | 16,211 | -91.0% | 0.02% | -89.2% |
| Q3 2015 | $5,656,000 | -50.2% | 181,084 | -40.2% | 0.14% | -41.1% |
| Q2 2015 | $11,356,000 | +3126.1% | 302,899 | +3317.2% | 0.24% | +3271.4% |
| Q1 2015 | $352,000 | -33.0% | 8,864 | -33.3% | 0.01% | -36.4% |
| Q4 2014 | $525,000 | – | 13,294 | – | 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% |