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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $179,388 | -38.2% | 10,813 | -33.0% | 0.08% | +50.9% |
Q4 2022 | $290,179 | -26.5% | 16,130 | +9.1% | 0.06% | -74.8% |
Q2 2021 | $395,000 | -70.4% | 14,791 | -80.7% | 0.22% | +35.4% |
Q4 2020 | $1,334,000 | +25.0% | 76,561 | +29.0% | 0.16% | +111.8% |
Q4 2019 | $1,067,000 | -31.8% | 59,362 | -36.5% | 0.08% | -65.3% |
Q4 2018 | $1,564,000 | +9.4% | 93,463 | +49.6% | 0.22% | -18.3% |
Q3 2018 | $1,430,000 | -46.0% | 62,475 | -37.3% | 0.27% | -51.0% |
Q2 2018 | $2,648,000 | -20.0% | 99,701 | -3.6% | 0.55% | +36.4% |
Q1 2018 | $3,312,000 | +49.2% | 103,477 | +70.3% | 0.40% | +127.8% |
Q4 2017 | $2,220,000 | +4.5% | 60,760 | +0.2% | 0.18% | +10.0% |
Q3 2017 | $2,125,000 | -58.3% | 60,625 | -58.2% | 0.16% | -59.9% |
Q2 2017 | $5,101,000 | -6.1% | 144,944 | -18.2% | 0.40% | -2.0% |
Q1 2017 | $5,431,000 | -63.6% | 177,289 | -63.9% | 0.41% | -59.2% |
Q4 2016 | $14,917,000 | +55.5% | 491,655 | +60.3% | 1.00% | +67.8% |
Q3 2016 | $9,590,000 | -8.0% | 306,676 | -24.9% | 0.59% | -18.7% |
Q2 2016 | $10,427,000 | +225.9% | 408,261 | +292.6% | 0.73% | +142.1% |
Q1 2016 | $3,199,000 | -58.4% | 103,984 | -54.7% | 0.30% | -72.4% |
Q4 2015 | $7,687,000 | +44.2% | 229,595 | +34.5% | 1.09% | +45.2% |
Q3 2015 | $5,332,000 | -28.8% | 170,724 | -14.5% | 0.75% | -26.4% |
Q2 2015 | $7,488,000 | +185.7% | 199,733 | +202.4% | 1.02% | +135.7% |
Q1 2015 | $2,621,000 | -22.7% | 66,047 | -23.0% | 0.43% | -50.4% |
Q4 2014 | $3,390,000 | +177.6% | 85,766 | +177.3% | 0.88% | +180.4% |
Q3 2014 | $1,221,000 | -10.5% | 30,933 | -14.4% | 0.31% | -29.3% |
Q2 2014 | $1,365,000 | +37.5% | 36,157 | +32.5% | 0.44% | -35.3% |
Q4 2013 | $993,000 | +372.9% | 27,290 | +312.8% | 0.68% | +32.4% |
Q2 2013 | $210,000 | – | 6,611 | – | 0.52% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |