Carroll Financial Associates, Inc. - INVESCO LTD ownership

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
Carroll Financial Associates, Inc. ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2021$0
-100.0%
21
-58.8%
0.00%
Q3 2021$1,000
-98.9%
51
-98.5%
0.00%
-100.0%
Q2 2021$93,000
+5.7%
3,491
-0.2%
0.01%0.0%
Q1 2021$88,000
-43.9%
3,497
-61.4%
0.01%
-50.0%
Q4 2020$157,000
+7750.0%
9,049
+3593.5%
0.01%
Q3 2020$2,0000.0%2450.0%0.00%
Q2 2020$2,000
-33.3%
245
+160.6%
0.00%
Q4 2017$3,000
-40.0%
94
-34.7%
0.00%
-100.0%
Q3 2017$5,000
-44.4%
144
-48.4%
0.00%0.0%
Q2 2017$9,000
+12.5%
2790.0%0.00%0.0%
Q1 2017$8,0000.0%2790.0%0.00%0.0%
Q4 2016$8,000
+100.0%
279
+93.8%
0.00%0.0%
Q3 2016$4,000
+33.3%
144
-1.4%
0.00%0.0%
Q2 2016$3,000
-40.0%
146
-14.1%
0.00%0.0%
Q1 2016$5,000
+400.0%
170
+209.1%
0.00%
Q4 2015$1,0000.0%550.0%0.00%
Q3 2015$1,000550.00%
Other shareholders
INVESCO LTD shareholders Q3 2021
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