INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $683,000 | +8.8% | 25,544 | +2.6% | 0.24% | +145.4% |
| Q1 2021 | $628,000 | +35.6% | 24,895 | -6.3% | 0.10% | +47.0% |
| Q4 2020 | $463,000 | -27.7% | 26,560 | -19.8% | 0.07% | -58.2% |
| Q1 2019 | $640,000 | -29.3% | 33,121 | -38.8% | 0.16% | -22.2% |
| Q4 2018 | $905,000 | +206.8% | 54,076 | +319.2% | 0.20% | +262.5% |
| Q3 2018 | $295,000 | -68.1% | 12,901 | -63.0% | 0.06% | -67.1% |
| Q2 2018 | $925,000 | -4.4% | 34,830 | +31.5% | 0.17% | -30.9% |
| Q4 2017 | $968,000 | +134.4% | 26,482 | +124.8% | 0.25% | +125.7% |
| Q3 2017 | $413,000 | -4.0% | 11,782 | -4.0% | 0.11% | 0.0% |
| Q2 2017 | $430,000 | -14.9% | 12,268 | -25.6% | 0.11% | -23.2% |
| Q1 2017 | $505,000 | +2.0% | 16,499 | +1.6% | 0.14% | -21.5% |
| Q3 2016 | $495,000 | -51.9% | 16,246 | -60.8% | 0.18% | -62.4% |
| Q2 2016 | $1,030,000 | -34.6% | 41,447 | -17.8% | 0.48% | -21.1% |
| Q1 2016 | $1,575,000 | +56.1% | 50,392 | +66.7% | 0.61% | +122.6% |
| Q4 2015 | $1,009,000 | -19.3% | 30,229 | -24.5% | 0.27% | -55.4% |
| Q3 2015 | $1,251,000 | -61.8% | 40,057 | -54.3% | 0.62% | -15.6% |
| Q2 2015 | $3,279,000 | +239.1% | 87,646 | +262.5% | 0.73% | +176.1% |
| Q1 2015 | $967,000 | -65.2% | 24,181 | -65.3% | 0.26% | -76.4% |
| Q4 2014 | $2,781,000 | +242.1% | 69,694 | +239.5% | 1.12% | +136.2% |
| Q3 2014 | $813,000 | +21.7% | 20,529 | +16.0% | 0.47% | -1.3% |
| Q2 2014 | $668,000 | +32.8% | 17,699 | +28.1% | 0.48% | +16.0% |
| Q1 2014 | $503,000 | -1.8% | 13,816 | -2.1% | 0.41% | +101.5% |
| Q4 2013 | $512,000 | – | 14,108 | – | 0.20% | – |
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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% |