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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $285,000 | +5.2% | 11,282 | +10.5% | 0.02% | +128.6% |
| Q2 2018 | $271,000 | -24.5% | 10,207 | -8.9% | 0.01% | -30.0% |
| Q1 2018 | $359,000 | -9.1% | 11,204 | +3.6% | 0.01% | -9.1% |
| Q4 2017 | $395,000 | +49.6% | 10,815 | +43.7% | 0.01% | +37.5% |
| Q3 2017 | $264,000 | -15.9% | 7,527 | -15.6% | 0.01% | -11.1% |
| Q2 2017 | $314,000 | -87.3% | 8,919 | -88.9% | 0.01% | -86.6% |
| Q1 2017 | $2,464,000 | +37.6% | 80,451 | +36.3% | 0.07% | +13.6% |
| Q4 2016 | $1,791,000 | -50.5% | 59,027 | -58.4% | 0.06% | -1.7% |
| Q2 2016 | $3,620,000 | -87.7% | 141,723 | -85.2% | 0.06% | -81.2% |
| Q1 2016 | $29,415,000 | -51.1% | 955,977 | -46.8% | 0.32% | -40.4% |
| Q4 2015 | $60,190,000 | +129.9% | 1,797,794 | +114.4% | 0.54% | +158.5% |
| Q3 2015 | $26,185,000 | +43.8% | 838,443 | +72.7% | 0.21% | +24.0% |
| Q2 2015 | $18,206,000 | -48.6% | 485,625 | -45.5% | 0.17% | -40.8% |
| Q1 2015 | $35,390,000 | +3880.9% | 891,672 | +3863.9% | 0.28% | +2463.6% |
| Q4 2014 | $889,000 | -91.1% | 22,495 | -91.1% | 0.01% | -84.5% |
| Q3 2014 | $9,973,000 | +51.3% | 252,606 | +44.7% | 0.07% | +57.8% |
| Q2 2014 | $6,590,000 | – | 174,559 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $556,617,574 | 14.84% |
| CONTINENTAL ADVISORS LLC | 343,071 | $5,626,364 | 3.00% |
| Insight Folios Inc | 371,047 | $6,085,176 | 2.70% |
| Palouse Capital Management, Inc. | 187,305 | $3,071,797 | 2.07% |
| VALUEWORKS LLC | 252,164 | $4,135 | 1.57% |
| Olstein Capital Management, L.P. | 566,000 | $9,282 | 1.45% |
| Poehling Capital Management, INC. | 257,407 | $4,221,475 | 1.42% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $4,018 | 1.25% |
| Point72 Europe (London) LLP | 307,400 | $5,041,360 | 1.10% |
| Mork Capital Management, LLC | 73,400 | $1,203,760 | 0.98% |