INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 569 filers reported holding INVESCO LTD in Q2 2017. The put-call ratio across all filers is 0.26 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,174,094 | -13.6% | 149,731 | 0.0% | 0.28% | -18.1% |
| Q2 2023 | $2,516,978 | -15.5% | 149,731 | -17.6% | 0.34% | +14.8% |
| Q1 2023 | $2,980,388 | -17.9% | 181,731 | -9.9% | 0.30% | -32.9% |
| Q4 2022 | $3,629,141 | +31.3% | 201,731 | 0.0% | 0.44% | +41.0% |
| Q3 2022 | $2,763,715 | -23.0% | 201,731 | -9.3% | 0.32% | +1.0% |
| Q2 2022 | $3,588,000 | -33.1% | 222,469 | -4.3% | 0.31% | +35.1% |
| Q1 2022 | $5,361,000 | +0.2% | 232,469 | 0.0% | 0.23% | -29.1% |
| Q4 2021 | $5,351,000 | -14.5% | 232,469 | -10.4% | 0.33% | -18.5% |
| Q3 2021 | $6,256,000 | +6.4% | 259,469 | +18.0% | 0.40% | +9.3% |
| Q2 2021 | $5,880,000 | -6.0% | 219,971 | -11.3% | 0.37% | -7.6% |
| Q1 2021 | $6,254,000 | +35.7% | 247,971 | -6.3% | 0.40% | +1.3% |
| Q4 2020 | $4,610,000 | -40.6% | 264,503 | -61.1% | 0.39% | -52.7% |
| Q3 2020 | $7,765,000 | +7.8% | 680,532 | +1.6% | 0.83% | -8.2% |
| Q2 2020 | $7,204,000 | +146.8% | 669,532 | +108.3% | 0.90% | +104.3% |
| Q1 2020 | $2,919,000 | -33.5% | 321,432 | +31.7% | 0.44% | +53.1% |
| Q4 2019 | $4,388,000 | +112.3% | 244,000 | +100.0% | 0.29% | +14.7% |
| Q3 2019 | $2,067,000 | +119.7% | 122,000 | +165.2% | 0.25% | +114.5% |
| Q2 2019 | $941,000 | -9.8% | 46,000 | -14.8% | 0.12% | -18.2% |
| Q1 2019 | $1,043,000 | +272.5% | 54,000 | +575.0% | 0.14% | +225.0% |
| Q3 2017 | $280,000 | -0.7% | 8,000 | 0.0% | 0.04% | -6.4% |
| Q2 2017 | $282,000 | +15.1% | 8,000 | 0.0% | 0.05% | -17.5% |
| Q1 2017 | $245,000 | +0.8% | 8,000 | 0.0% | 0.06% | -21.9% |
| Q4 2016 | $243,000 | -2.8% | 8,000 | 0.0% | 0.07% | -19.8% |
| Q3 2016 | $250,000 | – | 8,000 | – | 0.09% | – |
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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% |