ROPES WEALTH ADVISORS LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 556 filers reported holding INVESCO LTD in Q4 2016. The put-call ratio across all filers is 0.19 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
ROPES WEALTH ADVISORS LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2019$127,000
-20.1%
7,085
-24.5%
0.03%
-20.6%
Q3 2019$159,000
-25.0%
9,389
-9.4%
0.03%
-24.4%
Q2 2019$212,000
-34.0%
10,364
-37.6%
0.04%
-47.1%
Q1 2019$321,000
+7.0%
16,612
-7.4%
0.08%
-1.2%
Q4 2018$300,000
-37.4%
17,937
-14.2%
0.09%
-27.1%
Q3 2018$479,000
-12.3%
20,914
+1.7%
0.12%
-20.3%
Q2 2018$546,000
-17.0%
20,5640.0%0.15%
-17.8%
Q1 2018$658,000
-11.3%
20,564
+1.2%
0.18%
-7.2%
Q4 2017$742,000
+28.2%
20,319
+22.9%
0.19%
+23.6%
Q3 2017$579,000
+11.6%
16,528
+12.0%
0.16%
+6.8%
Q2 2017$519,000
+24.8%
14,762
+8.8%
0.15%
+22.5%
Q1 2017$416,000
+161.6%
13,573
+159.1%
0.12%
+140.0%
Q4 2016$159,000
+6.7%
5,239
+10.2%
0.05%0.0%
Q3 2016$149,000
+33.0%
4,754
+8.6%
0.05%
+28.2%
Q2 2016$112,000
+489.5%
4,377
+606.0%
0.04%
+387.5%
Q1 2016$19,000
-20.8%
620
-11.9%
0.01%
-27.3%
Q4 2015$24,000
+4.3%
704
-3.4%
0.01%
-8.3%
Q3 2015$23,000
+666.7%
729
+747.7%
0.01%
+500.0%
Q2 2015$3,0000.0%860.0%0.00%0.0%
Q1 2015$3,000860.00%
Other shareholders
INVESCO LTD shareholders Q4 2016
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders