IFP Advisors, Inc - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 and the average weighting 0.1%.

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
IFP Advisors, Inc ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$2,654
-99.4%
183
-99.1%
0.00%
-100.0%
Q2 2023$445,983
+55.3%
20,032
+93.3%
0.01%
-23.1%
Q1 2023$287,265
+64165.1%
10,363
-35.4%
0.01%
+8.3%
Q4 2022$447
-99.9%
16,041
-18.6%
0.01%
-14.3%
Q3 2022$548,000
+14.9%
19,701
+15.0%
0.01%
-6.7%
Q2 2022$477,000
-37.4%
17,134
-37.3%
0.02%
+66.7%
Q1 2022$762,000
+228.4%
27,321
+172.3%
0.01%
+80.0%
Q4 2021$232,000
-13.1%
10,034
-9.1%
0.01%0.0%
Q3 2021$267,000
-23.9%
11,037
-16.0%
0.01%
-28.6%
Q2 2021$351,000
-91.6%
13,142
-92.0%
0.01%
-91.4%
Q1 2021$4,162,000
+9359.1%
165,118
+6147.4%
0.08%
+3950.0%
Q4 2020$44,000
+41.9%
2,643
-8.1%
0.00%0.0%
Q3 2020$31,000
+10.7%
2,877
+2.1%
0.00%0.0%
Q2 2020$28,000
-24.3%
2,818
-28.1%
0.00%
-50.0%
Q1 2020$37,000
-73.4%
3,922
-50.1%
0.00%
-60.0%
Q4 2019$139,000
+8.6%
7,862
+6.0%
0.01%
+11.1%
Q3 2019$128,000
+652.9%
7,419
+722.5%
0.01%
+350.0%
Q1 2019$17,000
-85.7%
902
-87.5%
0.00%
-71.4%
Q4 2018$119,000
-26.5%
7,206
+1.8%
0.01%0.0%
Q3 2018$162,000
+8.0%
7,080
+25.5%
0.01%
+16.7%
Q2 2018$150,000
-77.9%
5,642
-69.7%
0.01%
-80.6%
Q1 2018$680,0000.0%18,6140.0%0.03%0.0%
Q4 2017$680,000
-4.8%
18,614
-8.7%
0.03%
+10.7%
Q3 2017$714,000
+13.0%
20,383
+13.5%
0.03%
+3.7%
Q2 2017$632,000
+422.3%
17,965
+354.8%
0.03%
+440.0%
Q1 2017$121,000
+7.1%
3,950
+5.9%
0.01%0.0%
Q4 2016$113,000
+3.7%
3,729
+6.7%
0.01%
-16.7%
Q3 2016$109,000
+60.3%
3,494
+31.6%
0.01%
+50.0%
Q2 2016$68,000
+300.0%
2,655
+194.3%
0.00%
+100.0%
Q1 2016$17,000
-56.4%
902
-23.0%
0.00%
-33.3%
Q4 2015$39,0001,1720.00%
Other shareholders
INVESCO LTD shareholders Q1 2023
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