INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 586 filers reported holding INVESCO LTD in Q1 2018. The put-call ratio across all filers is 0.60 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 | $1,484,801 | -11.4% | 102,259 | +2.5% | 0.00% | 0.0% |
Q2 2023 | $1,676,739 | -82.5% | 99,747 | -82.9% | 0.00% | -83.3% |
Q1 2023 | $9,562,479 | +85081.5% | 583,078 | -6.6% | 0.02% | -20.0% |
Q4 2022 | $11,226 | -99.9% | 623,969 | -15.1% | 0.03% | 0.0% |
Q3 2022 | $10,065,000 | -9.1% | 734,676 | +7.0% | 0.03% | -3.2% |
Q2 2022 | $11,076,000 | -27.3% | 686,629 | +4.0% | 0.03% | -18.4% |
Q1 2022 | $15,232,000 | -8.4% | 660,505 | -8.5% | 0.04% | -2.6% |
Q4 2021 | $16,620,000 | +25.5% | 721,966 | +31.4% | 0.04% | +14.7% |
Q3 2021 | $13,244,000 | +441.5% | 549,314 | +500.1% | 0.03% | +466.7% |
Q2 2021 | $2,446,000 | +12.7% | 91,530 | +6.3% | 0.01% | 0.0% |
Q1 2021 | $2,171,000 | +28.2% | 86,082 | -11.4% | 0.01% | +20.0% |
Q4 2020 | $1,693,000 | +68.0% | 97,136 | +10.0% | 0.01% | +66.7% |
Q3 2020 | $1,008,000 | -42.4% | 88,324 | -45.7% | 0.00% | -57.1% |
Q2 2020 | $1,750,000 | +23.8% | 162,649 | +4.5% | 0.01% | +16.7% |
Q1 2020 | $1,413,000 | -38.1% | 155,641 | +22.6% | 0.01% | -25.0% |
Q4 2019 | $2,282,000 | -10.6% | 126,929 | -15.8% | 0.01% | -20.0% |
Q3 2019 | $2,552,000 | -5.1% | 150,676 | +14.7% | 0.01% | 0.0% |
Q2 2019 | $2,688,000 | -10.6% | 131,380 | -15.6% | 0.01% | -44.4% |
Q1 2019 | $3,007,000 | +7.6% | 155,718 | -6.7% | 0.02% | -5.3% |
Q4 2018 | $2,795,000 | +22.5% | 166,968 | +68.4% | 0.02% | +35.7% |
Q3 2018 | $2,282,000 | +791.4% | 99,162 | +926.9% | 0.01% | +600.0% |
Q2 2018 | $256,000 | -30.1% | 9,656 | -15.6% | 0.00% | -33.3% |
Q1 2018 | $366,000 | -61.1% | 11,442 | -62.6% | 0.00% | -66.7% |
Q1 2016 | $942,000 | -94.8% | 30,620 | -94.3% | 0.01% | -95.0% |
Q4 2015 | $18,072,000 | +8.8% | 539,781 | +1.5% | 0.18% | +2.3% |
Q3 2015 | $16,606,000 | -18.1% | 531,734 | -1.7% | 0.18% | -11.1% |
Q2 2015 | $20,273,000 | – | 540,758 | – | 0.20% | – |
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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% |