INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,545,951 | -16.7% | 170,184 | -7.6% | 0.02% | -20.0% |
Q1 2024 | $3,055,014 | -27.1% | 184,148 | -21.7% | 0.02% | -28.6% |
Q4 2023 | $4,193,220 | +695.6% | 235,046 | +547.5% | 0.03% | +600.0% |
Q3 2023 | $527,046 | -91.0% | 36,298 | -89.9% | 0.00% | -92.9% |
Q1 2023 | $5,884,516 | -65.3% | 358,812 | -61.9% | 0.06% | -60.3% |
Q4 2022 | $16,947,623 | -35.7% | 942,058 | -51.0% | 0.14% | -36.2% |
Q3 2022 | $26,341,000 | +1822.7% | 1,922,692 | +2163.9% | 0.22% | +1600.0% |
Q2 2022 | $1,370,000 | -93.9% | 84,927 | -91.3% | 0.01% | -93.7% |
Q4 2021 | $22,526,000 | +536.9% | 978,566 | +567.0% | 0.20% | +454.1% |
Q3 2021 | $3,537,000 | -37.4% | 146,719 | -30.6% | 0.04% | -38.3% |
Q2 2021 | $5,650,000 | +2160.0% | 211,382 | +1371.8% | 0.06% | +1900.0% |
Q4 2020 | $250,000 | -93.4% | 14,362 | -95.9% | 0.00% | -94.0% |
Q2 2020 | $3,766,000 | +1168.0% | 350,000 | +970.3% | 0.05% | +163.2% |
Q1 2020 | $297,000 | -59.3% | 32,700 | -19.4% | 0.02% | +5.6% |
Q4 2019 | $729,000 | +64.9% | 40,559 | +53.6% | 0.02% | +5.9% |
Q4 2018 | $442,000 | +5.7% | 26,412 | +131.1% | 0.02% | -50.0% |
Q4 2017 | $418,000 | -21.4% | 11,430 | -24.7% | 0.03% | -30.6% |
Q3 2017 | $532,000 | -59.5% | 15,170 | -64.6% | 0.05% | -62.9% |
Q1 2017 | $1,313,000 | +128.7% | 42,878 | +126.5% | 0.13% | +78.4% |
Q4 2016 | $574,000 | +158.6% | 18,928 | +165.6% | 0.07% | +94.7% |
Q3 2016 | $222,000 | -55.3% | 7,127 | -63.4% | 0.04% | -65.8% |
Q2 2016 | $497,000 | +4.0% | 19,478 | +25.5% | 0.11% | -43.1% |
Q1 2016 | $478,000 | – | 15,520 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |