INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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 | $339,362 | -12.7% | 23,372 | +1.1% | 0.04% | -7.0% |
Q2 2023 | $388,748 | +3.7% | 23,126 | +1.1% | 0.04% | +2.4% |
Q1 2023 | $374,986 | -7.7% | 22,865 | +1.2% | 0.04% | -20.8% |
Q4 2022 | $406,394 | +32.4% | 22,590 | +1.0% | 0.05% | -7.0% |
Q3 2022 | $307,000 | +13.3% | 22,368 | +32.9% | 0.06% | -18.6% |
Q2 2022 | $271,000 | -29.6% | 16,837 | +0.7% | 0.07% | -24.7% |
Q1 2022 | $385,000 | +0.8% | 16,716 | +0.7% | 0.09% | +1.1% |
Q4 2021 | $382,000 | -3.8% | 16,594 | +0.7% | 0.09% | -7.1% |
Q3 2021 | $397,000 | -9.4% | 16,482 | +0.6% | 0.10% | +20.7% |
Q2 2021 | $438,000 | +6.8% | 16,378 | +0.6% | 0.08% | +3.8% |
Q1 2021 | $410,000 | +45.4% | 16,281 | +0.8% | 0.08% | +23.4% |
Q4 2020 | $282,000 | +54.9% | 16,148 | +1.3% | 0.06% | +20.8% |
Q3 2020 | $182,000 | +7.7% | 15,941 | +1.5% | 0.05% | -7.0% |
Q2 2020 | $169,000 | +23.4% | 15,711 | +4.0% | 0.06% | -61.5% |
Q1 2020 | $137,000 | -48.9% | 15,113 | +1.8% | 0.15% | -23.3% |
Q4 2019 | $268,000 | +6.3% | 14,853 | 0.0% | 0.19% | -0.5% |
Q3 2019 | $252,000 | +5.0% | 14,853 | +41.6% | 0.19% | +15.5% |
Q3 2018 | $240,000 | -14.0% | 10,491 | 0.0% | 0.17% | -18.0% |
Q2 2018 | $279,000 | – | 10,491 | – | 0.20% | – |
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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% |