INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 567 filers reported holding INVESCO LTD in Q2 2018. The put-call ratio across all filers is 0.66 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,224,993 | -11.3% | 616,645 | -1.7% | 0.09% | -22.0% |
Q1 2024 | $10,402,343 | -16.4% | 627,024 | -18.4% | 0.12% | +84.4% |
Q4 2023 | $12,449,735 | +3.1% | 768,028 | -7.6% | 0.06% | -11.1% |
Q3 2023 | $12,069,933 | -22.8% | 831,263 | -10.6% | 0.07% | -23.4% |
Q2 2023 | $15,638,726 | +25.1% | 930,323 | +22.1% | 0.09% | +17.5% |
Q1 2023 | $12,497,849 | -2.3% | 762,064 | +7.2% | 0.08% | -13.0% |
Q4 2022 | $12,787,639 | +71.0% | 710,819 | +30.2% | 0.09% | +55.9% |
Q3 2022 | $7,480,000 | +34.0% | 545,956 | +57.8% | 0.06% | +31.1% |
Q2 2022 | $5,581,000 | +32.8% | 345,986 | +89.9% | 0.04% | +55.2% |
Q1 2022 | $4,201,000 | +32.5% | 182,187 | +32.3% | 0.03% | +31.8% |
Q4 2021 | $3,170,000 | +8.6% | 137,692 | +13.7% | 0.02% | -8.3% |
Q3 2021 | $2,920,000 | +9.6% | 121,123 | +21.5% | 0.02% | +4.3% |
Q2 2021 | $2,664,000 | +52.4% | 99,670 | +43.8% | 0.02% | +27.8% |
Q1 2021 | $1,748,000 | +53.5% | 69,327 | +6.1% | 0.02% | +38.5% |
Q4 2020 | $1,139,000 | +399.6% | 65,360 | +160.6% | 0.01% | +160.0% |
Q1 2020 | $228,000 | -45.1% | 25,084 | +7.4% | 0.01% | -44.4% |
Q4 2019 | $415,000 | +43.6% | 23,354 | +36.9% | 0.01% | +12.5% |
Q3 2019 | $289,000 | -25.3% | 17,053 | -9.7% | 0.01% | -33.3% |
Q2 2019 | $387,000 | -10.4% | 18,891 | -2.2% | 0.01% | -50.0% |
Q3 2018 | $432,000 | -52.4% | 19,325 | -31.9% | 0.02% | -65.7% |
Q1 2018 | $908,000 | -14.6% | 28,377 | -2.5% | 0.07% | -25.5% |
Q4 2017 | $1,063,000 | +3.2% | 29,091 | -1.1% | 0.09% | -2.1% |
Q3 2017 | $1,030,000 | -5.5% | 29,405 | -5.1% | 0.10% | -26.2% |
Q2 2017 | $1,090,000 | +20.6% | 30,978 | +4.9% | 0.13% | -22.6% |
Q1 2017 | $904,000 | +13.6% | 29,524 | +12.6% | 0.17% | -47.8% |
Q4 2016 | $796,000 | – | 26,228 | – | 0.32% | – |
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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% |