INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 511 filers reported holding INVESCO LTD in Q3 2019. The put-call ratio across all filers is 0.60 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Selkirk Management LLC | 216,409 | $8,544,000 | 5.37% |
| SCHOLTZ & COMPANY, LLC | 99,875 | $3,943,000 | 3.89% |
| Nelson Capital Management, LLC | 244,633 | $9,658,000 | 3.64% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 414,393 | $16,361,000 | 3.22% |
| NATIONAL INVESTMENT SERVICES INC /WI | 99,713 | $3,937,000 | 3.22% |
| DSM CAPITAL PARTNERS LLC | 3,598,151 | $142,055,000 | 2.82% |
| WATERS PARKERSON & CO., LLC | 547,213 | $21,604,000 | 2.59% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,067,136 | $160,571,000 | 2.58% |
| Integre Asset Management, LLC | 264,513 | $10,443,000 | 2.21% |
| Parametric Risk Advisors LLC | 750,000 | $29,610,000 | 2.00% |