INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 7 filers reported holding INVESCO LTD in Q4 2023. The put-call ratio across all filers is - 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 | $6,541,260 | +84.4% | 450,500 | +113.5% | 0.03% | +93.3% |
| Q2 2023 | $3,547,566 | +3.4% | 211,039 | +0.9% | 0.02% | -11.8% |
| Q1 2023 | $3,429,863 | -21.3% | 209,138 | -13.7% | 0.02% | -37.0% |
| Q4 2022 | $4,358,923 | +532.6% | 242,297 | +381.5% | 0.03% | +575.0% |
| Q3 2022 | $689,000 | -75.1% | 50,320 | -79.2% | 0.00% | -81.0% |
| Q3 2020 | $2,762,000 | -10.9% | 242,089 | -16.0% | 0.02% | -22.2% |
| Q2 2020 | $3,100,000 | +0.4% | 288,128 | -15.3% | 0.03% | -18.2% |
| Q1 2020 | $3,089,000 | -47.7% | 340,233 | +3.6% | 0.03% | -37.7% |
| Q4 2019 | $5,907,000 | +57.4% | 328,507 | +48.3% | 0.05% | +35.9% |
| Q3 2019 | $3,753,000 | +103.7% | 221,571 | +146.1% | 0.04% | +69.6% |
| Q2 2019 | $1,842,000 | -39.0% | 90,018 | -42.4% | 0.02% | -50.0% |
| Q1 2019 | $3,019,000 | +494.3% | 156,322 | +414.8% | 0.05% | +475.0% |
| Q4 2018 | $508,000 | -58.6% | 30,368 | -43.3% | 0.01% | -60.0% |
| Q3 2018 | $1,226,000 | +137.6% | 53,572 | +175.9% | 0.02% | +81.8% |
| Q2 2018 | $516,000 | -10.1% | 19,415 | +8.2% | 0.01% | -15.4% |
| Q1 2018 | $574,000 | -32.2% | 17,940 | -22.5% | 0.01% | -38.1% |
| Q4 2017 | $846,000 | – | 23,162 | – | 0.02% | – |
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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% |