Donoghue Forlines LLC - INVESCO LTD ownership

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
Donoghue Forlines LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2020$1,481,000
-65.4%
84,992
-66.3%
0.29%
-53.0%
Q3 2019$4,276,000
-31.7%
252,438
-17.5%
0.61%
-16.9%
Q2 2019$6,260,000
-52.1%
305,953
-46.4%
0.73%
-28.1%
Q3 2018$13,060,000
-15.4%
570,800
-1.8%
1.02%
-20.1%
Q2 2018$15,438,000
-6.9%
581,241
+12.2%
1.28%
-11.3%
Q1 2018$16,589,000
-4.2%
518,239
+9.4%
1.44%
+9.8%
Q4 2017$17,314,000
-3.1%
473,825
-7.1%
1.31%
-30.4%
Q3 2017$17,865,000
+8.2%
509,854
+8.6%
1.88%
+0.5%
Q2 2017$16,514,000469,2931.87%
Other shareholders
INVESCO LTD shareholders Q1 2021
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$492,810,1947.50%
CONTINENTAL ADVISORS LLC 329,071$4,778,1112.54%
Insight Folios Inc 354,003$5,140,1182.51%
Palouse Capital Management, Inc. 172,933$2,510,9871.86%
Olstein Capital Management, L.P. 624,000$9,0601.55%
VALUEWORKS LLC 249,309$3,6201.32%
Poehling Capital Management, INC. 254,271$3,692,0151.29%
AMERICAN FINANCIAL GROUP INC 245,000$3,5571.22%
Gillson Capital LP 1,078,299$15,6571.16%
Live Oak Private Wealth LLC 316,116$4,590,0020.98%
View complete list of INVESCO LTD shareholders