INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | $8,367,004 | -8.2% | 576,240 | +6.3% | 0.02% | 0.0% |
| Q2 2023 | $9,113,205 | +12.9% | 542,130 | +10.2% | 0.02% | +5.0% |
| Q1 2023 | $8,070,292 | -6.1% | 492,091 | +3.0% | 0.02% | -13.0% |
| Q4 2022 | $8,592,617 | +49.2% | 477,633 | +13.6% | 0.02% | +35.3% |
| Q3 2022 | $5,760,000 | +103.0% | 420,470 | +138.3% | 0.02% | +88.9% |
| Q2 2022 | $2,837,000 | -18.2% | 176,447 | +18.7% | 0.01% | 0.0% |
| Q1 2022 | $3,468,000 | -22.5% | 148,658 | -23.5% | 0.01% | -10.0% |
| Q4 2021 | $4,473,000 | -12.1% | 194,303 | -7.2% | 0.01% | -9.1% |
| Q3 2021 | $5,088,000 | +5.5% | 209,315 | +16.0% | 0.01% | 0.0% |
| Q2 2021 | $4,824,000 | -2.6% | 180,432 | -8.1% | 0.01% | 0.0% |
| Q1 2021 | $4,954,000 | +40.3% | 196,393 | -3.0% | 0.01% | +22.2% |
| Q4 2020 | $3,530,000 | +74.8% | 202,500 | +14.4% | 0.01% | +80.0% |
| Q3 2020 | $2,020,000 | -29.2% | 177,026 | -33.2% | 0.01% | -37.5% |
| Q2 2020 | $2,852,000 | +36.2% | 265,042 | +15.1% | 0.01% | +14.3% |
| Q1 2020 | $2,094,000 | -48.2% | 230,334 | +2.4% | 0.01% | -30.0% |
| Q4 2019 | $4,046,000 | +1.2% | 225,044 | -4.7% | 0.01% | 0.0% |
| Q3 2019 | $4,000,000 | -19.2% | 236,060 | -2.4% | 0.01% | -9.1% |
| Q2 2019 | $4,948,000 | +3.6% | 241,755 | -2.3% | 0.01% | +10.0% |
| Q1 2019 | $4,777,000 | +82.7% | 247,360 | +58.1% | 0.01% | +66.7% |
| Q4 2018 | $2,614,000 | -45.3% | 156,442 | -25.1% | 0.01% | -33.3% |
| Q3 2018 | $4,778,000 | -13.3% | 208,784 | +0.6% | 0.01% | -18.2% |
| Q2 2018 | $5,513,000 | -6.7% | 207,564 | +12.5% | 0.01% | -8.3% |
| Q1 2018 | $5,908,000 | +36.7% | 184,571 | +56.1% | 0.01% | +50.0% |
| Q4 2017 | $4,322,000 | +5.3% | 118,261 | +1.0% | 0.01% | +14.3% |
| Q3 2017 | $4,104,000 | – | 117,108 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,365,010 | $195,615,000 | 4.40% |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 262,497 | $6,972,000 | 3.09% |
| REINHART PARTNERS, LLC. | 1,180,242 | $31,347,000 | 3.01% |
| Cornerstone Capital, Inc. | 582,829 | $15,480,000 | 2.63% |
| Algebris (UK) Ltd | 777,597 | $20,653,000 | 2.10% |
| Signature Wealth Management Group | 98,686 | $2,621,000 | 1.94% |
| Townsend & Associates, Inc | 64,537 | $1,714,000 | 1.92% |
| CONTINENTAL ADVISORS LLC | 270,000 | $7,171,000 | 1.79% |
| Mork Capital Management, LLC | 73,400 | $1,950,000 | 1.72% |
| ZWJ INVESTMENT COUNSEL INC | 739,389 | $19,638,000 | 1.70% |