INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 495 filers reported holding INVESCO LTD in Q1 2020. The put-call ratio across all filers is 0.83 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 | $3,173 | -29.1% | 218,517 | -9.9% | 0.28% | -40.0% |
| Q2 2023 | $4,475 | +26.7% | 242,489 | +12.6% | 0.46% | +21.6% |
| Q1 2023 | $3,532 | +22.0% | 215,372 | +33.8% | 0.38% | -1.0% |
| Q4 2022 | $2,895 | -99.9% | 160,913 | -13.3% | 0.38% | -28.2% |
| Q3 2022 | $2,544,000 | -3.3% | 185,671 | +13.8% | 0.54% | +20.5% |
| Q2 2022 | $2,632,000 | -6.8% | 163,176 | +33.2% | 0.44% | +5.7% |
| Q1 2022 | $2,824,000 | +25.6% | 122,470 | +25.3% | 0.42% | +42.4% |
| Q4 2021 | $2,249,000 | +14.7% | 97,718 | +20.1% | 0.30% | +5.4% |
| Q3 2021 | $1,961,000 | +17.2% | 81,348 | +30.0% | 0.28% | +2.6% |
| Q2 2021 | $1,673,000 | +14.7% | 62,576 | +7.6% | 0.27% | -1.4% |
| Q1 2021 | $1,458,000 | +17.2% | 58,144 | -18.5% | 0.28% | +33.8% |
| Q4 2020 | $1,244,000 | +60.9% | 71,352 | -0.7% | 0.21% | -6.3% |
| Q2 2020 | $773,000 | +90.4% | 71,857 | +218.0% | 0.22% | +118.8% |
| Q4 2019 | $406,000 | +20.5% | 22,595 | +13.5% | 0.10% | +11.0% |
| Q3 2019 | $337,000 | -42.9% | 19,901 | -32.9% | 0.09% | -9.0% |
| Q2 2019 | $590,000 | +117.7% | 29,642 | +110.8% | 0.10% | -13.8% |
| Q1 2019 | $271,000 | +0.4% | 14,059 | +19.3% | 0.12% | +18.4% |
| Q3 2018 | $270,000 | – | 11,784 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |