Valeo Financial Advisors, 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
Valeo Financial Advisors, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2021$25,000
+38.9%
1,0060.0%0.00%0.0%
Q4 2020$18,0000.0%1,006
-34.6%
0.00%
-50.0%
Q3 2020$18,000
-18.2%
1,539
-25.9%
0.00%0.0%
Q2 2020$22,0000.0%2,077
-7.3%
0.00%0.0%
Q1 2020$22,000
+22.2%
2,240
+123.6%
0.00%0.0%
Q4 2019$18,000
+63.6%
1,002
+52.3%
0.00%
+100.0%
Q3 2019$11,000
-15.4%
6580.0%0.00%0.0%
Q2 2019$13,000
+30.0%
658
+23.5%
0.00%0.0%
Q1 2019$10,000
-56.5%
533
-61.2%
0.00%
-66.7%
Q4 2018$23,000
-48.9%
1,374
-34.1%
0.00%
-50.0%
Q3 2018$45,000
-89.8%
2,084
-88.3%
0.01%
-90.3%
Q2 2018$440,000
+22.6%
17,761
+58.2%
0.06%
+6.9%
Q1 2018$359,000
+76.0%
11,225
+101.3%
0.06%
+75.8%
Q4 2017$204,000
+27.5%
5,575
+22.3%
0.03%
-8.3%
Q3 2017$160,0004,5570.04%
Other shareholders
INVESCO LTD shareholders Q1 2021
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders