INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 495 filers reported holding INVESCO LTD in Q3 2022. The put-call ratio across all filers is 1.48 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 | $472,263 | -13.6% | 32,525 | 0.0% | 0.12% | -10.9% |
Q2 2023 | $546,745 | +2.1% | 32,525 | -0.4% | 0.14% | -0.7% |
Q1 2023 | $535,460 | -9.9% | 32,650 | -1.2% | 0.14% | -13.7% |
Q4 2022 | $594,570 | +29.3% | 33,050 | -1.6% | 0.16% | +14.2% |
Q3 2022 | $460,000 | -15.1% | 33,575 | 0.0% | 0.14% | -13.5% |
Q2 2022 | $542,000 | -30.4% | 33,575 | -0.7% | 0.16% | -25.9% |
Q1 2022 | $779,000 | +2.4% | 33,800 | +2.2% | 0.22% | -4.3% |
Q4 2021 | $761,000 | -5.9% | 33,075 | -1.5% | 0.23% | -15.8% |
Q3 2021 | $809,000 | -9.8% | 33,575 | 0.0% | 0.27% | -11.9% |
Q2 2021 | $897,000 | +5.9% | 33,575 | 0.0% | 0.31% | -2.8% |
Q1 2021 | $847,000 | +46.5% | 33,575 | +1.3% | 0.32% | +40.5% |
Q4 2020 | $578,000 | +46.0% | 33,150 | -4.5% | 0.23% | +18.2% |
Q3 2020 | $396,000 | +3.9% | 34,725 | -2.0% | 0.19% | +0.5% |
Q2 2020 | $381,000 | +18.0% | 35,425 | -0.6% | 0.19% | -5.4% |
Q1 2020 | $323,000 | -50.7% | 35,625 | -2.3% | 0.20% | -33.1% |
Q4 2019 | $655,000 | +4.6% | 36,450 | -1.4% | 0.30% | -4.7% |
Q3 2019 | $626,000 | -18.1% | 36,950 | -1.0% | 0.32% | -20.6% |
Q2 2019 | $764,000 | +6.0% | 37,325 | 0.0% | 0.40% | +3.9% |
Q1 2019 | $721,000 | +18.2% | 37,325 | +2.4% | 0.38% | -9.9% |
Q4 2018 | $610,000 | -25.2% | 36,450 | +2.2% | 0.43% | -8.8% |
Q3 2018 | $816,000 | – | 35,675 | – | 0.47% | – |
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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% |