INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 556 filers reported holding INVESCO LTD in Q2 2021. The put-call ratio across all filers is 0.83 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $39,629 | -9.8% | 2,649 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $43,947 | -7.0% | 2,649 | 0.0% | 0.00% | -33.3% |
| Q4 2023 | $47,258 | +22.9% | 2,649 | 0.0% | 0.00% | +50.0% |
| Q3 2023 | $38,463 | -13.6% | 2,649 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $44,530 | +2.5% | 2,649 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43,444 | -8.8% | 2,649 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $47,656 | +32.4% | 2,649 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $36,000 | -16.3% | 2,649 | 0.0% | 0.00% | -80.0% |
| Q2 2022 | $43,000 | -29.5% | 2,649 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $61,000 | 0.0% | 2,649 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $61,000 | -4.7% | 2,649 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $64,000 | -9.9% | 2,649 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +6.0% | 2,649 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $67,000 | +45.7% | 2,649 | 0.0% | 0.01% | +37.5% |
| Q4 2020 | $46,000 | +53.3% | 2,649 | 0.0% | 0.01% | +33.3% |
| Q3 2020 | $30,000 | +3.4% | 2,649 | 0.0% | 0.01% | +20.0% |
| Q2 2020 | $29,000 | +20.8% | 2,649 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $24,000 | -50.0% | 2,649 | 0.0% | 0.01% | -44.4% |
| Q4 2019 | $48,000 | +6.7% | 2,649 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $45,000 | -31.8% | 2,649 | -18.1% | 0.01% | -25.0% |
| Q2 2019 | $66,000 | +6.5% | 3,233 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $62,000 | +14.8% | 3,233 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $54,000 | -27.0% | 3,233 | 0.0% | 0.01% | +22.2% |
| Q3 2018 | $74,000 | -14.0% | 3,233 | 0.0% | 0.01% | -18.2% |
| Q2 2018 | $86,000 | -16.5% | 3,233 | 0.0% | 0.01% | -15.4% |
| Q1 2018 | $103,000 | – | 3,233 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
| Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
| Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
| CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
| Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
| VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
| Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
| Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
| Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
| AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |