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 | $709,000 | -5.0% | 48,821 | +10.0% | 0.03% | -25.6% |
| Q2 2023 | $746,000 | +35.4% | 44,372 | +32.1% | 0.04% | +19.4% |
| Q1 2023 | $551,000 | -39.3% | 33,586 | -33.4% | 0.04% | -47.1% |
| Q4 2022 | $907,000 | +48.0% | 50,435 | +12.7% | 0.07% | -13.9% |
| Q3 2022 | $613,000 | -10.6% | 44,741 | +5.3% | 0.08% | -20.2% |
| Q2 2022 | $686,000 | -29.1% | 42,498 | +1.2% | 0.10% | -33.1% |
| Q1 2022 | $968,000 | +146.3% | 41,988 | +146.2% | 0.15% | +108.5% |
| Q4 2021 | $393,000 | -33.4% | 17,052 | -30.3% | 0.07% | -89.2% |
| Q3 2021 | $590,000 | -9.0% | 24,482 | +1.0% | 0.66% | -10.3% |
| Q2 2021 | $648,000 | +5.9% | 24,247 | 0.0% | 0.74% | +10.2% |
| Q1 2021 | $612,000 | +44.7% | 24,247 | 0.0% | 0.67% | +104.0% |
| Q4 2020 | $423,000 | -21.4% | 24,247 | -48.6% | 0.33% | -9.2% |
| Q3 2020 | $538,000 | +5.9% | 47,172 | 0.0% | 0.36% | -28.1% |
| Q2 2020 | $508,000 | – | 47,172 | – | 0.50% | – |
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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% |