Geneos Wealth Management Inc. - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 561 filers reported holding INVESCO LTD in Q4 2021. The put-call ratio across all filers is 1.23 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
Geneos Wealth Management Inc. ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2022$3,000
-97.9%
221
-96.5%
0.00%
-100.0%
Q4 2021$144,000
-5.3%
6,256
+0.7%
0.01%
-16.7%
Q3 2021$152,000
-8.4%
6,210
-1.6%
0.01%0.0%
Q2 2021$166,000
-21.7%
6,312
-19.8%
0.01%0.0%
Q1 2021$212,000
+32.5%
7,870
-3.3%
0.01%0.0%
Q4 2020$160,000
+100.0%
8,141
+9.9%
0.01%
+50.0%
Q3 2020$80,000
+8.1%
7,405
-0.6%
0.00%0.0%
Q2 2020$74,000
+12.1%
7,449
+5.4%
0.00%0.0%
Q1 2020$66,000
-41.1%
7,065
+12.0%
0.00%
-33.3%
Q4 2019$112,000
-12.5%
6,306
-16.7%
0.01%
-25.0%
Q3 2019$128,000
-53.6%
7,570
-44.0%
0.01%
-52.9%
Q2 2019$276,000
-1.8%
13,516
-7.4%
0.02%
-10.5%
Q1 2019$281,000
+14.7%
14,600
-1.4%
0.02%
+5.6%
Q4 2018$245,000
-34.7%
14,804
-9.8%
0.02%
-28.0%
Q3 2018$375,000
-8.1%
16,417
+6.8%
0.02%
-21.9%
Q2 2018$408,000
-17.1%
15,372
-0.0%
0.03%
-25.6%
Q1 2018$492,000
-10.9%
15,378
+1.8%
0.04%
-12.2%
Q4 2017$552,000
+0.7%
15,107
-3.5%
0.05%
-9.3%
Q3 2017$548,000
-5.5%
15,657
-5.1%
0.05%
-8.5%
Q2 2017$580,000
+15.3%
16,503
+0.3%
0.06%
+13.5%
Q1 2017$503,000
-0.2%
16,451
-1.2%
0.05%
-21.2%
Q4 2016$504,000
-5.1%
16,643
-2.1%
0.07%
-7.0%
Q3 2016$531,000
+24.6%
16,993
+1.0%
0.07%
+14.5%
Q2 2016$426,000
-25.3%
16,829
-7.4%
0.06%
-28.7%
Q1 2016$570,00018,1740.09%
Other shareholders
INVESCO LTD shareholders Q4 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