INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 523 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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 | $5,956,987 | -8.0% | 398,194 | +2.0% | 2.44% | -6.8% |
| Q1 2024 | $6,474,714 | -5.1% | 390,278 | +2.0% | 2.62% | -11.2% |
| Q4 2023 | $6,823,826 | +32.8% | 382,501 | +8.1% | 2.95% | +17.5% |
| Q3 2023 | $5,140,118 | -22.3% | 354,003 | -10.0% | 2.51% | -9.3% |
| Q2 2023 | $6,613,293 | +8.7% | 393,414 | +6.0% | 2.77% | +2.8% |
| Q1 2023 | $6,085,176 | -4.0% | 371,047 | +5.3% | 2.70% | -5.8% |
| Q4 2022 | $6,336,684 | +56.9% | 352,234 | +19.5% | 2.86% | +39.3% |
| Q3 2022 | $4,038,000 | -9.5% | 294,778 | +6.6% | 2.06% | -3.1% |
| Q2 2022 | $4,461,000 | -23.0% | 276,581 | +10.2% | 2.12% | -17.8% |
| Q1 2022 | $5,794,000 | +8.5% | 251,021 | +8.2% | 2.58% | +3.2% |
| Q4 2021 | $5,339,000 | -4.4% | 231,912 | +0.1% | 2.50% | -18.6% |
| Q3 2021 | $5,585,000 | -32.1% | 231,638 | -24.7% | 3.07% | -36.4% |
| Q2 2021 | $8,222,000 | -0.5% | 307,585 | -6.1% | 4.83% | -14.6% |
| Q1 2021 | $8,261,000 | +34.2% | 327,542 | -7.2% | 5.66% | +23.7% |
| Q4 2020 | $6,155,000 | +53.6% | 353,124 | +0.5% | 4.57% | +23.2% |
| Q3 2020 | $4,007,000 | +13.4% | 351,205 | +7.0% | 3.71% | +9.4% |
| Q2 2020 | $3,533,000 | +97.2% | 328,355 | +66.4% | 3.39% | +65.5% |
| Q1 2020 | $1,792,000 | -38.7% | 197,356 | +21.3% | 2.05% | -21.0% |
| Q4 2019 | $2,925,000 | – | 162,676 | – | 2.60% | – |
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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% |