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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,590,002 | -12.0% | 316,116 | +1.9% | 0.98% | -5.9% |
Q2 2023 | $5,217,124 | +14.4% | 310,358 | +11.6% | 1.04% | +10.1% |
Q1 2023 | $4,559,731 | -6.6% | 278,032 | +2.5% | 0.94% | -6.5% |
Q4 2022 | $4,879,813 | +33.1% | 271,251 | +1.4% | 1.01% | +22.7% |
Q3 2022 | $3,665,000 | -13.0% | 267,490 | +2.4% | 0.82% | -7.3% |
Q2 2022 | $4,212,000 | -25.4% | 261,099 | +6.6% | 0.89% | -18.8% |
Q1 2022 | $5,646,000 | +6.0% | 244,858 | +5.8% | 1.09% | +9.6% |
Q4 2021 | $5,327,000 | +0.1% | 231,425 | +4.9% | 1.00% | -7.7% |
Q3 2021 | $5,321,000 | +1.0% | 220,705 | +12.0% | 1.08% | -7.1% |
Q2 2021 | $5,266,000 | -8.0% | 197,018 | -13.2% | 1.16% | -17.4% |
Q1 2021 | $5,727,000 | +51.8% | 227,081 | +4.9% | 1.41% | +32.9% |
Q4 2020 | $3,773,000 | +65.7% | 216,451 | +8.5% | 1.06% | +35.1% |
Q3 2020 | $2,277,000 | +5.6% | 199,580 | -0.4% | 0.78% | 0.0% |
Q2 2020 | $2,156,000 | – | 200,341 | – | 0.78% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |