Kestra Advisory Services, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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
Kestra Advisory Services, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$752,354
-18.3%
51,815
-5.4%
0.01%
-22.2%
Q2 2023$921,171
+2.2%
54,799
-0.3%
0.01%
-10.0%
Q1 2023$901,777
-9.7%
54,986
-1.0%
0.01%
+11.1%
Q4 2022$998,823
-99.9%
55,521
-58.5%
0.01%
-10.0%
Q3 2022$916,916,000
+83560.2%
133,650
+96.6%
0.01%
-9.1%
Q2 2022$1,096,000
-29.7%
67,979
+0.5%
0.01%
-31.2%
Q1 2022$1,559,000
+12.0%
67,609
+11.8%
0.02%
+14.3%
Q4 2021$1,392,000
-6.8%
60,462
-2.3%
0.01%
-6.7%
Q3 2021$1,493,000
-11.2%
61,913
-1.6%
0.02%
-21.1%
Q2 2021$1,681,000
+1.8%
62,893
-4.0%
0.02%
-9.5%
Q1 2021$1,652,000
+6.6%
65,498
-26.7%
0.02%
+16.7%
Q4 2020$1,550,000
-99.8%
89,379
+11.1%
0.02%
+5.9%
Q3 2020$918,000,00080,4160.02%
Other shareholders
INVESCO LTD shareholders Q2 2022
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