Hennion & Walsh Asset 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
Hennion & Walsh Asset Management, Inc. ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$162,726
-0.8%
11,207
-6.3%
0.01%
-9.1%
Q3 2022$164,000
-39.9%
11,961
-29.2%
0.01%
-35.3%
Q2 2022$273,000
-52.2%
16,902
-31.7%
0.02%
-43.3%
Q1 2022$571,000
-1.4%
24,748
-1.7%
0.03%
+7.1%
Q4 2021$579,000
+25.6%
25,168
+31.7%
0.03%
+16.7%
Q3 2021$461,000
+31.0%
19,110
+45.0%
0.02%
+26.3%
Q2 2021$352,00013,1800.02%
Other shareholders
INVESCO LTD shareholders Q4 2021
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders