Hennion & Walsh Asset Management, Inc. - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 465 filers reported holding INVESCO LTD in Q2 2024. The put-call ratio across all filers is 1.58 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
Q2 2024$821,858
-9.0%
54,937
+0.9%
0.04%
-12.5%
Q1 2024$902,927
+42.6%
54,426
+53.4%
0.05%
+33.3%
Q4 2023$633,035
+289.0%
35,484
+216.6%
0.04%
+260.0%
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 Q2 2024
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 36,739,343$419,196,0006.93%
Greenwich Investment Management, Inc. 312,079$3,561,0003.94%
Insight Folios Inc 351,205$4,007,0003.71%
CONTINENTAL ADVISORS LLC 456,727$5,211,0002.76%
VALUEWORKS LLC 260,921$2,977,0002.51%
Kiltearn Partners LLP 3,545,977$40,460,0002.46%
CAZ INVESTMENTS LP 162,700$1,856,0002.41%
AMERICAN FINANCIAL GROUP INC 1,490,000$17,000,0002.34%
Olstein Capital Management, L.P. 1,063,000$12,129,0002.20%
Palouse Capital Management, Inc. 312,031$3,560,0001.99%
View complete list of INVESCO LTD shareholders