INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $606,000 | -94.3% | 31,406 | -95.1% | 0.00% | -93.3% |
| Q4 2018 | $10,657,000 | +28.4% | 636,617 | +75.5% | 0.02% | +50.0% |
| Q3 2018 | $8,299,000 | +1178.7% | 362,705 | +1383.9% | 0.01% | +900.0% |
| Q2 2018 | $649,000 | -4.1% | 24,443 | +15.7% | 0.00% | 0.0% |
| Q1 2018 | $677,000 | -27.0% | 21,135 | -16.7% | 0.00% | 0.0% |
| Q4 2017 | $927,000 | +7.9% | 25,374 | +3.5% | 0.00% | 0.0% |
| Q3 2017 | $859,000 | +11.7% | 24,511 | +12.2% | 0.00% | 0.0% |
| Q2 2017 | $769,000 | +14.9% | 21,851 | -0.0% | 0.00% | 0.0% |
| Q1 2017 | $669,000 | +10.0% | 21,852 | +9.0% | 0.00% | 0.0% |
| Q4 2016 | $608,000 | +8.4% | 20,043 | +11.7% | 0.00% | 0.0% |
| Q3 2016 | $561,000 | +10.2% | 17,944 | -9.9% | 0.00% | 0.0% |
| Q2 2016 | $509,000 | -6.4% | 19,914 | +13.6% | 0.00% | 0.0% |
| Q1 2016 | $544,000 | -99.6% | 17,533 | -99.6% | 0.00% | -98.9% |
| Q4 2015 | $138,133,000 | +34.4% | 4,125,906 | +25.3% | 0.09% | -36.7% |
| Q3 2015 | $102,815,000 | -22.6% | 3,292,198 | -7.1% | 0.14% | -8.6% |
| Q2 2015 | $132,811,000 | -29.1% | 3,542,572 | -25.0% | 0.15% | -27.3% |
| Q1 2015 | $187,377,000 | +1.0% | 4,721,013 | +0.6% | 0.21% | +1.5% |
| Q4 2014 | $185,553,000 | -11.4% | 4,695,154 | -11.5% | 0.21% | -10.4% |
| Q3 2014 | $209,517,000 | +20.8% | 5,306,914 | +15.6% | 0.23% | +19.8% |
| Q2 2014 | $173,375,000 | -12.6% | 4,592,714 | -14.3% | 0.19% | -17.9% |
| Q1 2014 | $198,366,000 | -11.2% | 5,361,244 | -12.6% | 0.23% | -13.7% |
| Q4 2013 | $223,326,000 | +105.7% | 6,135,334 | +80.3% | 0.27% | +88.2% |
| Q3 2013 | $108,554,000 | +22.0% | 3,402,934 | +21.6% | 0.14% | +12.5% |
| Q2 2013 | $88,996,000 | -41.6% | 2,798,614 | -46.9% | 0.13% | +12.3% |
| Q1 2013 | $152,514,000 | – | 5,266,380 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $556,617,574 | 14.84% |
| CONTINENTAL ADVISORS LLC | 343,071 | $5,626,364 | 3.00% |
| Insight Folios Inc | 371,047 | $6,085,176 | 2.70% |
| Palouse Capital Management, Inc. | 187,305 | $3,071,797 | 2.07% |
| VALUEWORKS LLC | 252,164 | $4,135 | 1.57% |
| Olstein Capital Management, L.P. | 566,000 | $9,282 | 1.45% |
| Poehling Capital Management, INC. | 257,407 | $4,221,475 | 1.42% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $4,018 | 1.25% |
| Point72 Europe (London) LLP | 307,400 | $5,041,360 | 1.10% |
| Mork Capital Management, LLC | 73,400 | $1,203,760 | 0.98% |