INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 549 filers reported holding INVESCO LTD in Q3 2017. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $456,000 | -36.1% | 28,264 | -8.7% | 0.01% | -25.0% |
| Q1 2022 | $714,000 | -11.2% | 30,963 | -11.4% | 0.01% | 0.0% |
| Q4 2021 | $804,000 | +71.1% | 34,935 | -32.5% | 0.01% | -7.7% |
| Q1 2020 | $470,000 | -74.3% | 51,745 | -49.1% | 0.01% | -65.8% |
| Q4 2019 | $1,828,000 | +1.3% | 101,654 | -4.6% | 0.04% | -5.0% |
| Q3 2019 | $1,805,000 | -11.1% | 106,569 | +7.4% | 0.04% | -13.0% |
| Q2 2019 | $2,030,000 | +65.8% | 99,212 | +56.5% | 0.05% | +58.6% |
| Q1 2019 | $1,224,000 | +15.3% | 63,385 | -0.1% | 0.03% | -3.3% |
| Q4 2018 | $1,062,000 | -37.0% | 63,429 | -13.9% | 0.03% | -28.6% |
| Q3 2018 | $1,686,000 | +15.4% | 73,705 | +34.0% | 0.04% | -4.5% |
| Q2 2018 | $1,461,000 | +83.3% | 54,989 | +120.7% | 0.04% | +46.7% |
| Q1 2018 | $797,000 | +15.5% | 24,913 | +31.9% | 0.03% | +15.4% |
| Q4 2017 | $690,000 | +26.6% | 18,885 | +21.4% | 0.03% | +30.0% |
| Q3 2017 | $545,000 | -65.1% | 15,552 | -65.0% | 0.02% | -63.0% |
| Q2 2017 | $1,563,000 | +512.9% | 44,423 | +434.3% | 0.05% | +500.0% |
| Q1 2017 | $255,000 | -92.5% | 8,314 | -92.4% | 0.01% | -94.9% |
| Q3 2015 | $3,417,000 | -20.1% | 109,409 | -4.1% | 0.18% | -8.2% |
| Q2 2015 | $4,279,000 | -14.0% | 114,128 | -9.0% | 0.19% | -14.5% |
| Q1 2015 | $4,978,000 | +1.6% | 125,411 | +1.1% | 0.23% | -2.2% |
| Q4 2014 | $4,901,000 | +4.6% | 124,005 | +4.5% | 0.23% | 0.0% |
| Q3 2014 | $4,685,000 | +6.5% | 118,662 | +1.8% | 0.23% | +4.5% |
| Q2 2014 | $4,400,000 | +0.5% | 116,560 | -1.5% | 0.22% | -7.1% |
| Q1 2014 | $4,377,000 | +4.8% | 118,299 | +3.1% | 0.24% | +15.5% |
| Q4 2013 | $4,176,000 | +11.7% | 114,719 | -2.1% | 0.21% | +3.0% |
| Q3 2013 | $3,737,000 | +4.6% | 117,132 | +4.2% | 0.20% | +0.5% |
| Q2 2013 | $3,574,000 | – | 112,380 | – | 0.20% | – |
Download | ||||||
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% |