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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $207,000 | -30.5% | 12,386 | -5.1% | 0.01% | -22.2% |
| Q3 2018 | $298,000 | -18.1% | 13,046 | -4.7% | 0.01% | -18.2% |
| Q2 2018 | $364,000 | -19.8% | 13,686 | -3.4% | 0.01% | -26.7% |
| Q1 2018 | $454,000 | -44.5% | 14,175 | -36.7% | 0.02% | -44.4% |
| Q4 2017 | $818,000 | +68.3% | 22,385 | +61.6% | 0.03% | +58.8% |
| Q3 2017 | $486,000 | -1.0% | 13,856 | -0.8% | 0.02% | -5.6% |
| Q2 2017 | $491,000 | +44.8% | 13,966 | +26.3% | 0.02% | +38.5% |
| Q1 2017 | $339,000 | +14.5% | 11,060 | +13.3% | 0.01% | +8.3% |
| Q4 2016 | $296,000 | -5.1% | 9,765 | -2.0% | 0.01% | 0.0% |
| Q3 2016 | $312,000 | +23.8% | 9,965 | +0.9% | 0.01% | +20.0% |
| Q2 2016 | $252,000 | -17.9% | 9,875 | -0.9% | 0.01% | -23.1% |
| Q1 2016 | $307,000 | -7.3% | 9,965 | +0.9% | 0.01% | -7.1% |
| Q4 2015 | $331,000 | +1.2% | 9,875 | -5.8% | 0.01% | 0.0% |
| Q3 2015 | $327,000 | -25.0% | 10,485 | -9.8% | 0.01% | -22.2% |
| Q2 2015 | $436,000 | -7.0% | 11,625 | -1.6% | 0.02% | -10.0% |
| Q1 2015 | $469,000 | 0.0% | 11,815 | -0.3% | 0.02% | -13.0% |
| Q4 2014 | $469,000 | -3.1% | 11,855 | -3.3% | 0.02% | -8.0% |
| Q3 2014 | $484,000 | +1.5% | 12,265 | -3.0% | 0.02% | 0.0% |
| Q2 2014 | $477,000 | -4.6% | 12,645 | -6.5% | 0.02% | -13.8% |
| Q1 2014 | $500,000 | +6.6% | 13,525 | +4.9% | 0.03% | 0.0% |
| Q4 2013 | $469,000 | +38.8% | 12,895 | +21.6% | 0.03% | +11.5% |
| Q3 2013 | $338,000 | +2.7% | 10,605 | +2.6% | 0.03% | -3.7% |
| Q2 2013 | $329,000 | – | 10,335 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Selkirk Management LLC | 216,409 | $8,544,000 | 5.37% |
| SCHOLTZ & COMPANY, LLC | 99,875 | $3,943,000 | 3.89% |
| Nelson Capital Management, LLC | 244,633 | $9,658,000 | 3.64% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 414,393 | $16,361,000 | 3.22% |
| NATIONAL INVESTMENT SERVICES INC /WI | 99,713 | $3,937,000 | 3.22% |
| DSM CAPITAL PARTNERS LLC | 3,598,151 | $142,055,000 | 2.82% |
| WATERS PARKERSON & CO., LLC | 547,213 | $21,604,000 | 2.59% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,067,136 | $160,571,000 | 2.58% |
| Integre Asset Management, LLC | 264,513 | $10,443,000 | 2.21% |
| Parametric Risk Advisors LLC | 750,000 | $29,610,000 | 2.00% |