CREATIVE FINANCIAL DESIGNS INC /ADV - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$1,089
-13.6%
750.0%0.00%
Q2 2023$1,261
-74.8%
75
-62.5%
0.00%
-100.0%
Q3 2021$5,0000.0%2000.0%0.00%0.0%
Q2 2021$5,000
+66.7%
200
-17.7%
0.00%0.0%
Q3 2020$3,000
-99.0%
243
-99.1%
0.00%
-98.9%
Q2 2020$286,000
+20.2%
26,562
+1.2%
0.09%
-28.7%
Q1 2020$238,000
-48.1%
26,243
+2.9%
0.12%
-40.5%
Q4 2019$459,000
+25.1%
25,502
+9.3%
0.20%
+3.5%
Q3 2019$367,000
+27.9%
23,337
+67.3%
0.20%
+26.9%
Q2 2019$287,000
+2.9%
13,946
-3.6%
0.16%
-6.6%
Q1 2019$279,000
+54.1%
14,462
+33.5%
0.17%
+27.5%
Q4 2018$181,000
+4.6%
10,837
+43.1%
0.13%
+32.3%
Q3 2018$173,0007,5750.10%
Other shareholders
INVESCO LTD shareholders Q3 2021
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 36,755,775$955,650,00011.88%
Applied Fundamental Research, LLC 622,873$15,827,0008.45%
CONTINENTAL ADVISORS LLC 343,917$8,292,0003.52%
Kiltearn Partners LLP 3,393,577$81,819,0003.38%
Insight Folios Inc 231,638$5,585,0003.07%
Cambridge Financial Group, Inc. 262,835$6,336,952,0002.79%
Full18 Capital LLC 274,732$6,624,0002.67%
VALUEWORKS LLC 258,760$6,239,0002.66%
AMJ Financial Wealth Management 227,141$5,476,0002.24%
Azora Capital LP 743,531$17,927,0002.13%
View complete list of INVESCO LTD shareholders