MERCER GLOBAL ADVISORS INC /ADV - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 7 filers reported holding INVESCO LTD in Q4 2023. The put-call ratio across all filers is - 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
MERCER GLOBAL ADVISORS INC /ADV ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$1,055
+33.2%
72,685
+54.3%
0.00%
+33.3%
Q2 2023$792
+20.5%
47,105
+17.6%
0.00%0.0%
Q1 2023$657
-20.2%
40,070
-12.4%
0.00%
-25.0%
Q4 2022$823
-99.8%
45,737
+20.4%
0.00%
+33.3%
Q3 2022$520,000
-15.2%
37,978
-0.0%
0.00%
-25.0%
Q2 2022$613,000
-26.8%
37,994
+4.6%
0.00%
-20.0%
Q1 2022$837,000
+3.7%
36,317
+3.6%
0.01%0.0%
Q4 2021$807,000
-5.3%
35,046
-0.8%
0.01%
-16.7%
Q3 2021$852,000
-19.1%
35,340
-10.3%
0.01%
-25.0%
Q2 2021$1,053,000
+9.7%
39,412
+3.5%
0.01%
-11.1%
Q1 2021$960,000
+38.7%
38,067
-4.1%
0.01%0.0%
Q4 2020$692,000
+1.8%
39,708
-33.3%
0.01%
-10.0%
Q3 2020$680,000
+435.4%
59,557
+325.7%
0.01%
+233.3%
Q1 2020$127,000
-87.1%
13,989
-74.5%
0.00%
-85.0%
Q4 2019$986,000
-1.0%
54,821
-6.8%
0.02%
-13.0%
Q3 2019$996,000
-27.1%
58,843
-12.0%
0.02%
-36.1%
Q2 2019$1,367,000
-12.3%
66,837
-22.4%
0.04%
+9.1%
Q1 2019$1,559,00086,1320.03%
Other shareholders
INVESCO LTD shareholders Q4 2023
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders