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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,444,863 | +23.2% | 4,162,870 | +42.6% | 0.01% | +20.0% |
| Q2 2023 | $49,067,731 | -36.0% | 2,918,961 | -37.5% | 0.01% | -37.5% |
| Q1 2023 | $76,623,927 | +53.1% | 4,672,191 | +67.9% | 0.02% | +45.5% |
| Q4 2022 | $50,057,400 | +10.0% | 2,782,513 | -16.3% | 0.01% | 0.0% |
| Q3 2022 | $45,526,000 | +14.0% | 3,323,118 | +34.2% | 0.01% | +22.2% |
| Q2 2022 | $39,936,000 | -26.5% | 2,475,870 | +5.1% | 0.01% | -18.2% |
| Q1 2022 | $54,332,000 | +66.1% | 2,356,139 | +65.8% | 0.01% | +83.3% |
| Q4 2021 | $32,711,000 | -50.7% | 1,420,934 | -48.3% | 0.01% | -57.1% |
| Q3 2021 | $66,300,000 | +49.2% | 2,749,917 | +65.4% | 0.01% | +40.0% |
| Q2 2021 | $44,449,000 | +11.9% | 1,662,860 | +5.5% | 0.01% | 0.0% |
| Q1 2021 | $39,737,000 | +5.9% | 1,575,616 | -26.8% | 0.01% | 0.0% |
| Q4 2020 | $37,506,000 | -6.0% | 2,151,847 | -38.4% | 0.01% | -9.1% |
| Q3 2020 | $39,882,000 | +6.5% | 3,495,358 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $37,443,000 | -13.6% | 3,479,784 | -27.1% | 0.01% | -26.7% |
| Q1 2020 | $43,332,000 | -55.0% | 4,772,258 | -10.8% | 0.02% | -40.0% |
| Q4 2019 | $96,227,000 | +46.8% | 5,351,909 | +38.3% | 0.02% | +31.6% |
| Q3 2019 | $65,534,000 | -31.9% | 3,868,563 | -17.7% | 0.02% | -32.1% |
| Q2 2019 | $96,229,000 | +13.0% | 4,703,263 | +6.7% | 0.03% | +7.7% |
| Q1 2019 | $85,155,000 | -1.6% | 4,409,916 | -14.7% | 0.03% | -7.1% |
| Q4 2018 | $86,553,000 | +1.4% | 5,170,446 | +38.6% | 0.03% | +27.3% |
| Q3 2018 | $85,334,000 | -9.9% | 3,729,599 | +4.5% | 0.02% | -15.4% |
| Q2 2018 | $94,752,000 | -24.3% | 3,567,490 | -8.8% | 0.03% | -18.8% |
| Q1 2018 | $125,148,000 | -27.1% | 3,909,617 | -16.7% | 0.03% | -22.0% |
| Q4 2017 | $171,573,000 | +9.5% | 4,695,464 | +5.0% | 0.04% | +7.9% |
| Q3 2017 | $156,707,000 | +11.2% | 4,472,270 | +11.7% | 0.04% | +2.7% |
| Q2 2017 | $140,955,000 | -10.9% | 4,005,573 | -22.5% | 0.04% | -14.0% |
| Q1 2017 | $158,237,000 | -14.7% | 5,166,088 | -15.5% | 0.04% | -17.3% |
| Q4 2016 | $185,504,000 | +106.9% | 6,114,158 | +113.2% | 0.05% | +92.6% |
| Q3 2016 | $89,661,000 | -15.9% | 2,867,339 | -31.3% | 0.03% | -20.6% |
| Q2 2016 | $106,627,000 | -13.7% | 4,174,916 | +3.9% | 0.03% | -17.1% |
| Q1 2016 | $123,611,000 | +62.3% | 4,017,249 | +76.6% | 0.04% | +78.3% |
| Q4 2015 | $76,158,000 | +27.8% | 2,274,730 | +19.2% | 0.02% | +15.0% |
| Q3 2015 | $59,581,000 | -45.2% | 1,907,820 | -34.3% | 0.02% | -39.4% |
| Q2 2015 | $108,815,000 | -54.2% | 2,902,501 | -51.5% | 0.03% | -56.6% |
| Q1 2015 | $237,518,000 | -8.1% | 5,984,335 | -8.5% | 0.08% | -7.3% |
| Q4 2014 | $258,497,000 | -9.4% | 6,540,924 | -9.4% | 0.08% | -9.9% |
| Q3 2014 | $285,163,000 | -3.6% | 7,222,966 | -7.8% | 0.09% | -2.2% |
| Q2 2014 | $295,862,000 | -8.9% | 7,837,393 | -10.7% | 0.09% | -12.3% |
| Q1 2014 | $324,850,000 | -3.6% | 8,779,710 | -5.1% | 0.11% | -4.5% |
| Q4 2013 | $336,894,000 | +20.2% | 9,255,322 | +5.4% | 0.11% | +6.7% |
| Q3 2013 | $280,249,000 | +16.4% | 8,785,243 | +16.0% | 0.10% | +11.8% |
| Q2 2013 | $240,733,000 | +7.5% | 7,570,233 | -11.8% | 0.09% | 0.0% |
| Q4 2012 | $223,945,000 | -2.5% | 8,583,556 | -6.6% | 0.09% | +1.1% |
| Q3 2012 | $229,717,000 | +12.0% | 9,192,359 | +1.3% | 0.09% | +1.1% |
| Q2 2012 | $205,157,000 | -29.1% | 9,077,750 | -16.3% | 0.09% | -32.6% |
| Q1 2012 | $289,190,000 | – | 10,843,222 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,365,010 | $195,615,000 | 4.40% |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 262,497 | $6,972,000 | 3.09% |
| REINHART PARTNERS, LLC. | 1,180,242 | $31,347,000 | 3.01% |
| Cornerstone Capital, Inc. | 582,829 | $15,480,000 | 2.63% |
| Algebris (UK) Ltd | 777,597 | $20,653,000 | 2.10% |
| Signature Wealth Management Group | 98,686 | $2,621,000 | 1.94% |
| Townsend & Associates, Inc | 64,537 | $1,714,000 | 1.92% |
| CONTINENTAL ADVISORS LLC | 270,000 | $7,171,000 | 1.79% |
| Mork Capital Management, LLC | 73,400 | $1,950,000 | 1.72% |
| ZWJ INVESTMENT COUNSEL INC | 739,389 | $19,638,000 | 1.70% |