INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,585 | -18.2% | 37,437 | -5.3% | 0.00% | – |
| Q2 2023 | $664,617 | +8.3% | 39,537 | +5.7% | 0.00% | – |
| Q1 2023 | $613,688 | -7.5% | 37,420 | +1.4% | 0.00% | – |
| Q4 2022 | $663,669 | -72.5% | 36,891 | -79.0% | 0.00% | -100.0% |
| Q3 2022 | $2,412,000 | -17.6% | 176,070 | -3.0% | 0.00% | 0.0% |
| Q2 2022 | $2,928,000 | +27.5% | 181,555 | +82.3% | 0.00% | – |
| Q1 2022 | $2,297,000 | +44.0% | 99,604 | +43.7% | 0.00% | – |
| Q4 2021 | $1,595,000 | +32.1% | 69,300 | +38.5% | 0.00% | – |
| Q3 2021 | $1,207,000 | -38.4% | 50,045 | -31.7% | 0.00% | – |
| Q2 2021 | $1,959,000 | +11.4% | 73,276 | +5.1% | 0.00% | – |
| Q1 2021 | $1,759,000 | +15.3% | 69,733 | -20.3% | 0.00% | – |
| Q4 2020 | $1,525,000 | +15.4% | 87,504 | -24.5% | 0.00% | – |
| Q3 2020 | $1,322,000 | +47.4% | 115,879 | +39.1% | 0.00% | – |
| Q2 2020 | $897,000 | -28.2% | 83,332 | -39.4% | 0.00% | – |
| Q1 2020 | $1,249,000 | -68.3% | 137,531 | -37.2% | 0.00% | -100.0% |
| Q4 2019 | $3,935,000 | -55.4% | 218,841 | -57.9% | 0.00% | -50.0% |
| Q3 2019 | $8,814,000 | -82.9% | 520,246 | -79.3% | 0.00% | -81.8% |
| Q2 2019 | $51,456,000 | +0.3% | 2,514,920 | -5.3% | 0.01% | -8.3% |
| Q1 2019 | $51,278,000 | -5.7% | 2,655,480 | -18.3% | 0.01% | -14.3% |
| Q4 2018 | $54,387,000 | -57.2% | 3,248,960 | -41.5% | 0.01% | -48.1% |
| Q3 2018 | $126,991,000 | -32.7% | 5,550,289 | -21.9% | 0.03% | -35.7% |
| Q2 2018 | $188,646,000 | -4.0% | 7,102,666 | +15.6% | 0.04% | -4.5% |
| Q1 2018 | $196,603,000 | -13.7% | 6,141,910 | -1.5% | 0.04% | -12.0% |
| Q4 2017 | $227,826,000 | -0.8% | 6,234,973 | -4.9% | 0.05% | -5.7% |
| Q3 2017 | $229,658,000 | -1.5% | 6,554,159 | -1.1% | 0.05% | -3.6% |
| Q2 2017 | $233,089,000 | +14.3% | 6,623,717 | -0.5% | 0.06% | +12.2% |
| Q1 2017 | $203,858,000 | -37.6% | 6,655,498 | -38.2% | 0.05% | -40.2% |
| Q4 2016 | $326,780,000 | -45.9% | 10,770,615 | -44.3% | 0.08% | -45.7% |
| Q3 2016 | $604,373,000 | +16.2% | 19,327,635 | -5.1% | 0.15% | +12.7% |
| Q2 2016 | $519,917,000 | -4.3% | 20,356,987 | +15.3% | 0.13% | -6.3% |
| Q1 2016 | $543,196,000 | -9.3% | 17,653,438 | -1.3% | 0.14% | -8.9% |
| Q4 2015 | $598,690,000 | +41.8% | 17,882,034 | +32.3% | 0.16% | +33.1% |
| Q3 2015 | $422,252,000 | +1.8% | 13,520,712 | +22.2% | 0.12% | +10.3% |
| Q2 2015 | $414,635,000 | +28.6% | 11,059,920 | +36.2% | 0.11% | +28.9% |
| Q1 2015 | $322,381,000 | +163.3% | 8,122,432 | +162.2% | 0.08% | +159.4% |
| Q4 2014 | $122,440,000 | -22.9% | 3,098,186 | -23.0% | 0.03% | -27.3% |
| Q3 2014 | $158,795,000 | +7.5% | 4,022,154 | +2.8% | 0.04% | +10.0% |
| Q2 2014 | $147,701,000 | +2.9% | 3,912,595 | +0.9% | 0.04% | 0.0% |
| Q1 2014 | $143,472,000 | -40.4% | 3,877,602 | -41.3% | 0.04% | -42.0% |
| Q4 2013 | $240,590,000 | -15.0% | 6,609,614 | -25.5% | 0.07% | -22.5% |
| Q3 2013 | $282,951,000 | +3.6% | 8,869,959 | +3.2% | 0.09% | 0.0% |
| Q2 2013 | $273,196,000 | – | 8,591,062 | – | 0.09% | – |
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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% |