INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 586 filers reported holding INVESCO LTD in Q1 2018. The put-call ratio across all filers is 0.60 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $330,001 | -70.9% | 20,122 | -68.1% | 0.00% | -80.0% |
| Q4 2022 | $1,133,802 | -29.6% | 63,024 | -46.4% | 0.01% | -28.6% |
| Q3 2022 | $1,610,000 | +53.8% | 117,541 | +81.1% | 0.01% | +40.0% |
| Q2 2022 | $1,047,000 | -29.9% | 64,921 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $1,494,000 | +5.4% | 64,802 | +5.3% | 0.01% | +25.0% |
| Q4 2021 | $1,417,000 | -4.9% | 61,561 | -0.4% | 0.00% | -20.0% |
| Q3 2021 | $1,490,000 | -9.3% | 61,785 | +0.6% | 0.01% | -16.7% |
| Q2 2021 | $1,642,000 | +5.5% | 61,443 | -0.4% | 0.01% | 0.0% |
| Q1 2021 | $1,556,000 | +44.9% | 61,697 | +0.1% | 0.01% | +50.0% |
| Q4 2020 | $1,074,000 | +50.8% | 61,617 | -1.3% | 0.00% | +33.3% |
| Q3 2020 | $712,000 | +8.0% | 62,402 | +2.0% | 0.00% | 0.0% |
| Q2 2020 | $659,000 | +23.9% | 61,202 | +4.5% | 0.00% | 0.0% |
| Q1 2020 | $532,000 | -42.5% | 58,577 | +13.9% | 0.00% | -40.0% |
| Q4 2019 | $925,000 | +344.7% | 51,445 | +378.4% | 0.01% | +400.0% |
| Q1 2019 | $208,000 | -55.6% | 10,753 | -47.4% | 0.00% | -66.7% |
| Q3 2018 | $468,000 | -78.9% | 20,436 | -75.5% | 0.00% | -80.0% |
| Q2 2018 | $2,219,000 | -63.6% | 83,558 | -56.2% | 0.02% | -65.1% |
| Q1 2018 | $6,102,000 | -67.3% | 190,641 | -62.6% | 0.04% | -65.9% |
| Q4 2017 | $18,634,000 | +24.6% | 509,956 | +19.5% | 0.13% | +12.5% |
| Q3 2017 | $14,953,000 | -9.8% | 426,742 | -9.4% | 0.11% | -9.7% |
| Q2 2017 | $16,574,000 | +10.6% | 470,997 | -3.6% | 0.12% | +2.5% |
| Q1 2017 | $14,983,000 | -2.4% | 488,820 | -3.4% | 0.12% | -11.7% |
| Q4 2016 | $15,346,000 | -3.9% | 505,816 | -0.9% | 0.14% | -2.8% |
| Q3 2016 | $15,961,000 | +16.3% | 510,418 | -5.0% | 0.14% | +10.2% |
| Q2 2016 | $13,721,000 | -20.1% | 537,240 | -3.7% | 0.13% | -21.0% |
| Q1 2016 | $17,168,000 | -16.2% | 557,949 | -8.8% | 0.16% | -15.6% |
| Q4 2015 | $20,494,000 | – | 612,120 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |