INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 495 filers reported holding INVESCO LTD in Q3 2022. The put-call ratio across all filers is 1.48 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 | $101,676,474 | -14.6% | 7,002,512 | -1.1% | 0.04% | -7.7% |
| Q2 2023 | $119,061,364 | +27.6% | 7,082,770 | +24.5% | 0.04% | +21.9% |
| Q1 2023 | $93,294,008 | -8.3% | 5,688,659 | +0.6% | 0.03% | -11.1% |
| Q4 2022 | $101,712,869 | +9.8% | 5,653,856 | -16.4% | 0.04% | +2.9% |
| Q3 2022 | $92,668,000 | -15.8% | 6,764,060 | -0.9% | 0.04% | -7.9% |
| Q2 2022 | $110,113,000 | -30.7% | 6,826,600 | -0.9% | 0.04% | -19.1% |
| Q1 2022 | $158,784,000 | -12.1% | 6,885,735 | -12.2% | 0.05% | -4.1% |
| Q4 2021 | $180,586,000 | +19.1% | 7,844,754 | +24.8% | 0.05% | +11.4% |
| Q3 2021 | $151,577,000 | +106.9% | 6,286,925 | +129.4% | 0.04% | +109.5% |
| Q2 2021 | $73,250,000 | +6.3% | 2,740,378 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $68,911,000 | +142.5% | 2,732,396 | +67.6% | 0.02% | +133.3% |
| Q4 2020 | $28,420,000 | +1.1% | 1,630,495 | -33.8% | 0.01% | -10.0% |
| Q3 2020 | $28,104,000 | -1.4% | 2,463,088 | -7.0% | 0.01% | -9.1% |
| Q2 2020 | $28,490,000 | +5.7% | 2,647,771 | -10.8% | 0.01% | -15.4% |
| Q1 2020 | $26,944,000 | -77.3% | 2,967,348 | -55.1% | 0.01% | -71.1% |
| Q4 2019 | $118,716,000 | +4.2% | 6,602,710 | -1.9% | 0.04% | -2.2% |
| Q3 2019 | $113,972,000 | +38.5% | 6,727,961 | +67.3% | 0.05% | +35.3% |
| Q2 2019 | $82,270,000 | +17.0% | 4,021,011 | +10.4% | 0.03% | +13.3% |
| Q1 2019 | $70,303,000 | -13.9% | 3,640,776 | -25.4% | 0.03% | -23.1% |
| Q4 2018 | $81,700,000 | -22.9% | 4,880,532 | +5.4% | 0.04% | -11.4% |
| Q3 2018 | $105,958,000 | -9.2% | 4,630,964 | +5.3% | 0.04% | -12.0% |
| Q2 2018 | $116,758,000 | +22.8% | 4,395,993 | +48.0% | 0.05% | +22.0% |
| Q1 2018 | $95,103,000 | -11.2% | 2,971,049 | +1.4% | 0.04% | -8.9% |
| Q4 2017 | $107,085,000 | +111.2% | 2,930,627 | +102.5% | 0.04% | +104.5% |
| Q3 2017 | $50,710,000 | +20.3% | 1,447,210 | +20.9% | 0.02% | +15.8% |
| Q2 2017 | $42,138,000 | +30.5% | 1,197,467 | +13.6% | 0.02% | +26.7% |
| Q1 2017 | $32,285,000 | – | 1,054,029 | – | 0.02% | – |
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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% |