PARAMETRIC PORTFOLIO ASSOCIATES LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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
PARAMETRIC PORTFOLIO ASSOCIATES LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2022$73,301,000
+3.3%
3,178,697
+3.1%
0.04%
+8.3%
Q4 2021$70,939,000
-6.2%
3,081,642
-1.8%
0.04%
-16.3%
Q3 2021$75,652,000
-19.1%
3,137,780
-10.3%
0.04%
-17.3%
Q2 2021$93,515,000
+6.2%
3,498,499
+0.2%
0.05%
+2.0%
Q1 2021$88,059,000
+43.8%
3,491,628
-0.6%
0.05%
+34.2%
Q4 2020$61,225,000
+54.8%
3,512,645
+1.4%
0.04%
+35.7%
Q3 2020$39,542,000
-4.4%
3,465,557
-9.8%
0.03%
-12.5%
Q2 2020$41,358,000
+20.2%
3,843,635
+1.4%
0.03%
+3.2%
Q1 2020$34,407,000
-28.1%
3,789,361
+42.3%
0.03%
-11.4%
Q4 2019$47,870,000
+18.9%
2,662,408
+12.0%
0.04%
+9.4%
Q3 2019$40,252,000
-41.3%
2,376,175
-29.1%
0.03%
-43.9%
Q2 2019$68,593,000
+5.0%
3,352,551
-0.9%
0.06%
+1.8%
Q1 2019$65,351,000
+42.0%
3,384,323
+23.1%
0.06%
+21.7%
Q4 2018$46,006,000
-8.8%
2,748,271
+24.7%
0.05%
+4.5%
Q3 2018$50,430,000
-2.2%
2,204,090
+13.6%
0.04%
-10.2%
Q2 2018$51,540,000
-18.6%
1,940,521
-1.9%
0.05%
-21.0%
Q1 2018$63,296,000
-8.9%
1,977,389
+4.0%
0.06%
-10.1%
Q4 2017$69,462,000
+6.6%
1,900,993
+2.2%
0.07%
-2.8%
Q3 2017$65,189,000
+3.2%
1,860,428
+3.6%
0.07%
-6.6%
Q2 2017$63,170,000
+39.3%
1,795,103
+21.2%
0.08%
+10.1%
Q1 2017$45,358,000
-4.9%
1,480,845
-5.8%
0.07%
+4.5%
Q4 2016$47,692,000
+57.6%
1,571,922
+62.4%
0.07%
+46.7%
Q3 2016$30,267,000
+20.6%
967,929
-1.5%
0.04%
+12.5%
Q2 2016$25,093,000
-15.2%
982,511
+2.2%
0.04%
-16.7%
Q1 2016$29,583,000
-15.5%
961,411
-8.0%
0.05%
-20.0%
Q4 2015$34,993,000
+21.7%
1,045,205
+13.5%
0.06%
+7.1%
Q3 2015$28,753,000
-13.8%
920,688
+3.5%
0.06%
-13.8%
Q2 2015$33,358,000
-2.6%
889,789
+3.2%
0.06%
-5.8%
Q1 2015$34,235,000
+22.1%
862,558
+21.6%
0.07%
+16.9%
Q4 2014$28,032,000
-16.4%
709,323
-16.4%
0.06%
-20.3%
Q3 2014$33,513,000
+2.9%
848,860
-1.6%
0.07%
+1.4%
Q2 2014$32,571,000
+3.4%
862,799
+1.3%
0.07%
-2.7%
Q1 2014$31,509,000
+8.2%
851,586
+6.4%
0.08%
+5.6%
Q4 2013$29,133,000
+27.5%
800,349
+11.8%
0.07%
+14.5%
Q3 2013$22,841,000
+3.3%
716,013
+3.0%
0.06%
-3.1%
Q2 2013$22,115,000695,4540.06%
Other shareholders
INVESCO LTD shareholders Q2 2022
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