IVZ - Invesco Ltd.
IVZ is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.
Is anyone targeting this fund?
Not right now - Trian was in this company until May 22, 2025 and has since sold down.
What this means for you
Trian owned more than 5% of this company and has since sold down below that level, so it no longer has to report its holding.
Nothing is required of you. If a large investor buys in again, the notice appears here the day it is filed.
What happened, and when
-
May 22, 2025
Trian sold down below 5% and stopped reporting.
Original document → -
June 14, 2024
Trian now owns 6.1%. It has said it may push for changes.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| May 22, 2025 | Trian | 4.6% | Sold down below 5% |
| June 14, 2024 | Trian | 6.1% | May push for changes |
No announcements from the fund on file.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- New York Stock Exchange
Email me when something new is filed for IVZ
Free. One email per notice or announcement, usually within a day. No password.