Rockefeller Capital Management L.P. Decreases Stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC)
June 24, 2023
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Rockefeller Capital Management L.P. recently reduced its holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC). This is a notable development in the markets as the ETF is managed by Invesco Ltd ($NYSE:IVZ), a leading global investment management company. Invesco Ltd operates through two segments, Investment Management and Retail. The Investment Management segment provides a range of products and services to institutional and retail clients, including mutual funds, separate accounts, ETFs, structured products, advisory services, and retirement solutions. The Retail segment includes a series of products and services that provide retail investors with solutions to meet their financial needs.
Invesco Ltd has a strong presence in the U.S., Canada, Latin America, Europe and Asia. Invesco Ltd is committed to delivering outstanding investment performance and a broad range of investment solutions that meet the diverse needs of its clients around the world. With its strong focus on risk management and capital preservation, the company is well positioned to capitalize on market opportunities and generate long-term value for its clients.
Share Price
On Friday, INVESCO LTD‘s stock opened at $16.0 and closed at $16.0, a 1.1% decrease from its previous closing price of $16.2. The size of the reduction was not disclosed, though it is likely to have impacted the stock price of INVESCO LTD. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Invesco Ltd. More…
| Total Revenues | Net Income | Net Margin |
| 5.84k | 631.2 | 15.2% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Invesco Ltd. More…
| Operations | Investing | Financing |
| 979.7 | -251 | -1.09k |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Invesco Ltd. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 29.73k | 12.92k | 33.46 |
Key Ratios Snapshot
Some of the financial key ratios for Invesco Ltd are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| -3.5% | -10.2% | 21.3% |
| FCF Margin | ROE | ROA |
| 13.9% | 5.1% | 2.6% |
Analysis
As an investor, it’s important to analyze the fundamentals of a company before investing. GoodWhale offers an in-depth look at INVESCO LTD, with a comprehensive analysis of their financials and performance. Our Star Chart gives INVESCO LTD a high health score of 9/10, indicating that their cash flows and debt are healthy and they are capable of paying off debt and funding future operations. In addition, GoodWhale classifies INVESCO LTD as a ‘cow’, a type of company with a track record of paying out consistent and sustainable dividends. This makes INVESCO LTD an attractive option for investors looking for a steady stream of dividends. We also note that INVESCO LTD is strong in dividend, profitability and weak in asset and growth, so investors should take those factors into consideration before investing. More…
Peers
The company operates in the US, Europe, and Asia Pacific. Invesco Ltd has a market capitalization of $15.48 billion as of March 2021. The company has a diversified product mix that includes mutual funds, ETFs, and separate accounts. Invesco Ltd’s primary competitors are Federated Hermes Inc, BlackRock Inc, and Janus Henderson Group PLC.
– Federated Hermes Inc ($NYSE:FHI)
Federated Hermes Inc has a market cap of 2.75B as of 2022. The company’s return on equity, a measure of how well it reinvested shareholder money, was 22.41%. Federated Hermes Inc is a financial services company that manages investments for a wide range of clients, including insurance companies, pension funds, and other institutional investors. The company offers a variety of investment strategies and products, including equities, fixed income, and alternative investments.
– BlackRock Inc ($NYSE:BLK)
BlackRock Inc is an American financial services company with a market cap of 86.29B as of 2022. It has a return on equity of 12.63%. The company was founded in 1988 and is headquartered in New York City. BlackRock operates as an investment management firm. It provides a range of investment, technology, and risk management solutions to institutional and retail clients worldwide. The company offers a variety of investment strategies, including active, passive, and alternative investments. BlackRock also provides technology solutions, risk management services, and portfolio construction and implementation services.
– Janus Henderson Group PLC ($NYSE:JHG)
As of 2022, Janus Henderson Group PLC has a market cap of 3.42B and a ROE of 7.52%. The company is a global asset management firm that offers a range of investment solutions, including equities, fixed income, alternatives, and multi-asset solutions.
Summary
Investing analysis of Invesco Ltd (IVZ) provides insight into the company’s financial performance and potential for future growth. The company’s strong financial position is marked by a low debt to equity ratio and good debt coverage.
In addition, IVZ has a well-diversified portfolio of investments, which includes a variety of asset classes such as stocks, bonds, and commodities. Furthermore, the company offers a comprehensive lineup of mutual funds, ETFs, and other investment products. Analysts have also noted that Invesco offers clients access to a wide range of market data and research tools. This helps them make informed investment decisions with greater confidence. Looking ahead, the company is expected to continue to offer attractive returns for investors as it continues to expand its product offering and geographical presence.
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