Invesco Ltd. filings document the formal disclosures of a Bermuda-incorporated global asset manager, including 8-K reports for quarterly results and Regulation FD updates on preliminary assets under management. Those records attach press releases covering AUM by strategy, flows, market and foreign-exchange effects, management fees, service and distribution fees, expenses and related operating metrics.
Proxy materials describe annual general meeting mechanics, shareholder voting matters, board governance and executive compensation. Other filings cover common-stock repurchase authorizations, exhibits filed with material-event reports, and the Form 25 record for removal from NYSE listing and Section 12(b) registration of Invesco’s 3.750% Senior Notes due 2026.
Invesco Ltd. corrected a typographical error in its September 30, 2026 assets-under-management release, revising preliminary month-end AUM to $2,537.8 billion. The corrected figure was reflected in other AUM information the firm had published, and the remaining information was unchanged.
Preliminary AUM decreased 0.9% versus the previous month-end. The firm reported $1.1 billion in net long-term outflows and $5.7 billion in money market net outflows. Unfavorable market returns decreased AUM by $16 billion, while foreign-exchange movements reduced it by $2.7 billion; reinvested distributions added $0.9 billion. Preliminary average total AUM for the quarter through September 30 was $2,510.2 billion, and average active AUM was $1,246.0 billion.
Invesco Ltd. (IVZ) reported preliminary month-end assets under management (AUM) of $2,537.8 billion as of September 30, 2026, a 0.9% decrease versus the previous month-end. During September, the firm recorded $1.1 billion in net long-term outflows and $5.7 billion in money market net outflows.
Unfavorable market returns reduced AUM by $16 billion, and foreign-exchange movements reduced it by $2.7 billion; $0.9 billion in reinvested distributions partially offset those effects. Preliminary average total AUM for the quarter through September 30 was $2,510.2 billion, and preliminary average active AUM was $1,246.0 billion.
Invesco Ltd. and its subsidiary, Invesco Advisers, Inc., reported activity involving Class E Common Stock of Invesco Real Estate Income Trust Inc. Invesco Advisers acquired 16,176 shares on October 1, 2026, as payment of its management fee, at $28.4922 per share. On September 30, 2026, it disposed of 8,969 shares in a repurchase of shares it held, at $28.4922 per share. The reporting persons were directors by deputization; no Rule 10b5-1 plan is reported.
Invesco Ltd. (IVZ) director Phoebe A. Wood reported selling 3,000 Common Shares on September 11, 2026 in an open-market or private transaction at $32.44 per share. After this sale, she directly holds 107,111.157 Common Shares. No Rule 10b5-1 trading plan is reported for this transaction.
Invesco Ltd. (IVZ) director Phoebe A. Wood has filed a notice under Rule 144 for a proposed sale of 3,000 shares of Invesco common stock through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $97,321.53 as of the filing.
The 3,000 shares derive from prior equity compensation and purchases, including restricted stock vesting and Employee Stock Purchase Plan transactions dated between February 1, 2013 and March 7, 2014. The notice is signed on Wood’s behalf by a duly authorized representative of Fidelity Brokerage Services LLC as attorney-in-fact on September 11, 2026.
Invesco Ltd. (IVZ) reported preliminary month-end assets under management (AUM) of $2,562.1 billion as of August 31, 2026, an increase of 4.7% versus the previous month-end. AUM was supported by net long-term inflows of $27.6 billion and money market net inflows of $35.8 billion.
Market returns increased AUM by $49 billion, while FX added $2.7 billion. Preliminary average total AUM for the quarter through August 31 was $2,492.2 billion, including preliminary average active AUM of $1,236.6 billion. Segment AUM totals include ETFs & Index Strategies, QQQ, fixed income, equities, private markets, China JV, multi-asset/other, and global liquidity.
Invesco Ltd. (IVZ) reported that Senior Managing Director Andrew Tak Shing Lo sold a total of 143,370 common shares in open-market transactions over two days. On September 8, 2026, he sold 42,530 shares at a weighted average price of $32.845, with prices ranging from $32.80 to $32.94. On September 9, 2026, he sold 100,840 shares at a weighted average price of $32.20, with prices ranging from $32.095 to $32.435. These sales were executed through a broker-dealer, and no Rule 10b5-1 trading plan is indicated.
Invesco Ltd. (IVZ) reports that Senior Managing Director Stephanie Butcher sold 45,095 Common Shares on September 9, 2026, in open market transactions at a weighted average price of $32.28 per share, within a price range of $32.27–$32.30. After these sales, she directly holds 10,205 Common Shares. The trades were executed through a broker-dealer and were not reported as made under a Rule 10b5-1 trading plan.
Invesco Ltd. (IVZ) received a notice that officer Tak Shing Andrew Lo intends to sell 100,840 shares of common stock through Fidelity Brokerage Services LLC under Rule 144, with an indicated aggregate market value of $3,247,175.06. The shares to be sold were acquired via restricted stock vesting compensation grants in 2021 and 2022. Over the prior three months, Lo has already sold 42,530 shares of Invesco common stock for proceeds of $1,396,901.56.
Invesco Ltd. (IVZ) received a Rule 144 notice indicating that officer Stephanie C. Butcher intends to sell Invesco common shares through Fidelity Brokerage Services LLC on the NYSE. The notice covers 45,095 shares of common stock, with an aggregate market value of $1,455,782.93 as of September 9, 2026.
The shares relate to restricted stock vesting awards dated February 28, 2026 for 10,413 shares and August 31, 2026 for 34,682 shares, both described as compensation from the issuer. Invesco common shares outstanding were 441,499,780 as of September 9, 2026.