Invesco (NYSE: IVZ) grows AUM to $2,339.4B with strong April inflows
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
Invesco Ltd. reported preliminary assets under management of $2,339.4 billion as of April 30, 2026, an 8.3% increase versus the previous month-end. Growth was driven by net long-term inflows of $18.2 billion and money market net inflows of $2.2 billion.
Favorable market returns increased AUM by $151 billion, while foreign exchange movements added another $8.2 billion. Preliminary average total AUM for the quarter through April 30 was $2,260.5 billion, and preliminary average active AUM over the same period was $1,159.9 billion, reflecting broad strength across the platform.
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Insights
Invesco’s April AUM rose sharply, supported by strong net inflows and market gains.
Invesco Ltd. reported preliminary month-end AUM of $2,339.4 billion on April 30, 2026, up 8.3% versus the prior month-end. The firm generated net long-term inflows of $18.2 billion plus money market net inflows of $2.2 billion, indicating broad client demand.
Market performance contributed an additional $151 billion to AUM and FX added $8.2 billion, showing a meaningful tailwind from asset price and currency movements. Preliminary average total AUM for the quarter through April 30 was $2,260.5 billion, with average active AUM of $1,159.9 billion, underscoring the scale of the active franchise.
Segment data show sizable exposures in ETFs & Index Strategies, QQQ, fundamental fixed income, and fundamental equities. Future monthly AUM updates and subsequent quarterly results will help clarify the persistence of these inflows and how they translate into management fee revenue over the remainder of the quarter.
8-K Event Classification
Item 9.01 — Financial Statements and Exhibits
1 item
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
Total AUM: $2,339.4 billion
Net long-term inflows: $18.2 billion
Money market net inflows: $2.2 billion
+5 more
8 metrics
Total AUM
$2,339.4 billion
Preliminary month-end AUM as of April 30, 2026; up 8.3% vs prior month-end
Net long-term inflows
$18.2 billion
Net long-term inflows during April 2026
Money market net inflows
$2.2 billion
Money market net inflows in April 2026
Market return impact on AUM
$151 billion
Increase in AUM from favorable market returns in April 2026
FX impact on AUM
$8.2 billion
Increase in AUM from foreign exchange in April 2026
Average total AUM
$2,260.5 billion
Preliminary average total AUM for the quarter through April 30, 2026
Average active AUM
$1,159.9 billion
Preliminary average active AUM for the quarter through April 30, 2026
Firm AUM at March 31, 2026
US$2.2 trillion
Assets under management as of March 31, 2026 mentioned in company overview
Key Terms
assets under management, net long-term inflows, money market net inflows, ETFs & Index Strategies, +1 more
5 terms
assets under management financial
"announced today preliminary month-end assets under management (AUM) of $2,339.4 billion"
Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.
net long-term inflows financial
"The firm delivered net long-term inflows of $18.2 billion in the month."
Net long-term inflows are the amount of money added to long-term investment vehicles (like retirement funds, bond or equity funds) minus the money withdrawn over a set period. It shows whether more capital is being committed for the long haul or pulled out. Investors watch this as a signal of confidence and potential demand — like the water level rising or falling in a bathtub, higher net inflows can support price gains and fund growth while outflows can signal waning interest or liquidity pressure.
money market net inflows financial
"Money market net inflows were $2.2 billion."
ETFs & Index Strategies financial
"Total Assets Under Management (in billions) | | Total | | ETFs & Index Strategies | | QQQ"
ETFs are investment funds that act like a ready-made shopping basket of stocks or bonds you can buy and sell on the market, while index strategies are the rules or recipes those baskets follow to mirror or target a market benchmark. They matter to investors because they offer an easy, typically lower-cost way to get broad exposure, reduce risk by spreading bets, and measure performance against the market — like buying a prepackaged meal instead of shopping ingredient-by-ingredient.
active AUM financial
"preliminary average active AUM for the quarter through April 30 was $1,159.9 billion."
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): May 11, 2026
(Exact name of registrant as specified in its charter)
| (State or Other Jurisdiction of Incorporation) | (Commission File Number) | (I.R.S. Employer Identification No.) | |||||||||||||||||||||
| (Address of principal executive offices) | (Zip Code) | ||||||||||||||||||||||
(404 ) 892-0896
(Registrant’s telephone number, including area code)
N/A
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | |||||
SEC 873 (02-25) Potential persons who are to respond to the collection of information contained in this Form are not required to respond unless the Form displays a currently valid OMB control number.
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered | ||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01 | Regulation FD Disclosure. | ||||
On May 11, 2026, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended April 30, 2026. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
| Item 9.01 | Financial Statements and Exhibits. | ||||
| (d) | Exhibits. | ||||||||||||||||
| Exhibit No. | Description | |||||||
| 99.1 | Press Release, dated May 11, 2026, issued by Invesco Ltd. | |||||||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). | |||||||
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| Invesco Ltd. | |||||
| By: | /s/ L. Allison Dukes | ||||
| L. Allison Dukes | |||||
| Senior Managing Director and Chief Financial Officer | |||||
Date: May 11, 2026
Exhibit 99.1
 | Press Release For immediate release | |||||||||||||
Invesco Ltd. Announces April 30, 2026 Assets Under Management | ||||||||||||||
| Investor Relations Contacts: Media Relations Contact: | Greg Ketron | 404-724-4299 Jennifer Church | 404-439-3428 Andrea Raphael | 212-323-4202 | |||||||||||||
Atlanta, May 11, 2026 --- Invesco Ltd. (NYSE: IVZ)1, a leading global asset management firm announced today preliminary month-end assets under management (AUM) of $2,339.4 billion, an increase of 8.3% versus previous month-end. The firm delivered net long-term inflows of $18.2 billion in the month. Money market net inflows were $2.2 billion. AUM was positively impacted by favorable market returns which increased AUM by $151 billion. FX increased AUM by $8.2 billion. Preliminary average total AUM for the quarter through April 30 was $2,260.5 billion, and preliminary average active AUM for the quarter through April 30 was $1,159.9 billion.
| Total Assets Under Management | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| (in billions) | Total | ETFs & Index Strategies | QQQ | Fundamental Fixed Income | Fundamental Equities | Private Markets | China JV | Multi- Asset / Other | Global Liquidity | |||||||||||||||||||||||||||||||||||||||||||||||
April 30, 20261 | $ | 2,339.4 | $ | 701.4 | $ | 440.3 | $ | 315.8 | $ | 312.2 | $ | 134.1 | $ | 154.3 | $ | 77.7 | $ | 203.6 | ||||||||||||||||||||||||||||||||||||||
| March 31, 2026 | $ | 2,159.5 | $ | 638.3 | $ | 372.5 | $ | 312.5 | $ | 287.7 | $ | 131.3 | $ | 141.9 | $ | 74.1 | $ | 201.2 | ||||||||||||||||||||||||||||||||||||||
| February 28, 2026 | $ | 2,257.7 | $ | 672.1 | $ | 395.0 | $ | 316.0 | $ | 312.6 | $ | 131.8 | $ | 149.1 | $ | 78.6 | $ | 202.5 | ||||||||||||||||||||||||||||||||||||||
| January 31, 2026 | $ | 2,231.7 | $ | 659.0 | $ | 411.8 | $ | 314.2 | $ | 307.1 | $ | 132.3 | $ | 141.9 | $ | 75.6 | $ | 189.8 | ||||||||||||||||||||||||||||||||||||||
1 | All April numbers preliminary - subject to adjustment. | ||||
About Invesco Ltd.
Invesco Ltd. is one of the world’s leading asset management firms serving clients in more than 120 countries. With US$2.2 trillion in assets under management as of Mar. 31, 2026, we deliver a comprehensive range of investment capabilities across public, private, active, and passive. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success. For more information, visit www.invesco.com.
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FAQ
What were Invesco (IVZ) total assets under management as of April 30, 2026?
Invesco reported preliminary assets under management of $2,339.4 billion as of April 30, 2026. This represented an 8.3% increase versus the previous month-end, reflecting both client inflows and favorable market and foreign exchange movements across its investment strategies.
How much in net long-term inflows did Invesco (IVZ) generate in April 2026?
Invesco generated $18.2 billion in net long-term inflows during April 2026. This figure excludes money market strategies, which saw additional net inflows of $2.2 billion, and highlights sustained client demand for the firm’s longer-term active and passive investment products globally.
How did market returns and FX impact Invesco (IVZ) AUM in April 2026?
Market returns increased Invesco’s assets under management by $151 billion in April 2026, while foreign exchange movements added another $8.2 billion. Together, these non-flow factors significantly boosted total AUM alongside the company’s positive net long-term and money market inflows for the month.
What was Invesco (IVZ) preliminary average total AUM for the quarter through April 30, 2026?
Preliminary average total assets under management for the quarter through April 30, 2026 were $2,260.5 billion. Over the same period, preliminary average active AUM totaled $1,159.9 billion, illustrating the large scale of Invesco’s actively managed strategies within its broader global investment platform.
How large is Invesco (IVZ) overall business based on March 31, 2026 AUM?
Invesco described itself as managing US$2.2 trillion in assets under management as of March 31, 2026. The firm serves clients in more than 120 countries and offers a comprehensive range of public, private, active, and passive investment capabilities across multiple strategies and asset classes.
Which AUM segments are highlighted in Invesco (IVZ) April 30, 2026 data?
Invesco’s AUM table for April 30, 2026 highlights several segments, including ETFs & Index Strategies, QQQ, Fundamental Fixed Income, Fundamental Equities, Private Markets, China JV, Multi-Asset / Other, and Global Liquidity, illustrating its diversified business mix.