Welcome to our dedicated page for Invesco Ltd. SEC filings (Ticker: IVZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. reports beneficial ownership of 5,510,388 shares of the Invesco Equal Weight 0-30 Year Treasury ETF, representing 14.5% of the class. The filing states 5,317,186 shares carry sole voting power and 5,510,388 shares carry sole dispositive power, and the shares are held of record by clients of Invesco Ltd. The statement identifies Invesco Advisers, Inc. as a relevant subsidiary and includes a certification that the securities are held in the ordinary course of business and not to influence control of the issuer. The document is a Schedule 13G/A reporting a significant passive position in the ETF.
Invesco Ltd./Invesco Advisers, Inc. reported changes in beneficial ownership of Invesco Real Estate Income Trust Inc. Class E common stock. On 09/30/2025 Invesco Advisers, Inc. disposed of 5,778.639 shares at $27.9836 each, reducing its holdings to 107,625.476 shares. On 10/01/2025 the adviser acquired 9,303.62 shares at the same price, increasing total beneficial ownership to 116,929.096 shares. The filing states the 09/30 transaction was a repurchase of shares held by the adviser and the 10/01 acquisition represents payment of the management fee in stock. The reporting persons are identified as directors by deputization and the filings were signed by an attorney-in-fact.
Insider sale disclosed: Stephanie Butcher, Senior Managing Director and officer of Invesco Ltd. (IVZ), reported selling 103,192 common shares on 09/10/2025 at a weighted-average price of $22.121 per share, with reported sale prices ranging from $22.055 to $22.155. After the sale she beneficially owns 29,855 shares. The Form 4 was signed by an attorney-in-fact on 09/12/2025 and includes an offer to provide the breakdown of shares sold at each price upon request. The filing indicates these were non-derivative dispositions and does not state a plan or reason for the sales.