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. (IVZ) Chief Financial Officer Laura Allison Dukes reported disposing of common shares on September 4, 2026. She sold 31,075 shares in open-market transactions at a weighted average price of $33.1629 per share, with individual prices ranging from $33.125 to $33.185, executed through a broker-dealer as multiple same-way trades within a one-dollar price range. On the same day, she also made a bona fide gift of 7,600 shares of common stock. No Rule 10b5-1 trading plan is reported for these transactions.
Invesco Ltd. (IVZ) received a notice that insider Laura Allison Dukes plans to sell common shares under Rule 144. The notice covers 31,075 shares of common stock, with an indicated value of $1,030,537.00, to be sold through Jones Trading Institutional Services, LLC on the NYSE.
The shares relate to restricted stock vesting originally acquired on May 14, 2021 as compensation from the issuer. The filing records the intended disposition and recent sales activity for aggregation purposes under Rule 144.
Invesco Ltd. (IVZ) received a notice that company officer Andrew Tak Shing Lo plans to sell common shares under Rule 144. The planned sale involves 42,530 shares of Invesco common stock through Fidelity Brokerage Services LLC, with an indicated aggregate market value of $1,396,901.56 as of September 8, 2026 on the NYSE. The shares derive from restricted stock vesting awards treated as compensation, including tranches that vested on February 28, 2020 and February 28, 2021.
Invesco Ltd. (IVZ) reported that Senior Managing Director Stephanie Butcher exercised 65,442 Restricted Stock Units into an equal number of Common Shares on August 31, 2026. On the same date she acquired these shares as awards and delivered or had withheld 30,760 Common Shares to cover exercise price or tax liability. The RSUs each represent a contingent right to one common share and vest in four equal installments. No Rule 10b5-1 trading plan is reported.
Invesco Ltd. (IVZ) reported that Senior Managing Director Douglas J. Sharp executed multiple equity-compensation transactions on August 31, 2026. Four blocks of Restricted Stock Units were exercised, each RSU converting into one common share, resulting in issuances of matching amounts of Common Shares at a stated price of $0.00 per share as grants or awards. In three separate transactions the company delivered or withheld blocks of common shares at $32.78 per share to pay the exercise price or tax liabilities related to these awards. No Rule 10b5-1 trading plan is reported, and post-transaction share holdings are not listed.
Invesco Ltd. (IVZ), through its wholly owned indirect subsidiary Invesco Advisers, Inc. (IAI), reported paired transactions in Class E Common Stock of Invesco Real Estate Income Trust Inc. IAI disposed of 8,969.068 shares to the issuer on August 31, 2026, as a repurchase, then acquired 15,148.553 shares on September 1, 2026, as payment of its management fee, both at $28.4503 per share. The reporting persons are identified as directors by deputization under Section 16.
Invesco Ltd. (IVZ), through its wholly owned indirect subsidiary Invesco Advisers, Inc., reported a disposition of 52,636.636 shares of Class E Common Stock of Invesco Commercial Real Estate Finance Trust, Inc. on August 31, 2026, via a repurchase by the issuer at $26.037 per share. Following this transaction, Invesco Advisers, Inc. holds 515,246.262 shares of this Class E Common Stock directly. No Rule 10b5-1 trading plan is reported for this transaction.
Invesco Ltd. (IVZ) announced a planned leadership transition in its Asia Pacific business. Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire on March 31, 2027 after 32 years with the firm. During the first quarter of 2027, he will step down from his current role on a date to be determined. Marty Franc, currently CEO Australia, Greater China and Southeast Asia, will succeed Lo as Senior Managing Director and Head of Asia Pacific following a transition period and will continue to be based in Hong Kong.
After retirement, Lo will become Chairman Emeritus, Asia Pacific, continue representing Invesco on the boards of its China and India joint ventures, and provide strategic counsel. Invesco highlights Franc’s more than 30 years of asset management experience, including 13 years with Invesco and responsibility for key Asia-Pacific businesses and institutional client strategy. Invesco describes itself as managing US$2.5 trillion in assets under management as of June 30, 2026, serving clients in more than 120 countries.
Invesco Ltd., as an institutional investment manager, submitted a Form 13F holdings report detailing its U.S.-listed equity and related positions. The summary shows 23,395 reportable positions with an aggregate reported value of $1,264,255,606,212, rounded to the nearest dollar. The report also notes 14 other included Invesco-affiliated managers whose holdings are consolidated into this aggregate disclosure.
Invesco Ltd. reported preliminary month-end assets under management (AUM) of $2,447.1 billion as of July 31, 2026, a 0.9% decrease versus the previous month-end. The change reflected a combination of client flows, market performance, and foreign-exchange movements.
The firm generated net long-term inflows of $8.6 billion and money market net inflows of $22.8 billion in July. Unfavorable market returns reduced AUM by $59 billion, while foreign exchange movements increased AUM by $4.6 billion. Preliminary average total AUM for the quarter through July 31 was $2,453.0 billion, and preliminary average active AUM over the same period was $1,216.9 billion.
Within the July 31 AUM total, key categories included $750.5 billion in ETFs & Index Strategies, including $452.8 billion in QQQ, $315.7 billion in Fundamental Fixed Income, $312.5 billion in Fundamental Equities, and $233.0 billion in Global Liquidity products.